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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1101
Greenwich Wealth Management
Connecticut
$304K -$93K -1,390 -26%
NFG
1102
Nations Financial Group
Iowa
$304K -$68.2K -1,020 -20%
VT
1103
Vise Technologies
New York
$303K +$8.43K +126 +3%
VP
1104
Verum Partners
North Carolina
$303K -$92.2K -1,378 -26%
LA
1105
Legacy Advisors
Pennsylvania
$303K -$212K -3,172 -44%
PP
1106
PDS Planning
Ohio
$302K +$5.02K +75 +2%
RSWM
1107
Robertson Stephens Wealth Management
California
$302K -$88.8K -1,327 -25%
CW
1108
CreativeOne Wealth
Kansas
$301K -$187K -2,797 -41%
GWS
1109
Glassman Wealth Services
Virginia
$299K -$90.2K -1,349 -26%
HWA
1110
HCR Wealth Advisors
California
$298K -$74.1K -1,108 -22%
WC
1111
Westhampton Capital
North Carolina
$298K -$72.3K -1,081 -22%
FWM
1112
Forza Wealth Management
Florida
$298K -$73.3K -1,096 -22%
RWP
1113
RWA Wealth Partners
Massachusetts
$297K -$76.5K -1,144 -23%
AWM
1114
Aberdeen Wealth Management
Illinois
$297K -$73.2K -1,094 -22%
BCM
1115
Becker Capital Management
Oregon
$296K -$96.3K -1,439 -27%
ACI
1116
Alpha Cubed Investments
California
$296K -$77.7K -1,161 -23%
AWM
1117
AllSquare Wealth Management
New York
$296K -$72.9K -1,090 -22%
AWM
1118
Avior Wealth Management
Nebraska
$295K -$152K -2,277 -37%
FFS
1119
Founders Financial Securities
Maryland
$294K -$75.1K -1,123 -23%
CCM
1120
Check Capital Management
California
$293K -$21.2K -317 -8%
MGWM
1121
Marks Group Wealth Management
Minnesota
$292K -$50K -747 -16%
MSFS
1122
Main Street Financial Solutions
Pennsylvania
$292K -$375K -5,608 -59%
PFSC
1123
Peoples Financial Services Corp
Pennsylvania
$292K -$81.2K -1,213 -24%
AF
1124
Arrow Financial
New York
$291K -$76.9K -1,150 -23%
JF
1125
Jump Financial
Illinois
$291K +$255K +3,819 New
43 44
45
46 47