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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1826
Waterfront Wealth
Kansas
$734K – – –
AIA
1827
Avalon Investment & Advisory
Texas
$733K +$7.19K +20 +1%
AIP
1828
Almanack Investment Partners
Pennsylvania
$732K -$146K -406 -17%
PWA
1829
Physician Wealth Advisors
Utah
$732K -$3.6K -10 -0.5%
BWP
1830
Baldwin Wealth Partners
Massachusetts
$731K +$80.9K +225 +12%
FMN
1831
Financial Management Network
California
$729K +$359 +1 +0.1%
AWM
1832
Aberdeen Wealth Management
Illinois
$724K – – –
NRW
1833
Nova R Wealth
Kansas
$720K -$1.8K -5 -0.2%
HHGA
1834
Halbert Hargrove Global Advisors
California
$720K +$2.88K +8 +0.4%
BCM
1835
Becker Capital Management
Oregon
$719K -$3.6K -10 -0.5%
GCIG
1836
Grand Central Investment Group
Florida
$715K -$59.3K -165 -8%
VST
1837
Van Strum & Towne
California
$715K – – –
HWM
1838
Howard Wealth Management
Connecticut
$712K – – –
CIP
1839
Convergence Investment Partners
Florida
$711K +$160K +445 +29%
MMM
1840
Mendel Money Management
Illinois
$711K +$715K +1,989 New
CC
1841
Commons Capital
Massachusetts
$709K +$36.7K +102 +5%
MWM
1842
Minot Wealth Management
Massachusetts
$706K +$18K +50 +3%
BWM
1843
Bulltick Wealth Management
Florida
$705K +$106K +296 +18%
FMB
1844
Field & Main Bank
Kentucky
$705K +$1.8K +5 +0.3%
KPW
1845
Kore Private Wealth
New York
$705K +$50.7K +141 +8%
LSPW
1846
Lake Street Private Wealth
Illinois
$703K -$37.4K -104 -5%
IAS
1847
IMA Advisory Services
Colorado
$700K -$631K -1,756 -47%
CCM
1848
Canal Capital Management
Virginia
$698K +$1.08K +3 +0.2%
BS
1849
Boenning & Scattergood
Pennsylvania
$698K +$25.9K +72 +4%
VA
1850
Valmark Advisers
Ohio
$696K -$78.4K -218 -10%
72 73
74
75 76