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RACE

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
576
Advyzon Investment Management
Illinois
$246K +$20.6K +43 +9%
BFS
577
Bradley Foster & Sargent
Connecticut
$243K – – –
JPWM
578
Jamison Private Wealth Management
Georgia
$240K +$237K +494 New
BPW
579
BLVD Private Wealth
Kentucky
$239K -$3.83K -8 -2%
AAM
580
Advisors Asset Management
Colorado
$239K +$22.5K +47 +11%
IFG
581
Independent Financial Group
California
$238K +$9.58K +20 +4%
PA
582
PharVision Advisers
Florida
$235K +$232K +484 New
EFS
583
Essex Financial Services
Connecticut
$231K +$10.5K +22 +5%
CGL
584
Clarius Group LLC
Washington
$230K +$13.4K +28 +6%
PA
585
Procyon Advisors
Connecticut
$230K +$14.9K +31 +7%
LCWP
586
Legacy Capital Wealth Partners
Arkansas
$229K -$8.62K -18 -4%
HFW
587
Horizon Family Wealth
Illinois
$228K – – –
JSW
588
Journey Strategic Wealth
New Jersey
$227K -$1.44K -3 -0.6%
FOA
589
Five Oceans Advisors
California
$226K – – –
MCCA
590
Mill Creek Capital Advisors
Pennsylvania
$225K +$1.92K +4 +0.9%
PTCG
591
Pring Turner Capital Group
California
$222K – – –
AFA
592
American Financial Advisors
Georgia
$221K – – –
SMA
593
Sage Mountain Advisors
Georgia
$221K +$218K +455 New
DBRC
594
D.B. Root & Company
Pennsylvania
$220K -$134K -279 -38%
PWAM
595
Private Wealth Asset Management
Iowa
$220K – – –
DT
596
Diversified Trust
Tennessee
$218K -$479 -1 -0.2%
FLPIM
597
F.L. Putnam Investment Management
Massachusetts
$215K +$9.58K +20 +5%
GGA
598
Granite Group Advisors
Connecticut
$214K – – –
SRC
599
Shufro Rose & Co
New York
$214K – – –
PTP
600
Platform Technology Partners
New York
$209K – – –
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