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Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1226
Sound View Wealth Advisors Group
Georgia
$756K -$277K -607 -27%
S
1227
SimplyRich
California
$756K -$271K -594 -27%
IAMOG
1228
Investors Asset Management of Georgia
Georgia
$755K -$4.56K -10 -0.6%
PA
1229
Prossimo Advisors
California
$751K +$52.5K +115 +8%
EPIME
1230
Evelyn Partners Investment Management (Europe)
$751K -$50.2K -110 -6%
RMSCM
1231
R.M. Sincerbeaux Capital Management
New York
$751K – – –
APC
1232
Aspire Private Capital
North Carolina
$747K +$10K +22 +1%
UF
1233
Univest Financial
Pennsylvania
$746K +$18.3K +40 +3%
KA
1234
Klingman & Associates
New York
$743K +$252K +553 +54%
FA
1235
FDx Advisors
Illinois
$737K -$11.9K -26 -2%
SCP
1236
Sivia Capital Partners
California
$736K +$118K +259 +20%
TC
1237
TownSquare Capital
Utah
$734K -$4.12M -9,025 -85%
IFG
1238
Independent Financial Group
California
$734K +$39.3K +86 +6%
RP
1239
Riverwater Partners
Wisconsin
$732K +$27.8K +61 +4%
BMC
1240
Benin Management Corp
Connecticut
$731K +$40.6K +89 +6%
AAP
1241
Arax Advisory Partners
Colorado
$727K +$42K +92 +6%
PWP
1242
Principle Wealth Partners
Connecticut
$725K +$147K +323 +26%
BHWM
1243
Bar Harbor Wealth Management
New Hampshire
$725K – – –
SB
1244
SIG Brokerage
New York
$724K +$704K +1,543 New
OBGC
1245
O'Brien Greene & Co
Pennsylvania
$723K – – –
KCM
1246
Kathmere Capital Management
Pennsylvania
$721K +$913 +2 +0.1%
PI
1247
PFG Investments
New York
$721K +$15.1K +33 +2%
PL
1248
Plancorp LLC
Missouri
$719K +$9.59K +21 +1%
SIM
1249
Sentry Investment Management
Wisconsin
$717K – – –
MS
1250
Maven Securities
Jersey
$717K +$697K +1,528 New
48 49
50
51 52