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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
901
Baldwin Wealth Partners
Massachusetts
$70K – – –
CPA
902
Cowen Prime Advisors
New York
$70K – – –
FGAM
903
Financial Gravity Asset Management
Texas
$70K – – –
NSIM
904
North Star Investment Management
Illinois
$70K – – –
JCM
905
Jacobi Capital Management
Pennsylvania
$70K +$72 +1 +0.1%
CPC
906
Consolidated Planning Corp
Georgia
$70K +$71.7K +1,000 New
ODG
907
O'Dell Group
Ohio
$70K +$71.9K +1,003 New
SWA
908
Sutton Wealth Advisors
Florida
$69.4K +$430 +6 +0.6%
FRA
909
Front Row Advisors
California
$68K – – –
HWA
910
Heritage Wealth Advisors
Virginia
$67.9K -$1.07K -15 -2%
NO
911
Ninety One
South Africa
$67K -$2.11M -29,468 -97%
PK
912
Pflug Koory
Nebraska
$66K – – –
LC
913
Lindbrook Capital
California
$66K +$2.01K +28 +3%
MA
914
MCF Advisors
Kentucky
$65K +$1.29K +18 +2%
EW
915
Evoke Wealth
California
$63K -$3.65K -51 -5%
RWM
916
Raffa Wealth Management
District of Columbia
$62.2K +$358 +5 +0.6%
EBA
917
Eagle Bay Advisors
New York
$62K +$44.1K +616 +214%
AWM
918
AllSquare Wealth Management
New York
$60K – – –
GKWIM
919
Gerber Kawasaki Wealth & Investment Management
California
$60K +$61.9K +864 New
WLPWM
920
Walled Lake Planning & Wealth Management
Illinois
$58K +$143 +2 +0.2%
GRP
921
Global Retirement Partners
California
$57K -$49.7K -693 -46%
MMG
922
Monetary Management Group
Missouri
$56K – – –
SDIC
923
South Dakota Investment Council
South Dakota
$56K – – –
ZB
924
Zions Bancorporation
Utah
$55K -$1.15K -16 -2%
MGIM
925
M&G Investment Management
United Kingdom
$52.3K +$2.62M +36,551 +5%
35 36
37
38 39