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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
1751
Heritage Wealth Management (Arizona)
Arizona
$796K -$139K -374 -15%
SICM
1752
Sustainable Insight Capital Management
New York
$795K -$36.4K -98 -4%
NF
1753
Nikulski Financial
Iowa
$795K +$50.2K +135 +7%
FMN
1754
Financial Management Network
California
$791K – – –
WB
1755
Webster Bank
Connecticut
$790K -$100K -270 -11%
CMO
1756
Covenant Multifamily Offices
Texas
$790K +$429K +1,154 +114%
PL
1757
Plancorp LLC
Missouri
$786K -$13K -35 -2%
VA
1758
Valmark Advisers
Ohio
$785K +$30.5K +82 +4%
TA
1759
TFG Advisers
Michigan
$784K +$744 +2 +0.1%
ALAM
1760
Asahi Life Asset Management
Japan
$782K -$212K -570 -21%
PWA
1761
Providence Wealth Advisors
Illinois
$780K +$13K +35 +2%
CPA
1762
Court Place Advisors
Maryland
$777K – – –
VWM
1763
Venturi Wealth Management
Texas
$777K +$19K +51 +2%
EGA
1764
E&G Advisors
Texas
$775K -$761K -2,048 Closed
FANJ
1765
Financial Architects (New Jersey)
New Jersey
$773K -$1.11K -3 -0.1%
FHC
1766
First Horizon Corporation
Tennessee
$772K +$29.7K +80 +4%
AIS
1767
American Investment Services
Massachusetts
$771K +$1.11K +3 +0.1%
UIA
1768
UBP Investment Advisors
Switzerland
$770K +$253K +680 +48%
CBFP
1769
Cedar Brook Financial Partners
Ohio
$768K +$7.81K +21 +1%
APP
1770
Avantax Planning Partners
Iowa
$766K -$63.2K -170 -7%
DJYG
1771
David J. Yvars Group
Florida
$766K – – –
PWA
1772
Physician Wealth Advisors
Utah
$765K -$36.4K -98 -5%
BFS
1773
Baskin Financial Services
Ontario, Canada
$762K -$26.8K -72 -3%
WW
1774
Waterfront Wealth
Kansas
$762K +$1.11K +3 +0.1%
PCMC
1775
Private Capital Management (Colorado)
Colorado
$758K +$5.95K +16 +0.8%
69 70
71
72 73