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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
4801
APS Management Group
California
$1.23M +$1.03K +5 +0.1%
WA
4802
Waterford Advisors
New York
$1.23M -$9.66K -47 -0.8%
SC
4803
Swan Capital
Florida
$1.23M -$23.6K -115 -2%
WFPG
4804
Waller Financial Planning Group
Ohio
$1.23M +$164K +797 +15%
HSG
4805
Helen Stephens Group
Texas
$1.23M +$79K +384 +7%
LFA
4806
Level Financial Advisors
New York
$1.23M -$1.44K -7 -0.1%
PA
4807
Prossimo Advisors
California
$1.23M +$74.8K +364 +6%
MSWA
4808
Marshall & Sterling Wealth Advisors
New York
$1.23M +$545K +2,652 +76%
DWM
4809
Defined Wealth Management
Oregon
$1.22M +$83.9K +408 +7%
SIMC
4810
Squire Investment Management Company
Utah
$1.22M +$159K +771 +14%
RC
4811
Reik & Co
New York
$1.22M – – –
PCWA
4812
Pacific Capital Wealth Advisors
California
$1.22M – – –
MAA
4813
Matrix Asset Advisors
New York
$1.22M -$363K -1,765 -22%
FF
4814
Formulate Financial
Florida
$1.22M – – –
MAG
4815
Mokosak Advisory Group
Iowa
$1.21M +$1.65K +8 +0.1%
MIM
4816
Montgomery Investment Management
Maryland
$1.21M -$61.5K -299 -5%
FSCM
4817
Front Street Capital Management
Montana
$1.21M -$366K -1,781 -23%
BWM
4818
BKM Wealth Management
Wisconsin
$1.21M +$19.7K +96 +2%
CLA
4819
Carnegie Lake Advisors
New Jersey
$1.21M – – –
CFG
4820
Copley Financial Group
California
$1.21M +$226K +1,098 +22%
EAM
4821
EdenTree Asset Management
United Kingdom
$1.21M – – –
VCAM
4822
Van Cleef Asset Management
Ohio
$1.21M -$51.4K -250 -4%
CAM
4823
CPA Asset Management
Florida
$1.21M -$15.2K -74 -1%
MWM
4824
Mascoma Wealth Management
New Hampshire
$1.2M +$3.5K +17 +0.3%
HIM
4825
Harbour Investment Management
Washington
$1.2M -$2.06K -10 -0.2%
191 192
193
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