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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1401
Principle Wealth Partners
Connecticut
$1.71M +$41.1K +125 +3%
XS
1402
XR Securities
Illinois
$1.7M +$1.61M +4,884 New
CWM
1403
Catalyst Wealth Management
Georgia
$1.69M +$1.6M +4,869 New
WAM
1404
Weatherly Asset Management
California
$1.68M +$562K +1,708 +55%
MA
1405
Mutual Advisors
Nebraska
$1.68M +$22.7K +69 +1%
DC
1406
DeDora Capital
California
$1.68M -$24.4K -74 -2%
HL
1407
HeadInvest LLC
Maine
$1.67M +$48.7K +148 +3%
SFA
1408
Semmax Financial Advisors
North Carolina
$1.67M -$24.4K -74 -2%
MTIC
1409
Missouri Trust & Investment Company
Missouri
$1.67M -$25K -76 -2%
AG
1410
Algert Global
California
$1.66M +$223K +677 +17%
OCM
1411
Orleans Capital Management
Louisiana
$1.66M – – –
LNB
1412
Ledyard National Bank
$1.65M – – –
RG
1413
Richelieu Gestion
France
$1.65M +$239K +725 +18%
UCB
1414
United Community Bank
South Carolina
$1.65M +$21.4K +65 +1%
PTP
1415
Platform Technology Partners
New York
$1.64M -$8.23K -25 -0.5%
CWM
1416
Chemistry Wealth Management
New York
$1.64M +$9.88K +30 +0.6%
MOS
1417
MGO One Seven
Ohio
$1.64M -$85.6K -260 -5%
AM
1418
AGF Management
Ontario, Canada
$1.63M +$1.55M +4,698 New
AWM
1419
Ameliora Wealth Management
Switzerland
$1.63M – – –
CG
1420
Cutler Group
California
$1.63M -$608K -1,847 -28%
IIM
1421
Intact Investment Management
Quebec, Canada
$1.62M -$247K -750 -14%
NB
1422
Nicolet Bankshares
Wisconsin
$1.62M -$11.5K -35 -0.5%
WEG
1423
World Equity Group
Illinois
$1.62M +$8.89K +27 +0.6%
AWM
1424
Aevitas Wealth Management
Massachusetts
$1.61M -$1.32K -4 -0.1%
PA
1425
PFG Advisors
Arizona
$1.6M +$38.5K +117 +3%
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