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Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1076
D.J. St. Germain
Massachusetts
$740K +$25.6K +65 +4%
LWMM
1077
Legacy Wealth Management (Mississippi)
Mississippi
$730K – – –
S
1078
SimplyRich
California
$729K +$282K +716 +68%
HC
1079
Hara Capital
Washington
$726K +$697K +1,768 New
KAS
1080
KPP Advisory Services
Kentucky
$725K +$17K +43 +2%
RPWA
1081
Regent Peak Wealth Advisors
Georgia
$725K +$272K +689 +64%
HCM
1082
Howland Capital Management
Massachusetts
$720K -$20.9K -53 -3%
MFA
1083
Mayflower Financial Advisors
Massachusetts
$719K +$96.6K +245 +16%
CCG
1084
Cloverfields Capital Group
Minnesota
$718K +$689K +1,748 New
MRCM
1085
M&R Capital Management
New Jersey
$715K -$11.4K -29 -2%
RCA
1086
Resonant Capital Advisors
Wisconsin
$711K +$18.1K +46 +3%
CFP
1087
Catalyst Financial Partners
Massachusetts
$710K +$50.5K +128 +8%
LCWP
1088
Legacy Capital Wealth Partners
Arkansas
$708K -$94.2K -239 -12%
BIP
1089
Blueprint Investment Partners
North Carolina
$698K +$95.4K +242 +17%
AO
1090
Advisor OS
Illinois
$688K +$241K +611 +57%
MIS
1091
Morningstar Investment Services
Illinois
$687K +$408K +1,034 +161%
IAMOG
1092
Investors Asset Management of Georgia
Georgia
$684K – – –
BWM
1093
Baron Wealth Management
Michigan
$676K +$7.89K +20 +1%
LFA
1094
Legacy Financial Advisors
Kentucky
$674K +$46.1K +117 +8%
CWM
1095
Chesapeake Wealth Management
Virginia
$674K -$39.4K -100 -6%
SC
1096
Scholtz & Company
Connecticut
$672K +$645K +1,635 New
CIAS
1097
Capital Investment Advisory Services
North Carolina
$672K -$22.9K -58 -3%
SVWAG
1098
Sound View Wealth Advisors Group
Georgia
$669K +$10.3K +26 +2%
WSC
1099
Wellington Shields & Co
New York
$666K +$203K +516 +47%
PCG
1100
PFC Capital Group
California
$661K +$635K +1,610 New
42 43
44
45 46