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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1276
Prentice Wealth Management
New York
$740K +$3.77K +8 +0.5%
S
1277
SimplyRich
California
$740K +$151K +321 +27%
QC
1278
Quent Capital
New York
$740K -$167K -353 -19%
KWA
1279
Kingswood Wealth Advisors
California
$735K +$83K +176 +13%
EWA
1280
Eagle Wealth Advisors
Connecticut
$726K +$114K +242 +20%
NHC
1281
Nicholas Hoffman & Company
Georgia
$721K +$30.7K +65 +5%
MWM
1282
Meridian Wealth Management
Kentucky
$721K -$542K -1,148 -44%
PW
1283
PUREfi Wealth
Massachusetts
$721K +$102K +217 +18%
UF
1284
Univest Financial
Pennsylvania
$719K -$9.44K -20 -1%
WPW
1285
Waldron Private Wealth
Pennsylvania
$719K +$69.8K +148 +11%
FFA
1286
Founders Financial Alliance
North Carolina
$718K +$2.83K +6 +0.4%
SWA
1287
Stratos Wealth Advisors
Ohio
$716K -$112K -237 -14%
CWP
1288
Clark Wealth Partners
Illinois
$715K +$676K +1,432 +13,018%
FFP
1289
FourThought Financial Partners
Florida
$715K -$13.2K -28 -2%
MWM
1290
Modera Wealth Management
New Jersey
$715K +$119K +253 +21%
AWM
1291
Aprio Wealth Management
Georgia
$713K +$308K +653 +83%
BDL
1292
Banque de Luxembourg
Luxembourg
$712K +$87.8K +186 +15%
LWMM
1293
Legacy Wealth Management (Mississippi)
Mississippi
$706K – – –
IAS
1294
Insigneo Advisory Services
Florida
$705K +$82.1K +174 +14%
SIC
1295
Salem Investment Counselors
North Carolina
$704K – – –
RFS
1296
Richardson Financial Services
Massachusetts
$703K -$7.08K -15 -1%
VCM
1297
Violich Capital Management
California
$702K – – –
CLIP
1298
Colter Lewis Investment Partners
Connecticut
$700K +$666K +1,411 New
FA
1299
FDx Advisors
Illinois
$698K +$664K +1,408 New
CFMC
1300
Curbstone Financial Management Corp
New Hampshire
$696K -$3.77K -8 -0.6%
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