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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1151
Aldebaran Financial
$1.48M +$33.6K +352 +3%
PWP
1152
Private Wealth Partners
California
$1.48M -$487K -5,100 -27%
AAM
1153
Auxier Asset Management
Oregon
$1.48M +$5.63K +59 +0.4%
NERM
1154
New England Research & Management
Illinois
$1.48M – – –
VR
1155
Viridian RIA
Washington
$1.48M +$95 +1 +0%
TCWM
1156
Total Clarity Wealth Management
Illinois
$1.47M +$9.55K +100 +0.7%
MOS
1157
MGO One Seven
Ohio
$1.47M -$10.8K -113 -0.8%
PTP
1158
Platform Technology Partners
New York
$1.46M +$214K +2,239 +20%
SW
1159
SlateStone Wealth
Florida
$1.46M -$43K -450 -3%
CWMU
1160
Caliber Wealth Management (Utah)
Utah
$1.46M +$1.3M +13,631 New
PCS
1161
Personal CFO Solutions
New Jersey
$1.46M +$124K +1,300 +11%
LC
1162
LCNB Corp
Ohio
$1.45M -$9.55K -100 -0.7%
BCMO
1163
Buckingham Capital Management (Ohio)
Ohio
$1.45M -$266K -2,791 -17%
JWCA
1164
J.W. Cole Advisors
Florida
$1.45M -$3.02M -31,594 -70%
VWA
1165
V Wealth Advisors
Kansas
$1.45M +$1.29M +13,530 New
FMBTD
1166
First Midwest Bank Trust Division
Illinois
$1.44M +$85.5K +896 +7%
CWS
1167
Cypress Wealth Services
California
$1.44M +$1.28M +13,458 New
P
1168
Pitcairn
Pennsylvania
$1.44M -$175K -1,833 -12%
IAS
1169
Investment Advisory Services
Texas
$1.44M +$191 +2 +0%
MFS
1170
Madrona Financial Services
Washington
$1.44M +$413K +4,330 +48%
OA
1171
Oxbow Advisors
Texas
$1.41M -$98.4K -1,031 -7%
AFP
1172
Ausdal Financial Partners
Iowa
$1.41M -$114K -1,194 -8%
ADL
1173
Asset Dedication LLC
California
$1.41M +$48.7K +510 +4%
AWA
1174
Arete Wealth Advisors
Illinois
$1.4M -$91.9K -963 -7%
B
1175
Barings
North Carolina
$1.4M -$739K -7,742 -37%
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