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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1601
Hartford Financial Management
Connecticut
$326K – – –
AF
1602
Advisornet Financial
Minnesota
$326K -$51.2K -1,390 -16%
AFP
1603
Alpha Financial Partners
Kentucky
$326K -$11.8K -320 -4%
HWA
1604
HHM Wealth Advisors
Tennessee
$323K -$98K -2,660 -27%
FWM
1605
Focused Wealth Management
New York
$321K -$74.8K -2,030 -22%
BWM
1606
BCS Wealth Management
Tennessee
$321K +$269K +7,290 New
TCM
1607
TD Capital Management
Tennessee
$319K – – –
JAG
1608
Journey Advisory Group
Kentucky
$319K +$267K +7,240 New
PCA
1609
Prosperity Capital Advisors
Ohio
$316K +$264K +7,180 New
RWA
1610
River Wealth Advisors
Pennsylvania
$316K – – –
EWA
1611
Evolution Wealth Advisors
Florida
$315K -$53K -1,440 -17%
MLA
1612
My Legacy Advisors
Oregon
$314K +$257K +6,970 New
PTP
1613
Platform Technology Partners
New York
$314K +$36.8K +1,000 +16%
SFG
1614
Sovereign Financial Group
Connecticut
$312K +$12.9K +350 +5%
LSPW
1615
Lake Street Private Wealth
Illinois
$312K -$2.58K -70 -1%
RGC
1616
Roberts, Glore & Co
Illinois
$311K – – –
TWM
1617
Thrive Wealth Management
Pennsylvania
$310K +$21.4K +580 +9%
DP
1618
Dearborn Partners
Illinois
$308K -$44.2K -1,200 -15%
GFWA
1619
Grey Fox Wealth Advisors
Delaware
$308K -$36.8K -1,000 -13%
BMC
1620
Benin Management Corp
Connecticut
$308K – – –
ML
1621
Mayport LLC
Massachusetts
$307K -$5.53K -150 -2%
AA
1622
Aire Advisors
California
$306K -$32K -870 -11%
FFP
1623
FourThought Financial Partners
Florida
$305K +$255K +6,930 New
MFWP
1624
Mosaic Family Wealth Partners
Missouri
$304K -$368 -10 -0.1%
ACA
1625
Ackerman Capital Advisors
Texas
$303K – – –
63 64
65
66 67