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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1751
WealthShield Partners
North Carolina
$798K +$14.1K +234 +2%
GC
1752
Gilbert & Cook
Iowa
$797K +$483 +8 +0.1%
IF
1753
IRON Financial
Illinois
$797K -$15.3K -253 -2%
TWA
1754
TPB Wealth Advisors
Texas
$796K -$18.8K -312 -2%
TWA
1755
Talisman Wealth Advisors
New Jersey
$793K +$753K +12,467 New
AFP
1756
Ausdal Financial Partners
Iowa
$793K +$75.3K +1,248 +11%
WW
1757
Waterfront Wealth
Kansas
$791K -$4.04K -67 -0.5%
FAM
1758
Formidable Asset Management
Ohio
$790K -$60.4K -1,000 -7%
CM
1759
Cornerstone Management
Georgia
$789K – – –
WC
1760
Whitney & Co
New York
$788K +$18.1K +300 +2%
BEC
1761
Blue Edge Capital
Virginia
$788K – – –
MIM
1762
Morningstar Investment Management
Illinois
$785K +$745K +12,334 New
CFS
1763
CRA Financial Services
New Jersey
$784K +$7.12K +118 +1%
JSC
1764
Jackson Square Capital
California
$784K -$23.6K -391 -3%
CPWM
1765
Cypress Point Wealth Management
Texas
$783K +$10.8K +179 +1%
TC
1766
Toews Corporation
New Jersey
$782K -$417K -6,900 -36%
GAG
1767
GM Advisory Group
New York
$782K – – –
AIM
1768
Alhambra Investment Management
Florida
$782K – – –
CCFCSB
1769
Cape Cod Five Cents Savings Bank
Massachusetts
$781K -$16.3K -270 -2%
PH
1770
Pinnacle Holdings
Oklahoma
$779K -$97.7K -1,618 -12%
JWA
1771
JFS Wealth Advisors
Pennsylvania
$774K -$133K -2,210 -15%
SCI
1772
S&CO Inc
Massachusetts
$774K – – –
AWM
1773
Adams Wealth Management
Utah
$773K +$75.9K +1,257 +12%
SFP
1774
Sweet Financial Partners
Minnesota
$772K +$121K +2,000 +20%
AI
1775
AXS Investments
New York
$770K -$88.2K -1,461 -11%
69 70
71
72 73