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Name Holding Trade Value Shares
Change 		Change in
Stake
MPM
1551
MBB Public Markets
Illinois
$276K +$320K +4,345 New
CWM
1552
Cornerstone Wealth Management
Missouri
$275K +$9.94K +135 +3%
FG
1553
Foster Group
Iowa
$275K +$8.02K +109 +3%
WG
1554
Wealth Group
North Carolina
$274K +$20.4K +277 +7%
PWPS
1555
Pinnacle Wealth Planning Services
Ohio
$274K +$29.6K +402 +10%
MCM
1556
Mainstream Capital Management
California
$274K -$150K -2,031 -32%
WPP
1557
Whalerock Point Partners
Rhode Island
$273K -$147K -1,993 -32%
SWTS
1558
Stonehaven Wealth & Tax Solutions
Wisconsin
$272K -$14.9K -202 -5%
OFG
1559
Oxford Financial Group
Indiana
$271K -$2.2M -29,824 -87%
KA
1560
KDT Advisors
New York
$270K -$61.1K -830 -16%
NL
1561
NKCFO LLC
Illinois
$270K – – –
LSIA
1562
LaSalle St. Investment Advisors
Illinois
$270K +$314K +4,263 New
WIM
1563
Westside Investment Management
California
$269K +$38.7K +526 +14%
AGA
1564
Arkos Global Advisors
Texas
$268K – – –
PG
1565
Patten Group
Tennessee
$267K -$154K -2,086 -33%
HWMC
1566
Heritage Wealth Management (California)
California
$267K -$5.45K -74 -2%
DWM
1567
Defined Wealth Management
Oregon
$267K -$6.33K -86 -2%
EWA
1568
EverSource Wealth Advisors
Alabama
$263K -$500K -6,797 -62%
CWM
1569
Connecticut Wealth Management
Connecticut
$263K -$83.4K -1,133 -22%
EWA
1570
Evolution Wealth Advisors
Florida
$262K – – –
SFS
1571
Summit Financial Strategies
Ohio
$261K +$30.6K +415 +11%
AC
1572
Apella Capital
Connecticut
$260K +$105K +1,420 +48%
AWP
1573
Ascent Wealth Partners
New York
$260K -$24.7K -335 -8%
HIP
1574
HUB Investment Partners
Texas
$260K -$3.9K -53 -1%
ACI
1575
Alpha Cubed Investments
California
$260K -$129K -1,747 -30%
61 62
63
64 65