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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1301
Alta Advisers
United Kingdom
$163K – – –
MAM
1302
Meeder Asset Management
Ohio
$163K -$354 -28 -0.3%
TPW
1303
TL Private Wealth
Texas
$163K +$1.61K +127 +1%
MWP
1304
Meridian Wealth Partners
Pennsylvania
$162K +$6.4K +506 +5%
4WM
1305
44 Wealth Management
Oregon
$162K -$2.97K -235 -2%
PP
1306
PDS Planning
Ohio
$162K +$135K +10,709 New
ADL
1307
Asset Dedication LLC
California
$162K -$28.1K -2,225 -17%
KIG
1308
Kowal Investment Group
Wisconsin
$161K -$152K -12,014 -53%
PA
1309
Procyon Advisors
Connecticut
$161K +$4.52K +357 +3%
MCC
1310
Money Concepts Capital
Florida
$160K +$134K +10,599 New
NFA
1311
Northern Financial Advisors
Michigan
$160K +$147K +11,655 New
PWLP
1312
Prio Wealth Limited Partnership
Massachusetts
$160K -$54.4K -4,300 -29%
CFG
1313
Cooper Financial Group
California
$159K -$19.6K -1,552 -13%
WF
1314
Wayfinding Financial
Washington
$159K +$25.3K +2,003 +20%
AF
1315
Arrow Financial
New York
$159K – – –
BEAM
1316
Baker Ellis Asset Management
Washington
$159K – – –
PCA
1317
Prosperity Capital Advisors
Ohio
$159K +$3.58K +283 +3%
SAA
1318
Southeast Asset Advisors
Georgia
$159K +$133K +10,488 New
ACI
1319
Alpha Cubed Investments
California
$159K -$187K -14,820 -59%
RFA
1320
Register Financial Advisors
Georgia
$159K -$153K -12,128 -54%
AMBIA
1321
Allen Mooney & Barnes Investment Advisors
Georgia
$158K +$132K +10,460 New
SWM
1322
Segment Wealth Management
Texas
$158K +$2.85K +225 +2%
BTI
1323
Blue Trust Inc
Georgia
$158K -$25.6K -2,026 -14%
KWMG
1324
King Wealth Management Group
Florida
$158K -$12.6K -993 -9%
RCA
1325
Resonant Capital Advisors
Wisconsin
$158K +$4.97K +393 +4%
51 52
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