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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1451
PFG Advisors
Arizona
$333K +$37.5K +740 +14%
WF
1452
Welch & Forbes
Massachusetts
$332K -$128K -2,520 -29%
LF
1453
LifeSteps Financial
California
$332K – – –
OQS
1454
Occudo Quantitative Strategies
Florida
$331K +$310K +6,120 New
SCM
1455
Stonebridge Capital Management
California
$330K – – –
TC
1456
Telemus Capital
Michigan
$329K -$757K -14,940 -71%
LWP
1457
Legacy Wealth Planning
Nevada
$327K – – –
AWE
1458
Avidian Wealth Enterprises
Texas
$326K +$77.1K +1,520 +34%
OGC
1459
Oak Grove Capital
New Hampshire
$324K – – –
WIC
1460
Whitegate Investment Counselors
New Hampshire
$324K – – –
SFI
1461
SPC Financial Inc
Maryland
$323K +$9.13K +180 +3%
BWM
1462
BCS Wealth Management
Tennessee
$320K – – –
BHBT
1463
Burke & Herbert Bank & Trust
Virginia
$319K – – –
LFA
1464
Legacy Financial Advisors
Kentucky
$319K +$5.07K +100 +2%
PA
1465
Procyon Advisors
Connecticut
$318K -$3.55K -70 -1%
BG
1466
Berry Group
Massachusetts
$318K – – –
GPFA
1467
Game Plan Financial Advisors
Ohio
$318K +$299K +5,900 New
NHC
1468
Nicholas Hoffman & Company
Georgia
$317K – – –
BDF
1469
Balasa Dinverno & Foltz
$316K +$84.7K +1,670 +40%
BTWM
1470
Baker Tilly Wealth Management
Wisconsin
$316K +$296K +5,840 New
FFG
1471
Frisch Financial Group
New York
$315K -$17.7K -350 -6%
JCM
1472
Jacobi Capital Management
Pennsylvania
$314K +$8.11K +160 +3%
BWFA
1473
Baltimore-Washington Financial Advisors
Maryland
$314K +$25.3K +500 +9%
WP
1474
WealthShield Partners
North Carolina
$314K +$44.1K +870 +18%
GL
1475
Graypoint LLC
New York
$313K +$294K +5,790 New
57 58
59
60 61