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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1351
Baldwin Wealth Partners
Massachusetts
$196K – – –
NFSG
1352
Newbridge Financial Services Group
Florida
$194K -$5.13K -45 -3%
LFG
1353
Larson Financial Group
Missouri
$194K +$144K +1,265 +269%
BTI
1354
Blue Trust Inc
Georgia
$173K +$78.1K +685 +81%
BEI
1355
Benjamin Edwards Inc
Missouri
$162K +$14.8K +130 +10%
CWC
1356
Carolinas Wealth Consulting
North Carolina
$158K -$1.71K -15 -1%
RBC
1357
Roble Belko & Company
Pennsylvania
$157K -$10.8K -95 -6%
PMFA
1358
Plante Moran Financial Advisors
Michigan
$154K -$15.4K -135 -9%
C
1359
Covestor
United Kingdom
$153K +$2.85K +25 +2%
EBA
1360
Eagle Bay Advisors
New York
$151K +$145K +1,270 +1,588%
CWM
1361
Cedar Wealth Management
California
$148K – – –
HIIFS
1362
Harel Insurance Investments & Financial Services
Israel
$145K -$921K -8,075 -86%
LS
1363
Livforsakringsbolaget Skandia
Sweden
$144K – – –
GWS
1364
Glassman Wealth Services
Virginia
$132K +$4.56K +40 +4%
POIA
1365
Pin Oak Investment Advisors
Texas
$129K – – –
USB
1366
Union Savings Bank
Connecticut
$126K – – –
FCA
1367
FinTrust Capital Advisors
South Carolina
$124K +$87.3K +765 +225%
JWM
1368
Janiczek Wealth Management
Colorado
$123K +$85.6K +750 +214%
FPFS
1369
First Personal Financial Services
North Carolina
$120K – – –
GIA
1370
GHP Investment Advisors
Colorado
$115K – – –
JFGIW
1371
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K -$6.28K -55 -5%
WPWM
1372
Western Pacific Wealth Management
Illinois
$112K +$19.4K +170 +20%
PTC
1373
Private Trust Company
Ohio
$111K +$5.13K +45 +5%
VAG
1374
VisionPoint Advisory Group
Texas
$109K +$56.5K +495 +103%
CAC
1375
Core Alternative Capital
Georgia
$107K +$51.3K +450 +88%
53 54
55
56 57