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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1126
Grimes & Company
Massachusetts
$175K +$6.11K +474 +4%
FWM
1127
Focused Wealth Management
New York
$175K +$2.44K +189 +1%
CSIC
1128
Clifford Swan Investment Counsel
California
$175K -$10.3K -800 -6%
SA
1129
Strategic Advocates
Utah
$174K +$20.8K +1,612 +14%
BWM
1130
BCS Wealth Management
Tennessee
$174K +$171K +13,292 New
PW
1131
Potentia Wealth
California
$174K -$39.1K -3,030 -19%
CCA
1132
Catalyst Capital Advisors
New York
$174K -$76.9K -5,961 -31%
SFC
1133
Summit Financial Consulting
Michigan
$173K -$38.3K -2,974 -18%
MWP
1134
Madison Wealth Partners
Wisconsin
$173K +$1.24K +96 +0.7%
CD
1135
Chapin Davis
Maryland
$172K -$32.2K -2,500 -16%
MFS
1136
Miller Financial Services
Michigan
$171K +$232 +18 +0.1%
VDI
1137
Vaughan David Investments
Illinois
$171K +$168K +13,003 New
BIA
1138
Barry Investment Advisors
Massachusetts
$171K -$2.01K -156 -1%
VWM
1139
Venturi Wealth Management
Texas
$171K +$31.2K +2,417 +23%
JIC
1140
Joel Isaacson & Co
New York
$170K +$103 +8 +0.1%
TDB
1141
Thompson David Blair
$170K +$167K +12,982 New
AWM
1142
Ariadne Wealth Management
California
$170K +$157K +12,149 New
CCA
1143
Cadent Capital Advisors
Oklahoma
$169K +$1.77K +137 +1%
NI
1144
NCP Inc
California
$169K +$335 +26 +0.2%
IP
1145
Indivisible Partners
Florida
$169K +$166K +12,866 New
B
1146
Bellecapital
Switzerland
$169K -$88.9K -6,896 -35%
HAS
1147
HBW Advisory Services
California
$168K -$19.8K -1,539 -11%
DSC
1148
Daytona Street Capital
Missouri
$168K +$165K +12,825 New
SP
1149
Successful Portfolios
Florida
$167K +$2.63K +204 +2%
UAG
1150
United Advisor Group
Ohio
$167K +$164K +12,744 New
44 45
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