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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2601
Meridian Wealth Partners
Pennsylvania
$2.59M +$42.8K +590 +2%
CA
2602
Centerpoint Advisors
Massachusetts
$2.58M -$266K -3,670 -11%
TIA
2603
Traphagen Investment Advisors
New Jersey
$2.57M +$21.7K +300 +1%
PL
2604
Parthenon LLC
Kentucky
$2.57M -$362K -5,000 -15%
NWM
2605
Northwest Wealth Management
Iowa
$2.57M +$633K +8,740 +44%
LT
2606
Legacy Trust
Michigan
$2.57M -$371K -5,120 -15%
G
2607
GenTrust
Florida
$2.56M -$276K -3,810 -12%
USWIA
2608
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.55M -$29K -400 -1%
TAM
2609
Todd Asset Management
Kentucky
$2.55M – – –
VAM
2610
Verity Asset Management
North Carolina
$2.54M -$293K -4,040 -13%
WWS
2611
Wellington Wealth Strategies
Indiana
$2.54M -$266K -3,670 -12%
EFSCE
2612
Enterprise Financial Services Corp (EFSC)
Missouri
$2.54M -$59.4K -820 -3%
DF
2613
Dunhill Financial
United Kingdom
$2.54M -$51.5K -710 -2%
CNWM
2614
Clay Northam Wealth Management
California
$2.54M -$122K -1,680 -6%
PP
2615
PDT Partners
New York
$2.53M -$1.91M -26,370 -49%
ATFA
2616
All Terrain Financial Advisors
Minnesota
$2.53M +$2.03M +28,000 New
BIP
2617
Blue Investment Partners
California
$2.53M +$1.45M +20,000 +250%
SRC
2618
Shufro Rose & Co
New York
$2.52M +$1.33M +18,340 +192%
BFO
2619
Biltmore Family Office
North Carolina
$2.52M +$63.1K +870 +3%
AFG
2620
ABLE Financial Group
Arizona
$2.52M +$47.8K +660 +2%
EC
2621
Estate Counselors
Wisconsin
$2.52M +$29K +400 +1%
AIA
2622
Angeles Investment Advisors
California
$2.52M +$363K +5,010 +22%
FFA
2623
Fi3 Financial Advisors
Indiana
$2.51M +$365K +5,030 +22%
AWM
2624
Accel Wealth Management
Iowa
$2.51M +$289K +3,990 +17%
KIC
2625
Kensington Investment Counsel
California
$2.51M +$83.4K +1,150 +4%
103 104
105
106 107