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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1451
Westwood Wealth Management
California
$282K -$55.6K -815 -16%
WA1
1452
Wimmer Associates 1
California
$281K -$10.2K -150 -3%
FFA
1453
Founders Financial Alliance
North Carolina
$281K +$68.8K +1,009 +32%
BPWM
1454
Badgley Phelps Wealth Managers
Washington
$280K -$20.5K -300 -7%
AMBIA
1455
Allen Mooney & Barnes Investment Advisors
Georgia
$280K +$44.5K +652 +18%
FPAS
1456
Focus Partners Advisor Solutions
Missouri
$279K +$285K +4,183 New
CC
1457
Courier Capital
New York
$278K -$4.02K -59 -1%
QPW
1458
Quantum Private Wealth
Florida
$278K -$105K -1,537 -27%
HIP
1459
HUB Investment Partners
Texas
$278K +$65.9K +967 +30%
LG
1460
LaFleur & Godfrey
Michigan
$277K +$283K +4,146 New
SFG
1461
Synergy Financial Group
California
$275K -$1.64K -24 -0.6%
AF
1462
Allworth Financial
California
$275K -$59.7K -876 -18%
VCAM
1463
Van Cleef Asset Management
Ohio
$274K -$9.46M -138,752 -97%
AC
1464
Avestar Capital
New York
$274K -$80.9K -1,186 -22%
FC
1465
Forte Capital
New York
$272K – – –
PPW
1466
Parcion Private Wealth
Washington
$271K -$5.59K -82 -2%
WSC
1467
Wellington Shields & Co
New York
$271K -$49.8K -730 -15%
DWA
1468
Douglass Winthrop Advisors
New York
$271K -$163K -2,393 -37%
AFG
1469
Atomi Financial Group
New York
$270K -$8.73K -128 -3%
AP
1470
Appleton Partners
Massachusetts
$269K -$928K -13,614 -77%
RA
1471
RFG Advisory
Alabama
$269K -$46.3K -679 -14%
BG
1472
Bahl & Gaynor
Ohio
$267K -$17.6K -258 -6%
AC
1473
Allstate Corporation
Illinois
$267K -$5.39K -79 -2%
ISWM
1474
Independent Solutions Wealth Management
New York
$267K -$41.1K -603 -13%
SIC
1475
Schwartz Investment Counsel
Michigan
$267K – – –
57 58
59
60 61