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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2076
Austin Private Wealth
Texas
$14.1M +$153K +823 +1%
FHC
2077
First Heartland Consultants
Missouri
$14.1M +$31.5K +169 +0.2%
WA
2078
Wealth Alliance
New York
$14.1M -$244K -1,313 -2%
DCM
2079
Dudley Capital Management
Virginia
$14.1M -$356K -1,910 -2%
OWA
2080
Outlook Wealth Advisors
Texas
$14M +$1.12M +5,992 +9%
PFWA
2081
Paces Ferry Wealth Advisors
Georgia
$14M -$190K -1,023 -1%
CCT
2082
Capital City Trust
Florida
$14M -$172K -924 -1%
VIA
2083
Victrix Investment Advisors
Florida
$14M -$315K -1,690 -2%
SLG
2084
Stanley-Laman Group
Pennsylvania
$13.9M +$182K +976 +1%
BC
2085
Barrett & Company
Rhode Island
$13.9M +$205K +1,103 +2%
TF
2086
Trek Financial
Arizona
$13.9M -$4.54M -24,380 -25%
MF
2087
Manuka Financial
Virginia
$13.9M -$1.49K -8 -0%
GAG
2088
Goodman Advisory Group
Massachusetts
$13.8M -$527K -2,830 -4%
FWA
2089
FSM Wealth Advisors
Ohio
$13.8M +$517K +2,779 +4%
NRC
2090
New Republic Capital
North Carolina
$13.8M +$6.95M +37,327 +102%
CFA
2091
Capstone Financial Advisors
Illinois
$13.8M -$612K -3,290 -4%
JWM
2092
Jackson Wealth Management
Florida
$13.8M +$204K +1,094 +2%
AWA
2093
Alta Wealth Advisors
Massachusetts
$13.8M +$529K +2,840 +4%
NME
2094
Notis-McConarty Edward
$13.8M -$610K -3,275 -4%
IIL
2095
Income Insurance Ltd
$13.8M +$13.8M +73,877 New
EL
2096
EWA LLC
Pennsylvania
$13.8M +$2M +10,732 +17%
CAM
2097
Carret Asset Management
New York
$13.8M +$74.5K +400 +0.5%
HCCM
2098
Hudson Canyon Capital Management
New York
$13.7M – – –
CP
2099
Cornerstone Planning
North Carolina
$13.7M +$13.7M +73,783 New
NC
2100
NovaPoint Capital
Georgia
$13.6M +$344K +1,846 +3%
82 83
84
85 86