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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1126
Institute for Wealth Management
Colorado
$552K -$6.54K -70 -2%
MWM
1127
Modera Wealth Management
New Jersey
$552K +$44.1K +472 +12%
BIG
1128
Brookwood Investment Group
Arizona
$551K -$1.88M -20,094 -82%
BONH
1129
Bank of New Hampshire
New Hampshire
$549K -$38.8K -415 -9%
CA
1130
CWC Advisors
Oregon
$549K +$78.2K +837 +23%
RFC
1131
Regions Financial Corp
Alabama
$548K +$103K +1,100 +33%
RPCONE
1132
Retirement Planning Company of New England
Rhode Island
$547K +$25.2K +270 +6%
CFSG
1133
Clark Financial Services Group
Missouri
$538K +$13.5K +145 +3%
MCM
1134
Manchester Capital Management
Vermont
$536K -$55K -589 -12%
OPA
1135
Old Port Advisors
Maine
$534K -$18.6K -199 -4%
SCP
1136
Sender Company & Partners
New York
$534K +$404K +4,330 New
PP
1137
Pingora Partners
Wyoming
$531K – – –
AWM
1138
Accel Wealth Management
Iowa
$531K -$2.33K -25 -0.6%
WT
1139
Whittier Trust
California
$530K +$277K +2,966 +223%
SW
1140
SVB Wealth
Massachusetts
$526K +$398K +4,266 New
FAM
1141
Formidable Asset Management
Ohio
$525K – – –
GS
1142
GWN Securities
Florida
$523K -$3.08M -32,948 -89%
PWA
1143
Phoenix Wealth Advisors
North Carolina
$522K -$53.3K -571 -12%
RMP
1144
Richards, Merrill & Peterson
Washington
$519K +$16.3K +175 +4%
IC
1145
Iconiq Capital
California
$519K -$236K -2,526 -38%
CAG
1146
Csenge Advisory Group
Florida
$518K -$280 -3 -0.1%
SIG
1147
Stonegate Investment Group
Alabama
$518K +$20.4K +218 +5%
RSWM
1148
Robertson Stephens Wealth Management
California
$514K -$91.2K -976 -19%
RA
1149
Rise Advisors
New York
$514K +$168K +1,794 +76%
HIC
1150
Holderness Investments Company
North Carolina
$513K – – –
44 45
46
47 48