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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1726
Westmount Partners
California
$799K +$6.63K +22 +0.9%
PWW
1727
Pettyjohn Wood & White
Virginia
$798K +$130K +432 +20%
HPC
1728
Hobart Private Capital
North Carolina
$797K +$10.8K +36 +1%
PIFP
1729
Partners in Financial Planning
Virginia
$797K +$602 +2 +0.1%
LCM
1730
Lazari Capital Management
California
$794K -$10.2K -34 -1%
S
1731
Sunpointe
Missouri
$794K +$36.7K +122 +5%
AF
1732
AGP Franklin
Tennessee
$794K +$903 +3 +0.1%
BPWM
1733
BCS Private Wealth Management
New Jersey
$792K – – –
CB
1734
Community Bank
New York
$792K +$11.1K +37 +1%
BFF
1735
Byrne Financial Freedom
Massachusetts
$790K +$2.11K +7 +0.3%
DI
1736
Diligent Investors
California
$788K +$121K +402 +19%
TLA
1737
Tanglewood Legacy Advisors
Texas
$787K – – –
KLCM
1738
KG&L Capital Management
Louisiana
$787K +$132K +440 +21%
SA
1739
Strategic Advisors
New York
$785K -$7.23K -24 -0.9%
NP
1740
Nilsine Partners
Colorado
$785K +$204K +679 +36%
FWI
1741
Facet Wealth Inc
Maryland
$782K +$344K +1,144 +75%
SPA
1742
Sherbrooke Park Advisers
New York
$781K +$764K +2,537 New
GWM
1743
Greenwich Wealth Management
Connecticut
$781K -$16K -53 -2%
IIM
1744
Ironwood Investment Management
Massachusetts
$778K – – –
PWG
1745
Portside Wealth Group
Utah
$777K +$230K +764 +43%
SIS
1746
Sound Income Strategies
Florida
$777K -$2.41K -8 -0.3%
CIM
1747
Capital Investment Management
Missouri
$776K +$759K +2,520 New
GS
1748
GWN Securities
Florida
$776K +$104K +344 +16%
AW
1749
Alteri Wealth
California
$776K +$6.02K +20 +0.8%
SL
1750
Salomon & Ludwin
Virginia
$774K -$301 -1 -0%
68 69
70
71 72