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Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
1726
Prio Wealth Limited Partnership
Massachusetts
$911K – – –
TWM
1727
Tradition Wealth Management
Minnesota
$909K +$16.6K +48 +2%
WAG
1728
Winthrop Advisory Group
Massachusetts
$907K +$29.7K +86 +4%
APP
1729
Avantax Planning Partners
Iowa
$907K +$72.3K +209 +9%
ACM
1730
AlphaStar Capital Management
North Carolina
$904K -$207K -600 -20%
SFO
1731
Stokes Family Office
Louisiana
$901K +$643K +1,860 +287%
WPC
1732
Wedmont Private Capital
Pennsylvania
$900K +$842K +2,435 New
WOC
1733
West Oak Capital
California
$899K -$57.1K -165 -6%
LF
1734
LifeSteps Financial
California
$899K +$187K +542 +28%
SCM
1735
Seascape Capital Management
New Hampshire
$898K -$58.1K -168 -6%
LFM
1736
Lumina Fund Management
New York
$898K – – –
AAM
1737
Arabesque Asset Management
United Kingdom
$897K +$155K +447 +22%
MGAM
1738
McGowan Group Asset Management
Texas
$896K +$20.1K +58 +2%
AWAP
1739
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$893K +$41.2K +119 +5%
JWCA
1740
J.W. Coons Advisors
Ohio
$892K -$36K -104 -4%
SFG
1741
Synergy Financial Group
California
$891K +$858K +2,480 New
MCC
1742
Money Concepts Capital
Florida
$889K +$855K +2,473 New
CC
1743
Caxton Corporation
New Jersey
$887K +$98.6K +285 +13%
GDP
1744
Great Diamond Partners
Maine
$886K +$14.9K +43 +2%
LF
1745
Lee Financial
Texas
$885K +$4.5K +13 +0.5%
RA
1746
RFG Advisory
Alabama
$882K +$19.7K +57 +2%
QCM
1747
Quantinno Capital Management
New York
$882K +$849K +2,455 New
AIP
1748
Almanack Investment Partners
Pennsylvania
$881K +$1.38K +4 +0.2%
CA
1749
CGN Advisors
Kansas
$880K +$216K +624 +34%
MW
1750
Marcum Wealth
Ohio
$879K +$28.4K +82 +3%
68 69
70
71 72