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Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1226
Gen-Wealth Partners
Michigan
$725K -$86.2K -182 -11%
PL
1227
Plancorp LLC
Missouri
$724K -$3.79K -8 -0.5%
KA
1228
Klingman & Associates
New York
$719K -$32.7K -69 -4%
BHWM
1229
Bar Harbor Wealth Management
New Hampshire
$718K -$15.6K -33 -2%
OBGC
1230
O'Brien Greene & Co
Pennsylvania
$718K -$14.7K -31 -2%
BHA
1231
Beech Hill Advisors
New York
$713K – – –
CIAS
1232
Capital Investment Advisory Services
North Carolina
$712K +$45.9K +97 +7%
AFP
1233
Ausdal Financial Partners
Iowa
$712K +$182K +385 +35%
OWP
1234
ORG Wealth Partners
Texas
$709K +$458K +967 +185%
NAM
1235
NTV Asset Management
West Virginia
$707K +$38.3K +81 +6%
SFSG
1236
Sound Financial Strategies Group
Mississippi
$705K -$71K -150 -9%
FA
1237
Fiduciary Alliance
South Carolina
$705K +$13.7K +29 +2%
SA
1238
Sovran Advisors
California
$703K +$260K +549 +51%
EPIME
1239
Evelyn Partners Investment Management (Europe)
$703K -$56.8K -120 -8%
C
1240
Certuity
Florida
$703K +$123K +260 +21%
MG
1241
McHugh Group
Ohio
$701K – – –
SG
1242
StoneX Group
New York
$695K +$71K +150 +11%
PWM
1243
Prentice Wealth Management
New York
$694K +$4.73K +10 +0.7%
SCA
1244
STALEY CAPITAL ADVISERS
Pennsylvania
$694K – – –
MIC
1245
Meridian Investment Counsel
California
$693K +$131K +276 +23%
LCWP
1246
Legacy Capital Wealth Partners
Arkansas
$691K +$3.79K +8 +0.6%
WI
1247
WrapManager Inc
California
$680K -$144K -305 -18%
SIC
1248
Salem Investment Counselors
North Carolina
$677K +$2.84K +6 +0.4%
CFG
1249
Carr Financial Group
Massachusetts
$677K +$1.42K +3 +0.2%
AWM
1250
AllSquare Wealth Management
New York
$674K -$36.9K -78 -5%
48 49
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