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Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
1751
Atlas Private Wealth Advisors
New Jersey
$589K +$74.5K +1,441 +15%
MFG
1752
Merit Financial Group
Georgia
$587K -$4.03K -78 -0.7%
BT
1753
Brandywine Trust
Delaware
$586K – – –
KA
1754
Kercheville Advisors
Texas
$586K +$560K +10,825 New
KP
1755
Keel Point
Alabama
$585K +$15.7K +303 +3%
SB
1756
Strategic Blueprint
Georgia
$584K +$551K +10,648 New
SWMG
1757
Strategic Wealth Management Group
Maryland
$583K +$155K +2,996 +39%
MC
1758
Montag & Caldwell
Georgia
$581K +$41.4K +800 +8%
MA
1759
MJP Associates
Connecticut
$579K +$545K +10,550 New
MSR
1760
Main Street Research
Connecticut
$578K +$64.9K +1,256 +14%
AC
1761
Avestar Capital
New York
$574K -$72.3K -1,398 -12%
NGA
1762
Naples Global Advisors
Florida
$574K +$88.5K +1,711 +20%
AWA
1763
Aaron Wealth Advisors
Illinois
$571K +$539K +10,426 New
SOAMC
1764
Spirit of America Management Corp
New York
$570K – – –
IAP
1765
Indie Asset Partners
Indiana
$568K +$103 +2 +0%
DWM
1766
Dakota Wealth Management
Florida
$568K +$115K +2,227 +27%
CCFM
1767
Clear Creek Financial Management
Washington
$566K +$534K +10,334 New
PP
1768
Professional Planning
California
$565K +$533K +10,305 New
PMFA
1769
Plante Moran Financial Advisors
Michigan
$564K +$7.45K +144 +1%
PIMG
1770
Patriot Investment Management Group
Tennessee
$560K -$83.7K -1,619 -14%
JWCA
1771
J.W. Coons Advisors
Ohio
$559K -$10.6K -205 -2%
PCAP
1772
Pratt Collard Advisory Partners
New York
$559K -$10.3K -199 -2%
IIM
1773
Ironwood Investment Management
Massachusetts
$559K +$7.81K +151 +2%
BFG
1774
Berger Financial Group
Minnesota
$558K +$526K +10,180 New
LBD
1775
Landsberg Bennett & Dubbaneh
Florida
$557K -$504K -9,747 -49%
69 70
71
72 73