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Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
1226
Northeast Financial Consultants
Connecticut
$1.21M – – –
AFS
1227
Aft Forsyth & Sober
Florida
$1.21M +$1.13M +20,000 New
LA
1228
LM Advisors
California
$1.21M -$353K -6,260 -24%
AWM
1229
Angeles Wealth Management
California
$1.21M +$241K +4,280 +27%
ISWM
1230
Independent Solutions Wealth Management
New York
$1.21M +$1.69K +30 +0.2%
ACA
1231
Affinity Capital Advisors
California
$1.2M +$3.95K +70 +0.4%
NF
1232
Nvest Financial
New Hampshire
$1.2M +$173K +3,060 +18%
WAG
1233
Wallace Advisory Group
California
$1.2M -$729K -12,930 -34%
MA
1234
MONECO Advisors
Connecticut
$1.2M -$288K -5,100 -21%
TBA
1235
Tower Bridge Advisors
Pennsylvania
$1.2M -$1.07M -19,000 -49%
CCG
1236
Coastwise Capital Group
California
$1.18M -$229K -4,060 -17%
ANTB
1237
AMG National Trust Bank
Colorado
$1.18M +$201K +3,570 +22%
HCMT
1238
Highland Capital Management (Tennessee)
Tennessee
$1.18M -$3.81M -67,560 -78%
MFG
1239
Magnus Financial Group
New York
$1.18M +$144K +2,550 +15%
LPT
1240
Legacy Private Trust
Wisconsin
$1.17M +$64.3K +1,140 +6%
WAS
1241
WESPAC Advisors SoCal
California
$1.17M +$5.64K +100 +0.5%
MWM
1242
Modera Wealth Management
New Jersey
$1.17M -$12.4K -220 -1%
QC
1243
Quent Capital
New York
$1.16M +$6.77K +120 +0.6%
SFO
1244
Stokes Family Office
Louisiana
$1.16M -$113K -2,000 -9%
AF
1245
Apexium Financial
Texas
$1.16M +$110K +1,950 +11%
RCA
1246
Resonant Capital Advisors
Wisconsin
$1.15M +$586K +10,400 +121%
MIC
1247
Means Investment Company
Maine
$1.15M -$12.4K -220 -1%
KA
1248
Kovack Advisors
Florida
$1.15M +$130K +2,310 +14%
AB
1249
Atlas Brown
Kentucky
$1.14M +$20.3K +360 +2%
NFG
1250
Nations Financial Group
Iowa
$1.14M +$107K +1,900 +11%
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