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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
Centric Wealth Management
Illinois
$706K +$42K +782 +7%
AF
1552
Allworth Financial
California
$702K +$51.9K +966 +8%
WBC
1553
West Branch Capital
Massachusetts
$702K +$682K +12,688 New
FAM
1554
Formidable Asset Management
Ohio
$699K +$659K +12,261 New
FFS
1555
Founders Financial Securities
Maryland
$695K +$33.2K +617 +5%
AWM
1556
Aries Wealth Management
Maine
$692K – – –
WP
1557
WealthPLAN Partners
Nebraska
$691K +$159K +2,957 +34%
OL
1558
Optas LLC
Texas
$691K +$672K +12,504 New
GIM
1559
Goelzer Investment Management
Indiana
$690K -$9.36K -174 -1%
SA
1560
Strategic Advisors
New York
$689K +$5.86K +109 +0.9%
AFA
1561
American Financial Advisors
Georgia
$688K +$376 +7 +0.1%
FI
1562
FormulaFolio Investments
Michigan
$684K -$109K -2,035 -14%
CNB
1563
Camden National Bank
Maine
$684K -$14.4K -267 -2%
GP
1564
Girard Partners
Pennsylvania
$683K -$14.7K -273 -2%
PMFA
1565
Plante Moran Financial Advisors
Michigan
$683K +$99K +1,841 +18%
BFC
1566
Bedel Financial Consulting
Indiana
$681K +$1.24K +23 +0.2%
VF
1567
Virtu Financial
New York
$680K -$847K -15,755 -56%
SWA
1568
SFMG Wealth Advisors
Texas
$678K -$61.5K -1,143 -9%
LFA
1569
Legacy Financial Advisors
Kentucky
$677K -$20.8K -387 -3%
KLWA
1570
Kelly Lawrence W & Associates
California
$677K – – –
S
1571
SimplyRich
California
$677K – – –
MTIM
1572
Marathon Trading Investment Management
Pennsylvania
$675K +$656K +12,200 New
AFC
1573
AFT Forsyth & Company
Florida
$673K – – –
MFW
1574
Meristem Family Wealth
Minnesota
$670K – – –
GFP
1575
Gryphon Financial Partners
Ohio
$669K +$29.1K +542 +5%
61 62
63
64 65