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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
2126
Legacy Wealth Asset Management
Minnesota
$340K – – –
SWM
2127
Silverlake Wealth Management
Vermont
$339K +$389K +1,798 New
RCS
2128
Retirement Capital Strategies
California
$339K – – –
VCM
2129
Vigilant Capital Management
Maine
$339K – – –
AWE
2130
Avidian Wealth Enterprises
Texas
$338K +$165K +764 +74%
CS
2131
Capital Square
Tennessee
$337K +$391K +1,805 New
PIG
2132
Pantheon Investment Group
California
$336K -$255K -1,179 -40%
STA
2133
Summit Trail Advisors
New York
$336K +$38.3K +177 +11%
EWM
2134
Evermay Wealth Management
Virginia
$336K +$272K +1,255 +239%
TP
2135
Tranquility Partners
Tennessee
$334K -$111K -513 -22%
SSA
2136
Schonfeld Strategic Advisors
New York
$334K – – –
AWM
2137
AllSquare Wealth Management
New York
$333K +$103K +478 +37%
FNBOH
2138
First National Bank of Hutchinson
Kansas
$332K -$201K -930 -35%
BFC
2139
Bedel Financial Consulting
Indiana
$332K +$23.2K +107 +6%
FMBTD
2140
First Midwest Bank Trust Division
Illinois
$330K +$6.92K +32 +2%
UIA
2141
Ulland Investment Advisors
Minnesota
$330K +$379K +1,750 New
ASC
2142
Atalanta Sosnoff Capital
New York
$329K -$61.3M -283,145 -99%
KCM
2143
Kathmere Capital Management
Pennsylvania
$329K -$6.28K -29 -2%
RCA
2144
Ranch Capital Advisors
Florida
$329K – – –
PAM
2145
Private Asset Management
California
$329K +$13.4K +62 +4%
CCMG
2146
Clark Capital Management Group
Pennsylvania
$328K -$16.4M -75,620 -98%
FIA
2147
Foundations Investment Advisors
Arizona
$328K +$57.6K +266 +18%
PWS
2148
Precision Wealth Strategies
Missouri
$328K +$376K +1,740 New
MW
2149
Marcum Wealth
Ohio
$327K +$47.6K +220 +15%
LWMG
2150
Levy Wealth Management Group
Pennsylvania
$327K +$375K +1,733 New
84 85
86
87 88