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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1651
Csenge Advisory Group
Florida
$426K +$110K +1,074 +32%
SP
1652
Saranac Partners
$425K – – –
BHPW
1653
Beverly Hills Private Wealth
California
$425K -$145K -1,407 -24%
SAM
1654
Secure Asset Management
Michigan
$424K +$5.04K +49 +1%
AAG
1655
Armstrong Advisory Group
Massachusetts
$422K +$27.3K +265 +6%
WFA
1656
WestHill Financial Advisors
California
$422K -$4.22K -41 -0.9%
BWG
1657
Beta Wealth Group
California
$421K +$51.4K +500 +13%
GA
1658
Geller Advisors
New York
$420K +$126K +1,223 +39%
FFWM
1659
Future Financial Wealth Management
Ohio
$420K +$51.4K +500 +13%
MCWS
1660
McKinley Carter Wealth Services
West Virginia
$418K +$28.5K +277 +7%
ONST
1661
Old North State Trust
North Carolina
$415K +$20.2K +196 +5%
CG
1662
Cynosure Group
Utah
$414K +$4.32K +42 +1%
CASB
1663
Cape Ann Savings Bank
Massachusetts
$414K – – –
BCG
1664
Breakwater Capital Group
New Jersey
$414K +$60.7K +590 +17%
LWA
1665
Lineweaver Wealth Advisors
Ohio
$413K +$256K +2,490 +136%
WPA
1666
West Paces Advisors
Georgia
$412K -$25.7K -250 -5%
LFA
1667
Legacy Financial Advisors
Kentucky
$412K -$106K -1,032 -19%
MAM
1668
MWA Asset Management
Massachusetts
$411K +$442K +4,298 New
WMA
1669
Wealth Management Associates
New Jersey
$410K +$45.4K +441 +11%
AC
1670
Allstate Corporation
Illinois
$408K – – –
OWM
1671
Opes Wealth Management
California
$408K +$16.5K +160 +4%
TPW
1672
Transatlantique Private Wealth
New York
$408K +$720 +7 +0.2%
V
1673
ViaWealth
Kansas
$407K +$205K +1,994 +88%
NL
1674
NKCFO LLC
Illinois
$407K – – –
JWCA
1675
J.W. Cole Advisors
Florida
$406K -$40K -389 -8%
65 66
67
68 69