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Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1601
Raab & Moskowitz Asset Management
New Jersey
$1.04M -$13.7K -252 -1%
9WM
1602
9258 Wealth Management
Ohio
$1.04M -$7.81K -144 -0.7%
PMG
1603
ProVise Management Group
Florida
$1.04M -$1.21M -22,305 -53%
CA
1604
Corrado Advisors
New Jersey
$1.04M +$1.06M +19,506 New
TSWM
1605
Triangle Securities Wealth Management
North Carolina
$1.04M +$11K +203 +1%
LSPW
1606
Lake Street Private Wealth
Illinois
$1.04M +$59.9K +1,105 +6%
BG
1607
Bollard Group
Massachusetts
$1.03M +$6.72K +124 +0.6%
HIC
1608
Harvey Investment Company
Kentucky
$1.03M – – –
IWS
1609
Insight Wealth Strategies
California
$1.03M +$68.6K +1,265 +7%
RG
1610
Retirement Group
California
$1.03M +$705K +12,997 +206%
EPA
1611
Element Pointe Advisors
Florida
$1.03M -$130K -2,405 -11%
BI
1612
Ballast Inc
Kentucky
$1.02M +$37.5K +691 +4%
CG
1613
CFO4Life Group
Texas
$1.02M – – –
GKWIM
1614
Gerber Kawasaki Wealth & Investment Management
California
$1.02M +$37.1K +684 +4%
B
1615
Brightworth
Georgia
$1.02M +$77.8K +1,435 +8%
RCS
1616
Retirement Capital Strategies
California
$1.02M – – –
WDC
1617
Woodward Diversified Capital
California
$1.02M +$19K +350 +2%
IFWM
1618
Institute for Wealth Management
Colorado
$1.02M -$3.52K -65 -0.3%
TAM
1619
Taurus Asset Management
New York
$1.01M -$113K -2,084 -10%
CWP
1620
Corepath Wealth Partners
Arizona
$1.01M – – –
KTC
1621
Kistler-Tiffany Companies
Pennsylvania
$1.01M -$54.8K -1,011 -5%
AI
1622
Accredited Investors
Minnesota
$1.01M +$23.8K +439 +2%
HIM
1623
Herald Investment Management
United Kingdom
$1.01M – – –
TAIM
1624
TD Ameritrade Investment Management
Nebraska
$1.01M +$201K +3,713 +23%
SIA
1625
Strategic Investment Advisors
Michigan
$1.01M -$401K -7,397 -28%
63 64
65
66 67