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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1026
Avestar Capital
New York
$261K -$79.1K -6,523 -25%
DWP
1027
Daymark Wealth Partners
Ohio
$260K -$62.5K -5,154 -21%
APG
1028
Abacus Planning Group
South Carolina
$260K – – –
VCG
1029
Vantage Consulting Group
Virginia
$259K -$21.2K -1,752 -8%
CCA
1030
Cravens & Co Advisors
Tennessee
$259K +$24 +2 +0%
HP
1031
Hilltop Partners
Indiana
$258K +$35.7K +2,947 +18%
KWM
1032
Keebeck Wealth Management
Illinois
$258K – – –
SFWA
1033
Summit Financial Wealth Advisors
Louisiana
$256K +$14.2K +1,170 +6%
NG
1034
Norden Group
Utah
$255K +$233K +19,225 New
CS
1035
Cannell & Spears
New York
$255K +$233K +19,200 New
GFPC
1036
Global Financial Private Client
Florida
$255K – – –
WA
1037
Wealth Alliance
New York
$254K -$218 -18 -0.1%
LWP
1038
LMG Wealth Partners
Louisiana
$253K -$8.36K -690 -3%
OLVIG
1039
Oliver Lagore Vanvalin Investment Group
Michigan
$253K +$112K +9,263 +95%
WP
1040
WealthPLAN Partners
Nebraska
$252K +$6.41K +529 +3%
SA
1041
SpiderRock Advisors
Delaware
$252K +$251K +20,666 New
FNT
1042
First National Trust
Pennsylvania
$252K -$48.3K -3,986 -17%
SCA
1043
Stonebridge Capital Advisors
Minnesota
$251K +$3.85K +318 +2%
QCG
1044
Quadrant Capital Group
Ohio
$251K -$16K -1,316 -7%
CWM
1045
Congress Wealth Management
Massachusetts
$250K -$4.88K -403 -2%
KP
1046
Keel Point
Alabama
$250K +$61.2K +5,047 +37%
KMWM
1047
Keudell/Morrison Wealth Management
Oregon
$249K +$20.7K +1,711 +10%
HWA
1048
HCR Wealth Advisors
California
$248K -$16K -1,321 -7%
PWP
1049
Principle Wealth Partners
Connecticut
$248K +$8.1K +668 +4%
C
1050
CEDRUS
Colorado
$247K +$15K +1,241 +7%
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42
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