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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
Silverlake Wealth Management
Vermont
$342K +$16.1K +1,648 +5%
AC
702
Apella Capital
Connecticut
$341K +$109K +11,203 +45%
BMC
703
Benin Management Corp
Connecticut
$341K -$10.7K -1,093 -3%
SFG
704
Sovereign Financial Group
Connecticut
$340K +$22.9K +2,344 +7%
HIMC
705
Heritage Investors Management Corp
Maryland
$340K -$18.6K -1,900 -5%
GWSG
706
GPS Wealth Strategies Group
Colorado
$340K -$181K -18,567 -35%
WAM
707
Wernau Asset Management
Massachusetts
$340K -$9.02K -923 -3%
PWM
708
Pines Wealth Management
North Carolina
$338K +$50.4K +5,156 +15%
GSIAS
709
Garden State Investment Advisory Services
New Jersey
$337K -$19.1K -1,959 -6%
APP
710
Avantax Planning Partners
Iowa
$335K -$46.2K -4,727 -12%
CRI
711
Colonial River Investments
Virginia
$334K +$4.73K +484 +1%
CVM
712
Cheviot Value Management
California
$334K +$320K +32,795 New
AA
713
Advisory Alpha
Michigan
$333K +$17.5K +1,791 +6%
IC
714
Inscription Capital
Texas
$333K +$245K +25,059 New
QPWM
715
Quadrant Private Wealth Management
Pennsylvania
$333K -$73.1K -7,488 -18%
PIA
716
Powell Investment Advisors
Florida
$333K +$4.19K +429 +1%
SMA
717
Sage Mountain Advisors
Georgia
$328K +$320K +32,743 New
1WA
718
180 Wealth Advisors
Washington
$328K -$2.02K -207 -0.6%
KF
719
Krilogy Financial
Missouri
$328K +$13.9K +1,428 +5%
MAG
720
M3 Advisory Group
Massachusetts
$324K -$1.03K -106 -0.3%
KJWM
721
Kiley Juergens Wealth Management
Washington
$323K -$43.7K -4,472 -12%
GITFIT
722
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$321K +$39.1K +4,000 +14%
PGWM
723
Pitti Group Wealth Management
New York
$319K +$7.2K +737 +2%
LIA
724
Lynx Investment Advisory
District of Columbia
$316K +$5.75K +589 +2%
PIA
725
Perennial Investment Advisors
California
$315K +$5.74K +588 +2%
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