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Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1226
Marks Group Wealth Management
Minnesota
$279K -$5.28K -84 -2%
ACS
1227
Archford Capital Strategies
Illinois
$278K -$18.5K -294 -6%
LFA
1228
Lauterbach Financial Advisors
Texas
$278K +$296K +4,716 New
WPC
1229
Wedmont Private Capital
Pennsylvania
$277K +$273K +4,345 New
BFA
1230
Beaumont Financial Advisors
Massachusetts
$276K -$47.2K -751 -14%
KPCM
1231
Kings Point Capital Management
New York
$276K -$5.47K -87 -2%
RPWA
1232
Regent Peak Wealth Advisors
Georgia
$276K -$4.15K -66 -1%
AWM
1233
Altavista Wealth Management
North Carolina
$276K +$6.22K +99 +2%
WC
1234
Westhampton Capital
North Carolina
$275K -$18.8K -300 -6%
5L
1235
55I LLC
Massachusetts
$275K +$77.9K +1,240 +36%
WJWM
1236
Williams Jones Wealth Management
New York
$273K -$20.3K -323 -7%
BCM
1237
Blume Capital Management
California
$273K -$13.6K -216 -4%
SXL
1238
Summit X LLC
Missouri
$272K -$6.79K -108 -2%
WOSD
1239
WFA of San Diego
California
$272K +$14.9K +237 +5%
BO
1240
BRR OpCo
Ohio
$271K -$51.1K -813 -15%
CYG
1241
Clean Yield Group
Vermont
$271K -$10.8K -172 -4%
FRA
1242
Front Row Advisors
California
$271K – – –
WMA
1243
Wealth Management Associates
New Jersey
$270K +$17.7K +282 +7%
DTC
1244
Davidson Trust Company
Washington
$269K -$5.03K -80 -2%
WAAG
1245
Wealth Alliance Advisory Group
Kansas
$268K -$17.7K -281 -6%
AA
1246
Apriem Advisors
California
$268K +$25.3K +403 +10%
AAS
1247
Annex Advisory Services
Wisconsin
$268K +$56.4K +897 +25%
BONH
1248
Bank of New Hampshire
New Hampshire
$267K -$2M -31,785 -88%
OFG
1249
Oxford Financial Group
Indiana
$267K +$2.89K +46 +1%
CFA
1250
Capstone Financial Advisors
Illinois
$267K +$5.03K +80 +2%
48 49
50
51 52