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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1301
Pinnacle Wealth Planning Services
Ohio
$294K +$14K +187 +5%
FIA
1302
FNY Investment Advisers
New York
$293K +$296K +3,957 New
SSP
1303
Sapphire Star Partners
Washington
$292K -$2.69K -36 -0.9%
LWM
1304
Liberty Wealth Management
California
$292K +$295K +3,942 New
SIA
1305
Starfire Investment Advisers
Michigan
$287K +$62.7K +838 +28%
AGA
1306
Accuvest Global Advisors
Utah
$287K +$289K +3,867 New
IWC
1307
Integrated Wealth Concepts
Massachusetts
$285K -$673 -9 -0.2%
SVWA
1308
Sound View Wealth Advisors
Georgia
$284K +$286K +3,824 New
BOH
1309
Bank of Hawaii
Hawaii
$283K -$163K -2,179 -36%
LWAC
1310
Laurel Wealth Advisors (California)
California
$279K -$9.95K -133 -3%
CQS
1311
Credential Qtrade Securities
$278K -$3.37K -45 -1%
SXL
1312
Summit X LLC
Missouri
$276K +$277K +3,709 New
GAM
1313
Gould Asset Management
California
$274K – – –
WA
1314
Wealth Architects
California
$274K +$11.8K +158 +4%
MUS
1315
Mitsubishi UFJ Securities
Japan
$274K +$12.7K +170 +5%
AWM
1316
Affinity Wealth Management
Delaware
$273K +$275K +3,679 New
PWW
1317
Pettyjohn Wood & White
Virginia
$272K – – –
ACM
1318
Advisors Capital Management
New Jersey
$272K +$274K +3,669 New
CCM
1319
Carlson Capital Management
Minnesota
$271K – – –
SCI
1320
Stableford Capital II
Arizona
$270K -$80.7K -1,079 -23%
W
1321
Wealthquest
Ohio
$270K +$273K +3,654 New
AAP
1322
Arax Advisory Partners
Colorado
$269K -$22.4K -300 -8%
GLI
1323
Guardian Life Insurance
New York
$269K +$1.12K +15 +0.4%
LWM
1324
Lenox Wealth Management
Ohio
$269K +$36.4K +486 +15%
NNP
1325
Nachman Norwood & Parrott
South Carolina
$269K +$272K +3,633 New
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