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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
2076
Matrix Private Capital Group
New York
$654K -$26.1K -250 -4%
FWM
2077
Finer Wealth Management
Massachusetts
$651K -$109K -1,047 -16%
PG
2078
Patten Group
Tennessee
$650K +$16.4K +157 +3%
FP
2079
Financial Perspectives
Minnesota
$649K -$19.5K -187 -3%
AF
2080
Advisornet Financial
Minnesota
$649K -$3.97K -38 -0.7%
AC
2081
Apella Capital
Connecticut
$648K -$44K -421 -7%
GWM
2082
Gibbs Wealth Management
Georgia
$648K +$553K +5,293 New
CYG
2083
Clean Yield Group
Vermont
$647K -$6.27K -60 -1%
MSG
2084
Main Street Group
Virginia
$647K +$32.6K +312 +6%
JCM
2085
Janney Capital Management
Pennsylvania
$646K -$58K -555 -10%
OAM
2086
Oak Asset Management
California
$646K -$138K -1,319 -20%
BIP
2087
Blueprint Investment Partners
North Carolina
$645K +$212K +2,033 +63%
1IA
2088
1620 Investment Advisors
Massachusetts
$645K +$3.66K +35 +0.7%
AGWCA
2089
Annis Gardner Whiting Capital Advisors
Florida
$643K +$159K +1,518 +41%
EB
2090
Emprise Bank
Kansas
$642K +$548K +5,249 New
WA
2091
WP Advisors
California
$639K -$23.8K -228 -4%
ML
2092
McAdam LLC
Pennsylvania
$638K +$159K +1,520 +41%
AFAS
2093
Acorn Financial Advisory Services
Virginia
$638K -$18.4K -176 -3%
FCT
2094
First Community Trust
Iowa
$637K -$11K -105 -2%
AC
2095
AlphaCore Capital
California
$637K +$25.2K +241 +5%
VWA
2096
Visionary Wealth Advisors
Illinois
$635K -$15.9K -152 -3%
GA
2097
Geller Advisors
New York
$634K +$42.7K +409 +9%
WCA
2098
Waypoint Capital Advisors
Minnesota
$633K +$9.51K +91 +2%
WHG
2099
Westwood Holdings Group
Texas
$631K +$92.3K +884 +21%
TFG
2100
Taylor Financial Group
Virginia
$631K -$60.8K -582 -10%
82 83
84
85 86