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Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
926
Woodward Diversified Capital
California
$789K +$702K +7,020 New
IP
927
Interval Partners
New York
$787K -$3.3M -33,000 -83%
KPWS
928
Kestra Private Wealth Services
Texas
$785K +$181K +1,815 +35%
AWM
929
Apollon Wealth Management
South Carolina
$783K +$341K +3,415 +96%
AF
930
Affiance Financial
Minnesota
$779K – – –
DBRC
931
D.B. Root & Company
Pennsylvania
$778K +$35.5K +355 +5%
TSWM
932
Triangle Securities Wealth Management
North Carolina
$777K +$500 +5 +0.1%
CCA
933
Checchi Capital Advisers
California
$771K +$29.5K +295 +4%
CC
934
Callan Capital
California
$771K +$686K +6,860 New
MMG
935
Monetary Management Group
Missouri
$770K – – –
CBT
936
Central Bank & Trust
Kentucky
$769K -$29.5K -295 -4%
APWM
937
Argonautica Private Wealth Management
Massachusetts
$765K +$681K +6,810 New
EW
938
Evoke Wealth
California
$764K +$89.5K +895 +15%
WF
939
Welch & Forbes
Massachusetts
$756K -$3.5K -35 -0.5%
PSP
940
Principal Street Partners
Tennessee
$752K -$15.5K -155 -2%
TWA
941
TCI Wealth Advisors
Arizona
$745K +$4.5K +45 +0.7%
1WA
942
180 Wealth Advisors
Washington
$736K -$500 -5 -0.1%
TA
943
Tiedemann Advisors
New York
$736K +$654K +6,545 New
CFG
944
Citizens Financial Group
Rhode Island
$732K -$790K -7,905 -55%
WPC
945
Wedmont Private Capital
Pennsylvania
$731K +$68K +680 +12%
RCAG
946
Rehmann Capital Advisory Group
Michigan
$724K -$51K -510 -7%
IIM
947
Intact Investment Management
Quebec, Canada
$719K +$115K +1,150 +22%
PWPS
948
Pinnacle Wealth Planning Services
Ohio
$712K -$15.5K -155 -2%
MC
949
Merlin Capital
Rhode Island
$712K -$12.5K -125 -2%
MFA
950
Mayflower Financial Advisors
Massachusetts
$704K +$22K +220 +4%
36 37
38
39 40