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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMM
1601
Aegis Wealth Management (Maryland)
Maryland
$248K -$294 -4 -0.1%
PFGIA
1602
Patriot Financial Group Insurance Agency
Massachusetts
$247K -$35.3K -479 -11%
WMG
1603
WESCAP Management Group
California
$246K – – –
BFA
1604
Beacon Financial Advisory
Ohio
$246K +$286K +3,880 New
RCA
1605
Resonant Capital Advisors
Wisconsin
$246K -$17K -231 -6%
OL
1606
Optas LLC
Texas
$246K +$1.25K +17 +0.4%
CFP
1607
Catalyst Financial Partners
Massachusetts
$246K +$15.5K +211 +6%
AAB
1608
ABN AMRO Bank
Netherlands
$246K -$1.75M -23,821 -86%
PP
1609
PDS Planning
Ohio
$245K +$5.37K +73 +2%
CA
1610
CoreCap Advisors
Michigan
$245K +$1.18K +16 +0.4%
HI
1611
Harbour Investments
Wisconsin
$245K -$52.6K -715 -16%
FMC
1612
First Merchants Corp
Indiana
$244K -$194K -2,635 -41%
VA
1613
VestGen Advisors
Illinois
$244K +$283K +3,846 New
FFG
1614
Fiduciary Financial Group
California
$244K +$27.5K +373 +9%
CPWA
1615
Cerro Pacific Wealth Advisors
California
$243K -$68.3K -928 -22%
AIM
1616
Advyzon Investment Management
Illinois
$243K +$281K +3,823 New
BOS
1617
Bank of Stockton
California
$242K -$11.4K -155 -4%
PIA
1618
Pollock Investment Advisors
Michigan
$242K – – –
SS
1619
Sunbelt Securities
Texas
$242K -$33.3K -452 -11%
LEA
1620
Legacy Edge Advisors
New York
$241K +$14.9K +202 +6%
CF
1621
Cantor Fitzgerald
New York
$241K +$279K +3,795 New
PCP
1622
Panoramic Capital Partners
Oregon
$241K -$30.1K -409 -8%
GWM
1623
Gibbs Wealth Management
Georgia
$241K +$48.7K +662 +21%
NSB
1624
Norway Savings Bank
Maine
$239K -$508K -6,899 -65%
DWA
1625
Delap Wealth Advisory
Oregon
$239K +$18.9K +257 +7%
63 64
65
66 67