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Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1551
Plancorp LLC
Missouri
$665K +$338K +1,200 +117%
GLR
1552
Great Lakes Retirement
Ohio
$663K +$627K +2,225 New
TFCP
1553
Twin Focus Capital Partners
Massachusetts
$661K +$624K +2,213 New
NQWM
1554
Northwest Quadrant Wealth Management
Oregon
$658K +$564 +2 +0.1%
HPWM
1555
Highland Private Wealth Management
Washington
$658K +$5.08K +18 +0.8%
EP
1556
Edgestream Partners
New Jersey
$657K -$2.42M -8,573 -80%
MA
1557
Mutual Advisors
Nebraska
$657K +$21.1K +75 +4%
KTC
1558
Kistler-Tiffany Companies
Pennsylvania
$657K +$45.4K +161 +8%
PWA
1559
Physician Wealth Advisors
Utah
$654K -$9.3K -33 -2%
C
1560
Certuity
Florida
$654K +$618K +2,191 New
BCM
1561
BlueCrest Capital Management
Jersey
$653K -$2.92M -10,370 -83%
CFG
1562
Cooper Financial Group
California
$649K +$1.41K +5 +0.2%
RIM
1563
Regent Investment Management
Kentucky
$646K -$5.64K -20 -0.9%
VWM
1564
Valley Wealth Managers
New Jersey
$646K +$12.7K +45 +2%
IA
1565
Independence Advisors
Pennsylvania
$645K -$3.1K -11 -0.5%
EH
1566
Equitable Holdings
New York
$642K +$606K +2,151 New
OC
1567
Oakworth Capital
Alabama
$641K +$132K +467 +29%
DA
1568
Detalus Advisors
Missouri
$641K +$605K +2,145 New
RWP
1569
RWA Wealth Partners
Massachusetts
$640K -$46K -163 -7%
B
1570
Bailard
California
$640K +$44.8K +159 +8%
DCM
1571
Donaldson Capital Management
Indiana
$636K +$86K +305 +17%
CPA
1572
Court Place Advisors
Maryland
$635K – – –
CIA
1573
Capital Investment Advisors
Georgia
$630K +$12.4K +44 +2%
SWM
1574
SeaCrest Wealth Management
New York
$630K +$62.3K +221 +12%
HS
1575
Haafor (Singapore)
Singapore
$630K +$595K +2,111 New
61 62
63
64 65