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Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1351
Carolinas Wealth Consulting
North Carolina
$234K +$458 +2 +0.2%
TA
1352
Tiedemann Advisors
New York
$233K +$214K +937 New
GWM
1353
Geneos Wealth Management
Colorado
$233K +$458 +2 +0.2%
MHR
1354
Matthew Hamilton Rosenberg
$232K -$24.5K -107 -10%
BFA
1355
Bill Few Associates
Pennsylvania
$232K – – –
TSWM
1356
Triangle Securities Wealth Management
North Carolina
$231K -$2.29K -10 -1%
PCM
1357
Poehling Capital Management
Wisconsin
$229K -$323K -1,413 -60%
EWA
1358
Encompass Wealth Advisors
Oregon
$229K – – –
GCA
1359
Gradient Capital Advisors
California
$229K – – –
PFGIA
1360
Patriot Financial Group Insurance Agency
Massachusetts
$229K +$6.18K +27 +3%
PWMG
1361
Prestige Wealth Management Group
New Jersey
$229K +$6.41K +28 +3%
NRI
1362
NFP Retirement Inc
California
$229K +$2.29K +10 +1%
TPCW
1363
TD Private Client Wealth
New York
$228K +$3.89K +17 +2%
CW
1364
Channel Wealth
California
$227K -$72.8K -318 -26%
EP
1365
Eudaimonia Partners
Tennessee
$227K -$22.4K -98 -10%
APW
1366
Aurora Private Wealth
New Jersey
$226K +$5.95K +26 +3%
SL
1367
Salomon & Ludwin
Virginia
$225K -$2.98K -13 -1%
USCWA
1368
U.S. Capital Wealth Advisors
Texas
$224K +$207K +905 New
PWMG
1369
Provence Wealth Management Group
California
$224K +$207K +903 New
CPRC
1370
Consolidated Portfolio Review Corp
New York
$223K – – –
FMN
1371
Financial Management Network
California
$222K +$206K +898 New
GIA
1372
Gateway Investment Advisers
Ohio
$222K -$22.7K -99 -10%
LWM
1373
Lyell Wealth Management
California
$221K -$406K -1,775 -67%
PI
1374
PFS Investments
Georgia
$221K +$204K +891 New
SCM
1375
Sitrin Capital Management
California
$221K – – –
53 54
55
56 57