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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
651
National Wealth Management Group
Ohio
$680K +$661K +7,477 New
FRM
652
Fox Run Management
Connecticut
$677K -$1.48M -16,703 -69%
LG
653
Leuthold Group
Minnesota
$670K – – –
FDP
654
Financiere des Professionnels
Quebec, Canada
$667K +$649K +7,336 New
TCCM
655
Timber Creek Capital Management
Massachusetts
$664K – – –
DW30
656
Drucker Wealth 3.0
New Jersey
$662K -$119K -1,350 -16%
BBL
657
Beck Bode LLC
Massachusetts
$662K +$643K +7,274 New
SWP
658
Sagespring Wealth Partners
Tennessee
$662K +$6.46K +73 +1%
AFCM
659
Applied Finance Capital Management
Puerto Rico
$661K -$157K -1,778 -20%
OIA
660
OneDigital Investment Advisors
Kansas
$660K -$283K -3,201 -31%
BAM
661
Blueshift Asset Management
New Jersey
$658K -$1.39M -15,745 -69%
CWA
662
Crux Wealth Advisors
California
$654K -$270K -3,057 -30%
VFA
663
Voya Financial Advisors
Connecticut
$654K -$392K -4,431 -38%
TPCW
664
TD Private Client Wealth
New York
$649K -$62.5K -707 -9%
CWS
665
Confluence Wealth Services
Pennsylvania
$647K – – –
EWM
666
Empirical Wealth Management
Washington
$643K +$126K +1,427 +25%
BCWM
667
Bartlett & Co Wealth Management
Ohio
$642K -$8.85K -100 -1%
WA
668
Waverly Advisors
Alabama
$639K +$30.1K +340 +5%
JSW
669
Journey Strategic Wealth
New Jersey
$639K -$9.02K -102 -1%
TWG
670
The Wealth Group
Minnesota
$635K – – –
KOC
671
Koss-Olinger Consulting
Florida
$626K – – –
LJAC
672
L.J. Altfest & Co
New York
$625K +$228K +2,583 +60%
DWM
673
Dakota Wealth Management
Florida
$618K +$601K +6,796 New
BBHC
674
Brown Brothers Harriman & Co
New York
$617K +$38.1K +431 +7%
S
675
SignatureFD
Georgia
$613K -$79K -893 -12%
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