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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
676
Legacy Wealth Management (Mississippi)
Mississippi
$440K +$502K +2,542 New
WC
677
Woodstock Corp
Massachusetts
$439K +$28.6K +145 +6%
HAG
678
HighPoint Advisor Group
Illinois
$436K +$12.8K +65 +3%
RWA
679
Ropes Wealth Advisors
Massachusetts
$435K -$78.9K -400 -14%
SFSG
680
Sound Financial Strategies Group
Mississippi
$433K -$687K -3,483 -59%
APW
681
Aurora Private Wealth
New Jersey
$430K +$87.2K +442 +22%
S
682
SignatureFD
Georgia
$427K -$102K -518 -17%
OBGC
683
O'Brien Greene & Co
Pennsylvania
$415K -$44.4K -225 -9%
APP
684
Avantax Planning Partners
Iowa
$413K +$151K +766 +47%
MOS
685
MGO One Seven
Ohio
$409K -$239K -1,211 -34%
CIAS
686
Capital Investment Advisory Services
North Carolina
$409K -$11.8K -60 -2%
LC
687
LCNB Corp
Ohio
$407K – – –
MCM
688
Manchester Capital Management
Vermont
$407K – – –
PCM
689
Parsons Capital Management
Rhode Island
$406K -$345K -1,750 -43%
GAM
690
Griffin Asset Management
New York
$404K -$2.76K -14 -0.6%
FAM
691
Formidable Asset Management
Ohio
$398K +$236K +1,194 +111%
AC
692
Abbrea Capital
California
$397K -$35.5K -180 -7%
ZB
693
Zions Bancorporation
Utah
$395K -$246K -1,246 -35%
PAM
694
Palisade Asset Management
Minnesota
$394K +$110K +557 +32%
PCM
695
Pointe Capital Management
Michigan
$392K – – –
BIC
696
Beach Investment Counsel
Pennsylvania
$389K – – –
PG
697
Proffitt & Goodson
Tennessee
$387K -$28.2K -143 -6%
VCA
698
Verdence Capital Advisors
Maryland
$386K +$441K +2,233 New
WSTAM
699
Wilbanks Smith & Thomas Asset Management
Virginia
$381K +$47.6K +241 +12%
RW
700
REDW Wealth
New Mexico
$380K – – –
26 27
28
29 30