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Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
1776
Richard W. Paul & Associates
Michigan
$905K +$31.1K +83 +4%
BAMG
1777
Brand Asset Management Group
Missouri
$905K – – –
AC
1778
Avestar Capital
New York
$905K -$122K -325 -12%
PCH
1779
PGIM Custom Harvest
New Jersey
$900K +$21.4K +57 +3%
SFG
1780
SevenBridge Financial Group
Pennsylvania
$899K – – –
RMC
1781
Resources Management Corp
Connecticut
$896K -$10M -26,722 -92%
PWA
1782
Providence Wealth Advisors
Illinois
$890K -$36.8K -98 -4%
PWM
1783
Penobscot Wealth Management
Maine
$889K +$15K +40 +2%
ICM
1784
IMS Capital Management
Oregon
$888K +$88.2K +235 +12%
SF
1785
Symphony Financial
Texas
$884K +$330K +879 +63%
DWM
1786
Dorchester Wealth Management
Quebec, Canada
$884K -$113K -300 -12%
TCM
1787
Tributary Capital Management
Nebraska
$881K -$20.6K -55 -2%
DMBA
1788
Deseret Mutual Benefit Administrators
Utah
$880K -$39K -104 -4%
GSEP
1789
Golden State Equity Partners
California
$879K +$439K +1,169 +110%
DFG
1790
Demars Financial Group
Washington
$879K -$25.1K -67 -3%
TSS
1791
Two Sigma Securities
New York
$878K -$11.8M -31,374 -93%
C1AG
1792
Client 1st Advisory Group
Florida
$875K -$303K -808 -27%
GWSG
1793
GPS Wealth Strategies Group
Colorado
$874K +$80.7K +215 +11%
PWM
1794
Peterson Wealth Management
Nevada
$874K +$834K +2,222 New
3IP
1795
3Chopt Investment Partners
Virginia
$873K -$30.4K -81 -4%
FW
1796
FirstPurpose Wealth
Utah
$869K +$36.4K +97 +5%
SFP
1797
Sandbox Financial Partners
Maryland
$867K +$40.5K +108 +5%
AA
1798
Alta Advisers
United Kingdom
$865K – – –
FWM
1799
FFT Wealth Management
Pennsylvania
$863K -$10.9K -29 -1%
PWLP
1800
Prio Wealth Limited Partnership
Massachusetts
$862K – – –
70 71
72
73 74