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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
1851
Destiny Wealth Partners
Florida
$576K +$537K +1,613 New
B
1852
Bridgeworth
Alabama
$575K – – –
IFO
1853
Independent Family Office
New York
$575K +$15K +45 +3%
GFS
1854
GYL Financial Synergies
Connecticut
$572K +$67.5K +203 +15%
GFPC
1855
Global Financial Private Client
Florida
$570K -$137K -411 -20%
SWA
1856
Stratos Wealth Advisors
Ohio
$567K +$35.3K +106 +7%
ED
1857
Exane Derivatives
France
$565K +$304K +915 +137%
AM
1858
Atwater Malick
Pennsylvania
$563K – – –
PWM
1859
PBMares Wealth Management
Virginia
$563K – – –
SW
1860
SkyOak Wealth
Michigan
$562K – – –
CRWM
1861
Castle Rock Wealth Management
California
$562K +$42.6K +128 +8%
MKC
1862
M. Kraus & Co
Vermont
$561K +$1.66K +5 +0.3%
CA
1863
CGN Advisors
Kansas
$561K +$523K +1,571 New
PNC
1864
Park National Corp
Ohio
$560K +$15K +45 +3%
NNP
1865
Nachman Norwood & Parrott
South Carolina
$558K +$1.33K +4 +0.3%
ZIC
1866
ZWJ Investment Counsel
Georgia
$557K +$69.2K +208 +15%
VFM
1867
Vivid Financial Management
California
$555K +$518K +1,556 New
FCFC
1868
First Commonwealth Financial Corp
Pennsylvania
$553K +$24K +72 +5%
TFO
1869
Tarbox Family Office
California
$552K +$14.6K +44 +3%
C1AG
1870
Client 1st Advisory Group
Florida
$551K – – –
SIM
1871
SSI Investment Management
California
$550K -$378K -1,135 -42%
JAG
1872
Journey Advisory Group
Kentucky
$550K +$513K +1,542 New
WC
1873
Weil Company
California
$549K -$4.33K -13 -0.8%
FFS
1874
Founders Financial Securities
Maryland
$548K +$8.65K +26 +2%
HIP
1875
HUB Investment Partners
Texas
$548K +$539K +1,621 New
73 74
75
76 77