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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1351
Ignite Planners
California
$264K – – –
SIA
1352
Soltis Investment Advisors
Utah
$263K +$258K +994 New
WP
1353
WealthShield Partners
North Carolina
$262K +$3.9K +15 +2%
MA
1354
MONECO Advisors
Connecticut
$262K +$4.94K +19 +2%
PWMG
1355
Prestige Wealth Management Group
New Jersey
$258K +$12.7K +49 +5%
ATC
1356
Adirondack Trust Company
New York
$255K +$6.76K +26 +3%
GPA
1357
Garrison Point Advisors
California
$254K – – –
IAN
1358
Integrated Advisors Network
Texas
$253K -$7.28K -28 -3%
MHR
1359
Matthew Hamilton Rosenberg
$249K +$780 +3 +0.3%
BFA
1360
Bill Few Associates
Pennsylvania
$248K – – –
APW
1361
Aurora Private Wealth
New Jersey
$247K +$5.46K +21 +2%
PFGIA
1362
Patriot Financial Group Insurance Agency
Massachusetts
$246K +$1.3K +5 +0.5%
EWM
1363
Executive Wealth Management
Michigan
$246K -$45.5K -175 -16%
BL
1364
BFSG LLC
California
$246K +$241K +927 New
EWA
1365
Encompass Wealth Advisors
Oregon
$245K – – –
GCA
1366
Gradient Capital Advisors
California
$245K – – –
AWA
1367
AmeriServ Wealth Advisors
Pennsylvania
$244K +$240K +922 New
TSWM
1368
Triangle Securities Wealth Management
North Carolina
$244K -$2.6K -10 -1%
NRI
1369
NFP Retirement Inc
California
$243K -$1.3K -5 -0.5%
WP
1370
Westmount Partners
California
$243K +$238K +917 New
EP
1371
Eudaimonia Partners
Tennessee
$243K +$260 +1 +0.1%
KI
1372
Kapitalo Investimentos
Brazil
$241K +$106K +408 +81%
AWM
1373
Axxcess Wealth Management
California
$240K +$236K +906 New
MCA
1374
MSH Capital Advisors
Arizona
$239K +$234K +900 New
CIG
1375
Cascade Investment Group
Colorado
$238K -$13K -50 -5%
53 54
55
56 57