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Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1001
Valeo Financial Advisors
Indiana
$410K -$153K -490 -26%
AWM
1002
AllSquare Wealth Management
New York
$408K – – –
MG
1003
Mather Group
Illinois
$408K +$39.7K +127 +10%
GWM
1004
GDS Wealth Management
Texas
$406K – – –
GDP
1005
Great Diamond Partners
Maine
$406K +$19.4K +62 +5%
TIA
1006
Tiemann Investment Advisors
California
$403K -$7.81K -25 -2%
SOAMC
1007
Spirit of America Management Corp
New York
$403K – – –
QTM
1008
qPULA Trading Management
New York
$403K +$437K +1,400 New
MW
1009
Marcum Wealth
Ohio
$401K +$5.62K +18 +1%
FF
1010
FourThought Financial
Florida
$399K -$19.1K -61 -4%
AF
1011
Alerus Financial
North Dakota
$398K -$525K -1,681 -55%
CWM
1012
Congress Wealth Management
Massachusetts
$397K -$42.2K -135 -9%
V
1013
VeraBank
Texas
$394K – – –
SIC
1014
Salem Investment Counselors
North Carolina
$392K +$40.9K +131 +11%
CI
1015
CX Institutional
Indiana
$389K -$19.1K -61 -4%
PWMAG
1016
Pinnacle Wealth Management Advisory Group
New Jersey
$389K +$168K +538 +66%
SSW
1017
Smith Shellnut Wilson
Mississippi
$388K -$42.8K -137 -9%
ACM
1018
Advisors Capital Management
New Jersey
$388K -$3.75K -12 -0.9%
FAIM
1019
Financial Advocates Investment Management
Washington
$384K -$64K -205 -13%
SWM
1020
Spire Wealth Management
Virginia
$382K -$24.4K -78 -6%
FNFDCM
1021
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$382K – – –
PS
1022
Portfolio Strategies
New York
$382K – – –
CWP
1023
Curated Wealth Partners
California
$381K -$112K -357 -21%
AWM
1024
Avior Wealth Management
Nebraska
$381K – – –
1WA
1025
180 Wealth Advisors
Washington
$381K +$312 +1 +0.1%
39 40
41
42 43