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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1751
Financial Perspectives
Minnesota
$88K +$81.9K +869 New
FWM
1752
Focused Wealth Management
New York
$87K – – –
KPW
1753
Kore Private Wealth
New York
$87K +$80.5K +854 New
CIA
1754
Cascade Investment Advisors
Oregon
$86.1K -$14.1K -150 -15%
PMFA
1755
Plante Moran Financial Advisors
Michigan
$86K +$2.17K +23 +3%
GWS
1756
Glassman Wealth Services
Virginia
$84K +$754 +8 +1%
TF
1757
TimeScale Financial
Massachusetts
$84K +$11.2K +119 +17%
RWM
1758
Raffa Wealth Management
District of Columbia
$82.5K – – –
BWP
1759
Baldwin Wealth Partners
Massachusetts
$82K -$2.54K -27 -3%
PCC
1760
Park Circle Company
Maryland
$81K – – –
JIR
1761
James Investment Research
Ohio
$80K +$74K +785 New
DAM
1762
Delta Asset Management
Tennessee
$79K – – –
HWM
1763
Howard Wealth Management
Connecticut
$78K +$72.6K +770 New
IBOK
1764
Independence Bank of Kentucky
Kentucky
$76K +$2.36K +25 +3%
SLF
1765
Sun Life Financial
Ontario, Canada
$75K -$27.1K -287 -28%
AA
1766
Advisory Alpha
Michigan
$74.8K -$3.11K -33 -4%
LFG
1767
LifePlan Financial Group
Ohio
$74K – – –
QAM
1768
QCI Asset Management
New York
$74K – – –
PGAM
1769
Princeton Global Asset Management
New Jersey
$74K +$47.6K +505 +221%
EWM
1770
Edge Wealth Management
New York
$73K – – –
AF
1771
Allworth Financial
California
$73K +$1.7K +18 +3%
FANJ
1772
Financial Architects (New Jersey)
New Jersey
$71K -$56.6K -600 -46%
EWP
1773
Engrave Wealth Partners
Texas
$69K +$64.6K +685 New
WAM
1774
Wolverine Asset Management
Illinois
$68K +$23.4K +248 +58%
MAM
1775
Magellan Asset Management
Australia
$67K +$29.4K +312 +89%
69 70
71
72 73