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Corning
GLW

Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
1251
Welch Capital Partners
New York
$344K – – –
JF
1252
Joule Financial
Kentucky
$344K +$6.73K +103 +3%
KWMG
1253
King Wealth Management Group
Florida
$342K – – –
CT
1254
Chicago Trust
Illinois
$341K +$272K +4,160 New
CIAS
1255
CFS Investment Advisory Services
New Jersey
$341K -$327 -5 -0.1%
SFG
1256
Sovereign Financial Group
Connecticut
$341K +$271K +4,152 New
TPWM
1257
Twelve Points Wealth Management
Massachusetts
$340K -$6.54K -100 -2%
AA
1258
Alta Advisers
United Kingdom
$340K – – –
SQA
1259
Simon Quick Advisors
New Jersey
$340K +$271K +4,144 New
AA
1260
Addison Advisors
Vermont
$339K +$14.7K +225 +6%
MA
1261
MONECO Advisors
Connecticut
$338K +$269K +4,120 New
SEEDPG
1262
S.E.E.D. Planning Group
New York
$334K +$1.37K +21 +0.5%
SOS
1263
Silver Oak Securities
Tennessee
$334K -$4.97K -76 -2%
PWM
1264
Partners Wealth Management
California
$333K +$266K +4,065 New
FCH
1265
Freestone Capital Holdings
Washington
$331K – – –
KCFA
1266
Key Client Fiduciary Advisors
New Jersey
$331K +$14.8K +227 +6%
AWG
1267
Altus Wealth Group
Colorado
$330K -$6.54K -100 -2%
TPA
1268
Trivium Point Advisory
Connecticut
$329K +$2.03K +31 +0.8%
CCAM
1269
Cascades Capital Asset Management
North Carolina
$329K – – –
PAM
1270
Parvin Asset Management
South Dakota
$328K – – –
FIA
1271
Foundations Investment Advisors
Arizona
$327K +$260K +3,985 New
VIPI
1272
Vista Investment Partners II
Indiana
$326K +$260K +3,977 New
WA
1273
Wealth Architects
California
$325K -$16.1K -246 -6%
KCM
1274
KRS Capital Management
Michigan
$325K +$1.5K +23 +0.6%
EGWAG
1275
Elwood & Goetz Wealth Advisory Group
Georgia
$324K – – –
49 50
51
52 53