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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
1601
Global Wealth Management Investment Advisory
Florida
$37.9K – – –
CB
1602
CNB Bank
Pennsylvania
$36.4K – – –
DF
1603
DecisionPoint Financial
Arizona
$36.2K – – –
VWM
1604
Venturi Wealth Management
Texas
$35.9K -$2.29K -9 -6%
BFPW
1605
BOK Financial Private Wealth
Colorado
$34.4K +$26.2K +103 +322%
CMP
1606
Coston McIsaac & Partners
Maine
$34K – – –
NMM
1607
Naples Money Management
Florida
$33.9K +$34K +134 New
VNA
1608
Valley National Advisers
Pennsylvania
$33K +$18.8K +74 +123%
BWL
1609
Bogart Wealth LLC
Virginia
$32.9K -$5.33K -21 -14%
NFA
1610
Northwest Financial Advisors
Virginia
$32.9K +$33K +130 New
CAC
1611
Core Alternative Capital
Georgia
$32.7K -$7.11K -28 -18%
BWM
1612
Baystate Wealth Management
Massachusetts
$32.6K -$6.35K -25 -16%
QC
1613
Quent Capital
New York
$32.5K +$254 +1 +0.8%
WAS
1614
Winch Advisory Services
Wisconsin
$32.3K -$1.02K -4 -3%
S
1615
Sachetta
Massachusetts
$32.2K +$32.3K +127 New
PS
1616
Planned Solutions
California
$31.9K +$32K +126 New
TVAMP
1617
Tennessee Valley Asset Management Partners
Tennessee
$30.5K +$30.7K +121 New
CP
1618
Castleview Partners
Texas
$30.2K +$20.1K +79 +198%
RS
1619
Rakuten Securities
Japan
$29.6K +$29.7K +117 New
PCTC
1620
Perkins Coie Trust Company
Washington
$28.8K -$5.59K -22 -16%
TWP
1621
TFO Wealth Partners
Ohio
$28.6K -$254 -1 -0.9%
VAG
1622
VisionPoint Advisory Group
Texas
$28.3K -$31.5K -124 -53%
PWMG
1623
Private Wealth Management Group
New Jersey
$27.8K +$27.9K +110 New
CTWM
1624
Cherry Tree Wealth Management
Minnesota
$27.6K – – –
GG
1625
Gleason Group
Kentucky
$27.1K – – –
63 64
65
66 67