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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1151
Red Door Wealth Management
Tennessee
$103K +$92.5K +6,956 New
GG
1152
Gleason Group
Kentucky
$102K – – –
FP
1153
Financial Perspectives
Minnesota
$102K -$1.01M -75,666 -92%
TPCW
1154
TD Private Client Wealth
New York
$101K +$13 +1 +0%
FWM
1155
Focused Wealth Management
New York
$101K – – –
MA
1156
Modus Advisors
Minnesota
$101K +$90.1K +6,776 New
SFSIG
1157
San Francisco Sentry Investment Group
California
$100K -$2.07K -156 -2%
PFBT
1158
Parkside Financial Bank & Trust
Missouri
$98K -$71.4K -5,369 -45%
LWM
1159
Liberty Wealth Management
California
$98K +$59.9K +4,507 +213%
ATC
1160
Adirondack Trust Company
New York
$92K – – –
CCA
1161
Catalyst Capital Advisors
New York
$92K +$82.4K +6,200 New
BC
1162
Burleson & Co
California
$90K +$33.2K +2,500 +70%
EWM
1163
Edge Wealth Management
New York
$88K +$39.9K +3,000 +105%
DOA
1164
D'Orazio & Associates
Virginia
$87K – – –
HCM
1165
Highlander Capital Management
New Jersey
$87K +$3.99K +300 +5%
AWM
1166
Accel Wealth Management
Iowa
$85K -$3.32K -250 -4%
LWCFA
1167
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$85K +$75.8K +5,699 New
CHA
1168
Carmichael Hill & Associates
Maryland
$84K +$4.39K +330 +6%
PH
1169
Pinnacle Holdings
Oklahoma
$83.5K – – –
POIA
1170
Pin Oak Investment Advisors
Texas
$83K -$13.3K -1,000 -15%
WQ
1171
Wealth Quarterback
New Jersey
$83K +$73.9K +5,559 New
VC
1172
Vestor Capital
Illinois
$82K – – –
CWM
1173
Cranbrook Wealth Management
Michigan
$77K – – –
SIM
1174
Sonora Investment Management
Arizona
$76K -$50.3K -3,784 -43%
RMC
1175
Resources Management Corp
Connecticut
$75K -$3.99K -300 -6%
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