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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1301
Wedmont Private Capital
Pennsylvania
$471K +$196K +4,700 +64%
NF
1302
Nvest Financial
New Hampshire
$469K +$521K +12,510 New
SMC
1303
Smith, Moore & Co
Missouri
$465K +$60.4K +1,450 +13%
CAG
1304
Csenge Advisory Group
Florida
$464K +$347K +8,330 +206%
VCP
1305
Verus Capital Partners
Arizona
$464K +$821K +19,710 New
KTC
1306
Kistler-Tiffany Companies
Pennsylvania
$463K +$280K +6,730 +120%
DSC
1307
Duncker Streett & Co
Missouri
$462K -$236K -5,680 -32%
CP
1308
Castleview Partners
Texas
$461K +$513K +12,330 New
JCM
1309
Jag Capital Management
Missouri
$460K -$4.11M -98,690 -92%
PCG
1310
Prosperity Consulting Group
Maryland
$457K +$25.8K +620 +5%
GLA
1311
Good Life Advisors
Pennsylvania
$457K +$69.5K +1,670 +16%
CA
1312
Continuum Advisory
Idaho
$456K -$13.7K -330 -0.9%
PAM
1313
Premier Asset Management
Illinois
$455K -$9.33M -224,170 -95%
CCA
1314
Childress Capital Advisors
Texas
$455K +$42K +1,010 +9%
TAM
1315
Trillium Asset Management
Massachusetts
$454K +$82K +1,970 +19%
SQA
1316
Simon Quick Advisors
New Jersey
$452K +$95.3K +2,290 +23%
CFA
1317
Compass Financial Advisors
Indiana
$451K -$1.25K -30 -0.2%
FPGK
1318
Financial Partners Group (Kansas)
Kansas
$450K +$6.25K +150 +1%
WPW
1319
Warther Private Wealth
Ohio
$449K +$11.7K +280 +2%
CPC
1320
Consolidated Planning Corp
Georgia
$448K +$2.08K +50 +0.4%
BFA
1321
Beaumont Financial Advisors
Massachusetts
$446K +$22.9K +550 +5%
GEA
1322
Glen Eagle Advisors
New Jersey
$444K -$2.5K -60 -0.5%
CAC
1323
Certified Advisory Corp
Florida
$441K +$20.4K +490 +4%
CWP
1324
Curated Wealth Partners
California
$440K – – –
BL
1325
Balentine LLC
Georgia
$439K +$156K +3,740 +47%
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