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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1501
J.W. Cole Advisors
Florida
$773K +$730K +2,589 New
PC
1502
Permanens Capital
New York
$769K -$120K -425 -14%
RA
1503
RFG Advisory
Alabama
$769K -$18.3K -65 -2%
MBT
1504
Montecito Bank & Trust
California
$766K +$6.2K +22 +0.9%
AWM
1505
Aberdeen Wealth Management
Illinois
$766K +$723K +2,566 New
I
1506
IberiaBank
Louisiana
$765K +$9.87K +35 +1%
GW
1507
GW & Wade
Massachusetts
$763K +$282 +1 +0%
APP
1508
Avantax Planning Partners
Iowa
$757K -$10.2K -36 -1%
SGI
1509
Summit Global Investments
Utah
$757K +$62.3K +221 +10%
TCWM
1510
Total Clarity Wealth Management
Illinois
$757K +$715K +2,536 New
UBG
1511
United Bank (Georgia)
Georgia
$748K +$1.97K +7 +0.3%
WAS
1512
Winch Advisory Services
Wisconsin
$747K +$328K +1,162 +87%
NP
1513
NorthRock Partners
Minnesota
$746K +$704K +2,498 New
FPCG
1514
Fort Pitt Capital Group
Pennsylvania
$742K +$6.49K +23 +0.9%
9WM
1515
9258 Wealth Management
Ohio
$738K +$197K +698 +39%
OPS
1516
Orion Portfolio Solutions
Nebraska
$735K +$694K +2,462 New
JFGIW
1517
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$729K -$287K -1,018 -29%
NP
1518
Ninepoint Partners
Ontario, Canada
$729K -$199K -707 -22%
NDSI
1519
Newman Dignan & Sheerar Inc
Rhode Island
$727K -$7.89K -28 -1%
PTC
1520
Provident Trust Company
Wisconsin
$717K – – –
HR
1521
Hayden Royal
North Carolina
$717K +$592K +2,101 New
IIM
1522
Intact Investment Management
Quebec, Canada
$716K +$677K +2,400 New
PCM
1523
Prana Capital Management
Connecticut
$715K -$8.04M -28,504 -92%
MWC
1524
MBM Wealth Consultants
Missouri
$713K -$50.8K -180 -7%
FFWA
1525
FRG Family Wealth Advisors
Washington
$713K – – –
59 60
61
62 63