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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1776
Oxford Financial Group
Indiana
$757K -$146K -513 -15%
TNA
1777
True North Advisors
Texas
$757K +$10.5K +37 +1%
MSAM
1778
Moloney Securities Asset Management
Missouri
$757K +$15.3K +54 +2%
AWS
1779
AJ Wealth Strategies
New York
$755K +$27K +95 +3%
WKWM
1780
Walter & Keenan Wealth Management
Indiana
$755K +$28.4K +100 +4%
GCP
1781
GSA Capital Partners
United Kingdom
$751K -$313K -1,102 -28%
BFG
1782
Beacon Financial Group
Texas
$751K – – –
CCA
1783
Childress Capital Advisors
Texas
$749K -$2.27K -8 -0.3%
WC
1784
Woodstock Corp
Massachusetts
$748K -$2.55K -9 -0.3%
GDP
1785
Great Diamond Partners
Maine
$747K -$1.14K -4 -0.1%
WP
1786
WealthSource Partners
California
$746K -$120K -423 -13%
BFO
1787
Biltmore Family Office
North Carolina
$746K – – –
SFA
1788
Sequoia Financial Advisors
Ohio
$745K -$2.29M -8,078 -74%
SSCA
1789
South Shore Capital Advisors
Massachusetts
$745K +$27K +95 +3%
PWA
1790
Physician Wealth Advisors
Utah
$744K +$1.7K +6 +0.2%
PWMG
1791
Prestige Wealth Management Group
New Jersey
$744K +$31.5K +111 +4%
AIM
1792
Acropolis Investment Management
Missouri
$743K -$4.26K -15 -0.5%
HIP
1793
HUB Investment Partners
Texas
$742K -$73.2K -258 -8%
PMG
1794
ProVise Management Group
Florida
$742K -$16.2K -57 -2%
PCMC
1795
Paragon Capital Management (Colorado)
Colorado
$742K – – –
TFCP
1796
Twin Focus Capital Partners
Massachusetts
$742K +$10.8K +38 +1%
CG
1797
Corundum Group
Colorado
$741K -$112K -396 -12%
AIM
1798
Alhambra Investment Management
Florida
$739K +$58.2K +205 +8%
SLF
1799
Sun Life Financial
Ontario, Canada
$738K +$189K +667 +31%
HA
1800
Herold Advisors
New York
$736K +$803K +2,832 New
70 71
72
73 74