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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
2276
Howe & Rusling
New York
$718K -$7.32K -60 -1%
APG
2277
Abacus Planning Group
South Carolina
$717K – – –
AA
2278
Auxano Advisors
Washington
$716K +$1.22K +10 +0.2%
SDWMA
2279
Schneider Downs Wealth Management Advisors
Pennsylvania
$715K -$20.7K -170 -3%
GWP
2280
Gateway Wealth Partners
Wisconsin
$712K +$53.7K +440 +8%
PCM
2281
Park Capital Management
Wisconsin
$707K -$680K -5,570 -49%
BHPW
2282
Beverly Hills Private Wealth
California
$707K -$31.7K -260 -4%
ACG
2283
Allen Capital Group
Nebraska
$707K +$20.7K +170 +3%
OPWM
2284
Oxinas Partners Wealth Management
Indiana
$706K +$3.66K +30 +0.5%
ICM
2285
IMS Capital Management
Oregon
$705K – – –
BCG
2286
Breakwater Capital Group
New Jersey
$703K -$3.66K -30 -0.5%
WAG
2287
Winthrop Advisory Group
Massachusetts
$700K +$26.9K +220 +4%
PWM
2288
Prentice Wealth Management
New York
$699K -$120K -980 -14%
IAG
2289
Investmark Advisory Group
Connecticut
$699K – – –
ACM
2290
Alpha Capital Management
Texas
$698K -$25.6K -210 -3%
WFPG
2291
Waller Financial Planning Group
Ohio
$698K -$18.3K -150 -3%
TPWA
2292
Twin Peaks Wealth Advisors
California
$696K -$18.3K -150 -3%
ACM
2293
Academy Capital Management
Texas
$695K – – –
SFS
2294
Summit Financial Strategies
Ohio
$695K +$33K +270 +5%
NWA
2295
New World Advisors
Massachusetts
$695K +$100K +820 +16%
GWM
2296
Greenwich Wealth Management
Connecticut
$694K -$118K -970 -14%
RIP
2297
RAM Investment Partners
Washington
$693K +$18.3K +150 +3%
VIM
2298
Vista Investment Management
Pennsylvania
$692K – – –
FFB
2299
First Financial Bankshares
Texas
$691K +$153K +1,250 +28%
BWP
2300
Baldwin Wealth Partners
Massachusetts
$689K -$1.22K -10 -0.2%
90 91
92
93 94