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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
2526
Foster & Motley
Ohio
$663K +$14K +25 +2%
GAG
2527
Goodman Advisory Group
Massachusetts
$663K +$155K +278 +31%
MWM
2528
Meadowbrook Wealth Management
New York
$662K -$86.6K -155 -12%
QPWM
2529
Quadrant Private Wealth Management
Pennsylvania
$662K +$159K +284 +32%
CA
2530
Centerpoint Advisors
Massachusetts
$662K – – –
BCM
2531
Becker Capital Management
Oregon
$662K +$4.47K +8 +0.7%
TWM
2532
TCFG Wealth Management
California
$661K +$1.12K +2 +0.2%
ST
2533
Somerset Trust
Pennsylvania
$661K -$5.59K -10 -0.9%
CIA
2534
Citadel Investment Advisory
Ohio
$659K – – –
CG
2535
Cynosure Group
Utah
$658K +$143K +255 +28%
RA
2536
Rise Advisors
New York
$657K +$39.1K +70 +6%
FPWM
2537
FSB Premier Wealth Management
Iowa
$655K -$74.9K -134 -10%
GCM
2538
Generation Capital Management
New York
$655K – – –
HVIA
2539
Hudson Valley Investment Advisors
New York
$655K +$20.1K +36 +3%
FP
2540
Financial Perspectives
Minnesota
$655K – – –
DE
2541
DV Equities
Illinois
$654K +$641K +1,146 New
1WA
2542
180 Wealth Advisors
Washington
$653K -$47K -84 -7%
GKWIM
2543
Gerber Kawasaki Wealth & Investment Management
California
$652K -$3.91K -7 -0.6%
PMSA
2544
Patrick M. Sweeney & Associates
Illinois
$652K – – –
GWM
2545
GDS Wealth Management
Texas
$652K -$35.8K -64 -5%
KMWM
2546
Keudell/Morrison Wealth Management
Oregon
$651K +$637K +1,140 New
BCG
2547
Breakwater Capital Group
New Jersey
$650K +$559 +1 +0.1%
MF
2548
Manchester Financial
California
$650K – – –
MM
2549
MQS Management
New York
$650K +$82.2K +147 +15%
VFG
2550
Victory Financial Group
Texas
$649K +$213K +381 +50%
100 101
102
103 104