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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2051
DDD Partners
Washington
$1.25M – – –
CPC
2052
Cookson Peirce & Co
Pennsylvania
$1.25M +$618K +2,051 +98%
FPAS
2053
Focus Partners Advisor Solutions
Missouri
$1.25M +$195K +648 +19%
AFC
2054
AFT Forsyth & Company
Florida
$1.25M +$66.3K +220 +6%
VAS
2055
Vestmark Advisory Solutions
Massachusetts
$1.24M -$6.51M -21,622 -84%
KA
2056
Klingman & Associates
New York
$1.24M +$148K +491 +13%
FVWA
2057
Foster Victor Wealth Advisors
South Carolina
$1.24M +$6.63K +22 +0.6%
LWM
2058
LJI Wealth Management
Indiana
$1.24M +$104K +344 +9%
RWM
2059
Revisor Wealth Management
Ohio
$1.24M +$102K +338 +9%
WWM
2060
Westwood Wealth Management
California
$1.23M +$271K +900 +28%
FHC
2061
First Heartland Consultants
Missouri
$1.23M -$5.42K -18 -0.4%
LFM
2062
Lumina Fund Management
New York
$1.23M – – –
JC
2063
JBF Capital
Colorado
$1.23M +$1.24M +4,100 New
FBT
2064
First Bank & Trust
South Dakota
$1.23M +$13.6K +45 +1%
JEST
2065
JTC Employer Solutions Trustee
Jersey
$1.23M – – –
MCM
2066
McDonough Capital Management
Florida
$1.22M – – –
MIM
2067
Moseley Investment Management
Florida
$1.22M -$4.22K -14 -0.3%
CWS
2068
Cypress Wealth Services
California
$1.22M +$46.7K +155 +4%
MFG
2069
Menard Financial Group
Texas
$1.22M +$849K +2,818 +227%
BIC
2070
Beach Investment Counsel
Pennsylvania
$1.22M +$55.7K +185 +5%
ISWM
2071
Independent Solutions Wealth Management
New York
$1.22M +$48.5K +161 +4%
APG
2072
Abacus Planning Group
South Carolina
$1.21M -$42.2K -140 -3%
SSWM
2073
Strait & Sound Wealth Management
California
$1.21M +$5.42K +18 +0.4%
EML
2074
Eos Management LP
New York
$1.21M +$1.22M +4,037 New
LOIP
2075
Live Oak Investment Partners
Texas
$1.21M – – –
81 82
83
84 85