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Name Holding Trade Value Shares
Change 		Change in
Stake
PDL
1251
Portfolio Design Labs
California
$492K +$189K +429 +62%
CPG
1252
Cornerstone Planning Group
New Jersey
$489K -$4.4K -10 -0.9%
SCI
1253
Silver Coast Investments
United States
$488K +$15.8K +36 +3%
QC
1254
Quent Capital
New York
$487K -$7.04K -16 -1%
SWA
1255
Sax Wealth Advisors
New Jersey
$487K +$488K +1,109 New
S
1256
Sachetta
Massachusetts
$485K +$1.76K +4 +0.4%
C
1257
Certuity
Florida
$483K -$78.8K -179 -14%
GDP
1258
Great Diamond Partners
Maine
$483K -$22.4K -51 -4%
FFO
1259
Fiduciary Family Office
Florida
$482K -$175K -398 -27%
CSIC
1260
Clifford Swan Investment Counsel
California
$482K – – –
IC
1261
Inscription Capital
Texas
$482K +$880 +2 +0.2%
OCM
1262
One Capital Management
California
$480K +$202K +458 +72%
MWA
1263
Midland Wealth Advisors
Illinois
$480K – – –
IFAM
1264
Institutional & Family Asset Management
Colorado
$480K +$7.48K +17 +2%
CA
1265
Cullinan Associates
Kentucky
$478K – – –
PWAM
1266
Pinnacle West Asset Management
Wyoming
$478K +$2.64K +6 +0.6%
CC
1267
Callan Capital
California
$476K +$33.9K +77 +8%
IFWM
1268
Institute for Wealth Management
Colorado
$474K -$1.32K -3 -0.3%
VC
1269
Vicus Capital
Pennsylvania
$473K -$3.08K -7 -0.6%
BAM
1270
Berkshire Asset Management
Pennsylvania
$473K +$151K +344 +47%
FTA
1271
Financial & Tax Architects
Missouri
$471K +$112K +255 +31%
HWMO
1272
Heritage Wealth Management (Ohio)
Ohio
$471K +$476K +1,081 New
KFGK
1273
Keystone Financial Group (Kentucky)
Kentucky
$468K – – –
GIA
1274
GHP Investment Advisors
Colorado
$466K +$15.8K +36 +4%
ZIC
1275
ZWJ Investment Counsel
Georgia
$466K -$74.8K -170 -14%
49 50
51
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