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Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
1601
Mitchell McLeod Pugh & Williams
Alabama
$1.47M -$81.1K -802 -7%
PL
1602
Plancorp LLC
Missouri
$1.47M +$562K +5,562 +64%
MA
1603
MBA Advisors
Pennsylvania
$1.47M +$545K +5,386 +105%
ACM
1604
Advance Capital Management
Michigan
$1.47M +$127K +1,253 +14%
AG
1605
Algert Global
California
$1.46M +$1.06M +10,450 New
LWMM
1606
Legacy Wealth Management (Mississippi)
Mississippi
$1.46M +$341K +3,369 +48%
CSC
1607
Caldwell Sutter Capital
California
$1.46M -$163K -1,615 -13%
FG
1608
Fiduciary Group
Georgia
$1.46M -$3.24K -32 -0.3%
RIA
1609
Richwood Investment Advisors
Ohio
$1.45M +$75.8K +750 +8%
TBT
1610
Texas Bank & Trust
Texas
$1.45M +$436K +4,307 +71%
CP
1611
CenterBook Partners
Connecticut
$1.45M -$17.4M -172,025 -94%
SGWP
1612
Sun Group Wealth Partners
California
$1.45M -$2.83K -28 -0.3%
SPWM
1613
Spartan Planning & Wealth Management
North Carolina
$1.44M -$20.7K -205 -2%
IFWM
1614
Institute for Wealth Management
Colorado
$1.44M -$311K -3,074 -23%
KWS
1615
Keystone Wealth Services
California
$1.44M +$518K +5,118 +98%
AIM
1616
Anatole Investment Management
Hong Kong
$1.44M +$404K +4,000 +63%
EFSCE
1617
Enterprise Financial Services Corp (EFSC)
Missouri
$1.43M +$60.2K +595 +6%
SWGC
1618
Summit Wealth Group (Colorado)
Colorado
$1.43M +$189K +1,868 +22%
CWP
1619
Corepath Wealth Partners
Arizona
$1.43M – – –
CFD
1620
Creative Financial Designs
Indiana
$1.42M +$51K +504 +5%
QFA
1621
Quattro Financial Advisors
Texas
$1.42M +$7.79K +77 +0.8%
WSCM
1622
Wellington Shields Capital Management
New York
$1.42M -$389K -3,850 -27%
E
1623
Evansbrook
Illinois
$1.42M +$109K +1,075 +12%
ECM
1624
EagleClaw Capital Management
Massachusetts
$1.42M +$63.2K +625 +7%
WB
1625
Webster Bank
Connecticut
$1.41M -$20.6K -204 -2%
63 64
65
66 67