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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
1176
Greystone Financial Group
Michigan
$644K +$135K +311 +29%
MPM
1177
MBB Public Markets
Illinois
$643K +$599K +1,384 New
AIMA
1178
Ables Iannone Moore & Associates
Georgia
$641K – – –
MI
1179
Motiv8 Investments
Florida
$640K +$119K +275 +25%
MWM
1180
Modera Wealth Management
New Jersey
$640K +$1.73K +4 +0.3%
LMKC
1181
L.M. Kohn & Company
Ohio
$639K +$122K +281 +26%
FAM
1182
Formidable Asset Management
Ohio
$638K +$29.9K +69 +5%
SSW
1183
Smith Shellnut Wilson
Mississippi
$637K – – –
MPCG
1184
Matrix Private Capital Group
New York
$632K – – –
HCM
1185
Helios Capital Management
Singapore
$627K – – –
TGAM
1186
TBH Global Asset Management
Tennessee
$626K +$131K +302 +29%
OFG
1187
Oxford Financial Group
Indiana
$624K +$89.6K +207 +18%
DWM
1188
Dynasty Wealth Management
Florida
$624K +$582K +1,343 New
FHA
1189
First Horizon Advisors
Tennessee
$623K -$45.5K -105 -7%
WI
1190
WrapManager Inc
California
$619K +$90.5K +209 +19%
GGA
1191
Granite Group Advisors
Connecticut
$618K – – –
DFG
1192
Delta Financial Group
New Jersey
$615K -$17.3K -40 -3%
APC
1193
Aspire Private Capital
North Carolina
$614K +$68.4K +158 +14%
GWSG
1194
GPS Wealth Strategies Group
Colorado
$614K -$26K -60 -4%
DL
1195
DOHJ LLC
Washington
$614K +$44.6K +103 +8%
GWM
1196
GDS Wealth Management
Texas
$613K -$20.8K -48 -4%
PWM
1197
Prentice Wealth Management
New York
$611K +$37.7K +87 +7%
FF
1198
Fluent Financial
Texas
$609K +$21.2K +49 +4%
PB
1199
Pinnacle Bancorp
Nebraska
$606K – – –
MW
1200
Marcum Wealth
Ohio
$605K +$5.2K +12 +0.9%
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