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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1551
Sutton Wealth Advisors
Florida
$380K +$87.1K +10,760 +37%
WP
1552
WealthShield Partners
North Carolina
$379K +$23K +2,840 +8%
JG
1553
Jefferies Group
New York
$378K -$2.95M -364,680 -90%
DWM
1554
Doyle Wealth Management
Florida
$378K +$4.85K +600 +2%
WI
1555
WrapManager Inc
California
$377K +$321K +39,720 New
W
1556
Wealthquest
Ohio
$376K +$320K +39,600 New
AUB
1557
Atlantic Union Bankshares
Virginia
$374K – – –
CPA
1558
Capital Planning Advisors
California
$373K +$317K +39,240 New
CFG
1559
Capstone Financial Group
Oklahoma
$372K -$16.8K -2,080 -5%
NAMP
1560
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$372K +$16.2K +2,000 +5%
LWP
1561
Legacy Wealth Planning
Nevada
$369K +$64.7K +8,000 +26%
PGAM
1562
Princeton Global Asset Management
New Jersey
$368K +$64.7K +8,000 +26%
BCA
1563
Biltmore Capital Advisors
New Jersey
$367K +$57K +7,040 +22%
EP
1564
Eudaimonia Partners
Tennessee
$366K +$5.83K +720 +2%
CAM
1565
Columbia Asset Management
Michigan
$365K +$32.7K +4,040 +12%
IAP
1566
Indie Asset Partners
Indiana
$364K -$106K -13,160 -29%
KWA
1567
KCS Wealth Advisory
California
$364K – – –
LWM
1568
Lenox Wealth Management
Ohio
$364K +$42.4K +5,240 +16%
VCA
1569
Verdence Capital Advisors
Maryland
$362K -$46.3K -5,720 -13%
ONB
1570
Old National Bancorp
Indiana
$360K +$307K +37,920 New
CBFP
1571
Cedar Brook Financial Partners
Ohio
$359K -$8.74K -1,080 -3%
BCM
1572
Birmingham Capital Management
Alabama
$359K +$56.6K +7,000 +23%
BFA
1573
Benedict Financial Advisors
Georgia
$356K +$324 +40 +0.1%
BAS
1574
Brown Advisory Securities
Maryland
$356K +$9.38K +1,160 +4%
KOMWMG
1575
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$353K +$6.47K +800 +2%
61 62
63
64 65