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Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
851
Pekin Hardy Strauss
Illinois
$947K – – –
WA1
852
Wimmer Associates 1
California
$945K – – –
TCM
853
TD Capital Management
Tennessee
$944K +$1.37K +6 +0.2%
BWP
854
Baldwin Wealth Partners
Massachusetts
$942K -$13.7K -60 -2%
SDWIA
855
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$937K +$167K +729 +24%
NHC
856
Nicholas Hoffman & Company
Georgia
$932K -$32K -140 -4%
LT
857
Legacy Trust
Michigan
$932K -$51.9K -227 -6%
SAF
858
Smith Anglin Financial
Texas
$926K +$489K +2,135 +133%
CWM
859
Circle Wealth Management
New Jersey
$923K +$3.43K +15 +0.4%
SMH
860
Sanders Morris Harris
Texas
$916K +$847K +3,700 New
FFG
861
Fortem Financial Group
California
$912K -$50.6K -221 -6%
MWM
862
Mission Wealth Management
California
$911K +$50.8K +222 +6%
MLA
863
MB, Levis & Associates
Pennsylvania
$902K +$3.43K +15 +0.4%
GSEP
864
Golden State Equity Partners
California
$899K -$84.2K -368 -9%
CC
865
Courier Capital
New York
$897K +$8.01K +35 +1%
LC
866
LCNB Corp
Ohio
$891K -$60.6K -265 -7%
NAMP
867
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$890K +$5.72K +25 +0.7%
CL
868
Choreo LLC
Illinois
$890K -$5.95K -26 -0.7%
EAM
869
EFG Asset Management
Oregon
$889K -$387K -1,692 -32%
TCOV
870
Trust Company of Vermont
Vermont
$888K +$151K +661 +23%
AWC
871
Abundance Wealth Counselors
Pennsylvania
$886K +$21.3K +93 +3%
LA
872
Lakeside Advisors
Washington
$883K +$229 +1 +0%
HSA
873
HBK Sorce Advisory
Pennsylvania
$883K +$10.5K +46 +1%
DFC
874
DB Fitzpatrick & Co
Idaho
$882K -$235K -1,027 -22%
WAM
875
WealthTrust Asset Management
Florida
$879K +$812K +3,547 New
33 34
35
36 37