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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
776
Baldwin Wealth Partners
Massachusetts
$160K – – –
RMC
777
Resources Management Corp
Connecticut
$159K – – –
ST
778
Smithfield Trust
Pennsylvania
$157K -$28.7K -443 -14%
BWA
779
BDO Wealth Advisors
Florida
$155K -$9.72K -150 -5%
FWM
780
Focused Wealth Management
New York
$154K +$2.53K +39 +1%
NIM
781
NuWave Investment Management
New Jersey
$152K +$177K +2,730 New
LS
782
Livforsakringsbolaget Skandia
Sweden
$147K -$195K -3,000 -53%
GWSG
783
GPS Wealth Strategies Group
Colorado
$139K – – –
AR
784
Advisory Research
Illinois
$139K +$162K +2,496 New
PTC
785
Private Trust Company
Ohio
$138K +$162K +2,491 New
CA
786
CoreCap Advisors
Michigan
$132K -$32.4K -499 -17%
MA
787
Montag & Associates
Georgia
$127K – – –
OSNBOA
788
Old Second National Bank of Aurora
Illinois
$127K +$9.72K +150 +7%
SPWM
789
Spartan Planning & Wealth Management
North Carolina
$122K +$142K +2,191 New
TCWM
790
Total Clarity Wealth Management
Illinois
$121K +$141K +2,174 New
GI
791
Gradient Investments
Minnesota
$120K +$76.8K +1,184 +122%
LFA
792
Level Financial Advisors
New York
$120K +$140K +2,167 New
IUHSA
793
Itau Unibanco Holding S.A.
Brazil
$118K +$10.1K +156 +8%
AF
794
Allworth Financial
California
$118K +$22K +339 +19%
PFBT
795
Parkside Financial Bank & Trust
Missouri
$117K -$37K -570 -21%
EW
796
Evoke Wealth
California
$116K -$2.53K -39 -2%
CCM
797
Chilton Capital Management
Texas
$116K +$135K +2,087 New
DMBA
798
Deseret Mutual Benefit Administrators
Utah
$113K – – –
WSCM
799
Wellington Shields Capital Management
New York
$111K -$73.9K -1,140 -36%
PA
800
Parallel Advisors
California
$111K -$60K -925 -32%
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