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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
851
RWA Wealth Partners
Massachusetts
$405K -$362 -6 -0.1%
EP
852
Edgestream Partners
New Jersey
$404K +$324K +5,376 New
SFG
853
Sovereign Financial Group
Connecticut
$396K +$318K +5,271 New
GS
854
Gagnon Securities
New York
$390K +$313K +5,192 New
P
855
&Partners
Tennessee
$389K +$6.03K +100 +2%
JWCA
856
J.W. Cole Advisors
Florida
$385K -$669K -11,093 -68%
FMLI
857
Fukoku Mutual Life Insurance
Japan
$385K -$217K -3,600 -41%
CS
858
Comerica Securities
Michigan
$384K -$1.87K -31 -0.6%
FHB
859
First Hawaiian Bank
Hawaii
$380K -$36.5K -606 -11%
ATPW
860
Ashton Thomas Private Wealth
Arizona
$377K +$1.63K +27 +0.5%
CCM
861
Coldstream Capital Management
Washington
$374K +$300K +4,979 New
PNC
862
Park National Corp
Ohio
$369K – – –
MFG
863
Menard Financial Group
Texas
$368K -$2.77K -46 -0.9%
JGUA
864
John G. Ullman & Associates
New York
$366K +$12.1K +200 +4%
MPPLM
865
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$364K -$3.08K -51 -1%
MIC
866
Means Investment Company
Maine
$364K +$23.1K +383 +10%
NIC
867
Northwest Investment Counselors
Oregon
$360K -$41K -680 -12%
GSWM
868
Golden State Wealth Management
California
$357K +$2.53K +42 +0.9%
AA
869
Ancora Advisors
Ohio
$357K +$274K +4,550 +2,264%
OFS
870
OneAscent Financial Services
Alabama
$356K -$262K -4,344 -48%
CCA
871
Checchi Capital Advisers
California
$354K +$1.69K +28 +0.6%
EWM
872
Evercore Wealth Management
New York
$352K +$4.7K +78 +2%
BP
873
Ballentine Partners
Massachusetts
$351K -$55.4K -919 -16%
JF
874
JSF Financial
California
$350K -$18K -299 -6%
DAS
875
Dynamic Advisor Solutions
Arizona
$349K +$280K +4,646 New
33 34
35
36 37