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Name Holding Trade Value Shares
Change 		Change in
Stake
WGAM
1626
Wilkinson Global Asset Management
New York
$282K – – –
AO
1627
Advisor OS
Illinois
$282K -$11K -260 -3%
FC
1628
Fusion Capital
South Carolina
$281K – – –
GP
1629
Girard Partners
Pennsylvania
$281K – – –
LHWM
1630
Lake Hills Wealth Management
Texas
$280K – – –
HFM
1631
Hartford Financial Management
Connecticut
$280K – – –
AA
1632
Aire Advisors
California
$279K +$19.1K +450 +6%
FFA
1633
Founders Financial Alliance
North Carolina
$279K -$131K -3,080 -29%
AP
1634
Adero Partners
California
$279K +$29.7K +700 +10%
AC
1635
Apella Capital
Connecticut
$278K -$17.8K -420 -5%
CWM
1636
Concentric Wealth Management
California
$277K +$108K +2,550 +53%
LSPW
1637
Lake Street Private Wealth
Illinois
$275K +$10.2K +240 +3%
BWM
1638
BCS Wealth Management
Tennessee
$275K – – –
JSW
1639
Journey Strategic Wealth
New Jersey
$274K -$567K -13,370 -65%
WSWA
1640
Warren Street Wealth Advisors
California
$274K -$8.05K -190 -3%
JAG
1641
Journey Advisory Group
Kentucky
$273K – – –
BWM
1642
Biltmore Wealth Management
Arizona
$273K -$15.7K -370 -5%
AFP
1643
Alpha Financial Partners
Kentucky
$273K -$7.63K -180 -2%
KFS
1644
Kaizen Financial Strategies
California
$273K +$306K +7,220 New
FMTC
1645
Farmers & Merchants Trust Company
California
$272K +$33.9K +800 +12%
AMR
1646
Asset Management Resources
Massachusetts
$272K -$39.4K -930 -11%
DSC
1647
Duncker Streett & Co
Missouri
$271K -$14.8K -350 -5%
CWG
1648
Cornerstone Wealth Group
North Carolina
$271K +$12.7K +300 +4%
WP
1649
WMS Partners
Maryland
$271K -$13.6K -320 -4%
PPWM
1650
PFG Private Wealth Management
Florida
$271K -$249K -5,880 -45%
64 65
66
67 68