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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1926
Legacy Wealth Planning
Nevada
$671K +$627K +11,205 New
PGWM
1927
Parisi Gray Wealth Management
New Jersey
$669K -$49K -876 -7%
BAMF
1928
BI Asset Management Fondsmaeglerselskab
Denmark
$668K -$2.4M -42,930 -79%
POIA
1929
Pin Oak Investment Advisors
Texas
$668K -$50.6K -905 -7%
GCA
1930
Gradient Capital Advisors
California
$668K +$23.8K +426 +4%
PAS
1931
Partnervest Advisory Services
California
$662K -$249K -4,450 -29%
SAM
1932
Seelaus Asset Management
New Jersey
$659K -$75.8K -1,355 -11%
BIC
1933
Beach Investment Counsel
Pennsylvania
$659K – – –
FM
1934
Family Management
New York
$657K +$839 +15 +0.1%
SL
1935
Stevard LLC
Illinois
$657K +$614K +10,975 New
BFC
1936
Blue Fin Capital
Rhode Island
$656K +$2.41K +43 +0.4%
LWPC
1937
Legacy Wealth Partners (California)
California
$655K +$545K +9,732 New
SWP
1938
Strategic Wealth Partners
Ohio
$654K -$200K -3,570 -25%
MA
1939
MONECO Advisors
Connecticut
$652K +$22.8K +407 +4%
CFS
1940
CRA Financial Services
New Jersey
$652K +$51.9K +927 +9%
FIM
1941
Fruth Investment Management
Texas
$651K – – –
BIA
1942
BHK Investment Advisors
Alabama
$650K -$43.6K -779 -7%
SW
1943
SkyOak Wealth
Michigan
$650K +$608K +10,864 New
PFGIA
1944
Patriot Financial Group Insurance Agency
Massachusetts
$646K -$38.2K -683 -6%
AIC
1945
Archer Investment Corporation
Indiana
$645K +$28.7K +513 +3%
CWM
1946
Circle Wealth Management
New Jersey
$642K -$23.3K -417 -4%
IFG
1947
Investors Financial Group
Minnesota
$641K +$599K +10,706 New
GAG
1948
GM Advisory Group
New York
$640K – – –
WAG
1949
Winthrop Advisory Group
Massachusetts
$638K +$13.3K +237 +2%
KF
1950
Krilogy Financial
Missouri
$638K +$92.2K +1,648 +18%
76 77
78
79 80