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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1776
Prentice Wealth Management
New York
$741K +$770K +3,050 New
BI
1777
Bramshill Investments
Florida
$739K – – –
AP
1778
Americana Partners
Texas
$739K +$66.7K +264 +9%
OPW
1779
Oxler Private Wealth
New York
$738K +$54.5K +216 +8%
GA
1780
Geller Advisors
New York
$736K +$119K +471 +18%
KMWM
1781
Keudell/Morrison Wealth Management
Oregon
$735K -$145K -575 -16%
NB
1782
Nicolet Bankshares
Wisconsin
$732K -$83.1K -329 -10%
FWM
1783
Foresight Wealth Management
Utah
$731K -$14.1K -56 -2%
FCA
1784
FLC Capital Advisors
California
$731K – – –
PM
1785
Precept Management
Texas
$729K -$1.77M -7,000 -70%
TMC
1786
Trellus Management Company
Florida
$729K +$758K +3,000 New
CC
1787
Callan Capital
California
$724K – – –
NPA
1788
Nichols & Pratt Advisers
Massachusetts
$723K – – –
LWAC
1789
Laurel Wealth Advisors (California)
California
$720K +$22.5K +89 +3%
BIM
1790
Baldwin Investment Management
Pennsylvania
$716K +$516K +2,045 +227%
SLF
1791
Sun Life Financial
Ontario, Canada
$714K -$23K -91 -3%
WC
1792
Woodstock Corp
Massachusetts
$709K +$49.2K +195 +7%
OL
1793
Optas LLC
Texas
$705K -$632K -2,502 -46%
AIM
1794
Acropolis Investment Management
Missouri
$704K +$6.31K +25 +0.9%
FFA
1795
Founders Financial Alliance
North Carolina
$703K -$83.3K -330 -10%
HL
1796
HeadInvest LLC
Maine
$702K +$213K +845 +41%
TA
1797
Tectonic Advisors
Texas
$700K -$335K -1,326 -32%
IIM
1798
Ironwood Investment Management
Massachusetts
$698K +$25.3K +100 +4%
GKWIM
1799
Gerber Kawasaki Wealth & Investment Management
California
$694K -$363K -1,439 -33%
AWS
1800
AJ Wealth Strategies
New York
$693K – – –
70 71
72
73 74