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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1726
Aspire Wealth Management
Massachusetts
$205K – – –
3F
1727
360 Financial
Minnesota
$204K -$3.33K -80 -2%
AT
1728
Arvest Trust
Oklahoma
$204K +$29.6K +710 +15%
TW
1729
TrinityPoint Wealth
Connecticut
$203K -$58.3K -1,400 -20%
MBT
1730
Montecito Bank & Trust
California
$203K -$8.74K -210 -4%
CWMGP
1731
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$203K +$2.08K +50 +0.9%
SIMG
1732
Sonora Investment Management Group
Arizona
$203K +$83.7K +2,010 +58%
LWP
1733
Legacy Wealth Planning
Nevada
$202K +$1.25K +30 +0.6%
APW
1734
Aurora Private Wealth
New Jersey
$202K +$38.7K +930 +21%
EVM
1735
Evelyn V. Moreno
$202K +$225K +5,400 New
TWM
1736
Thrive Wealth Management
Pennsylvania
$201K -$22.5K -540 -9%
OWP
1737
Obermeyer Wealth Partners
Colorado
$201K – – –
AA
1738
Auxano Advisors
Washington
$201K +$15K +360 +7%
SAM
1739
Synergy Asset Management
Washington
$201K +$58.7K +1,410 +36%
VC
1740
Veracity Capital
Georgia
$200K +$22.5K +540 +11%
6F
1741
626 Financial
Michigan
$200K +$222K +5,330 New
AIA
1742
Alera Investment Advisors
Illinois
$200K +$222K +5,340 New
DI
1743
Disciplined Investments
Oklahoma
$198K +$220K +5,290 New
FNBOSM
1744
First National Bank of South Miami
Florida
$197K +$40K +960 +22%
TWM
1745
Tradition Wealth Management
Minnesota
$193K +$7.49K +180 +4%
TH
1746
TCTC Holdings
Texas
$189K +$127K +3,040 +152%
HI
1747
Hudock Inc
Pennsylvania
$188K +$137K +3,290 +190%
FIA
1748
FNY Investment Advisers
New York
$187K +$208K +5,000 New
SWM
1749
Selective Wealth Management
Virginia
$185K – – –
CFD
1750
Creative Financial Designs
Indiana
$185K +$69.1K +1,660 +50%
68 69
70
71 72