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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Cornerstone Wealth Management
Missouri
$433K -$185K -2,358 -31%
MWC
1302
MBM Wealth Consultants
Missouri
$432K +$18.7K +238 +5%
LP
1303
LGL Partners
Pennsylvania
$431K -$18.4K -235 -4%
CG
1304
Cutler Group
California
$427K -$404K -5,146 -50%
PB
1305
Pinnacle Bancorp
Nebraska
$426K +$12.9K +165 +3%
GSWM
1306
Golden State Wealth Management
California
$425K +$13.6K +173 +4%
MIS
1307
Morningstar Investment Services
Illinois
$421K -$8.08K -103 -2%
AF
1308
Advisornet Financial
Minnesota
$421K +$79.6K +1,015 +25%
RIA
1309
Realta Investment Advisors
Delaware
$420K +$18.9K +241 +5%
TIA
1310
Tiemann Investment Advisors
California
$419K -$7.84K -100 -2%
GC
1311
Gruss & Co
Florida
$419K +$392K +5,000 New
CASB
1312
Cape Ann Savings Bank
Massachusetts
$417K +$98.4K +1,255 +34%
PCIA
1313
Prime Capital Investment Advisors
Kansas
$416K -$2.86M -36,443 -88%
GRP
1314
Global Retirement Partners
California
$415K +$88.5K +1,129 +30%
KC
1315
Knuff & Co
California
$413K +$112K +1,425 +41%
FNT
1316
First National Trust
Pennsylvania
$407K +$165K +2,100 +76%
SA
1317
Strategic Advisors
New York
$406K -$72K -918 -16%
GCC
1318
Guardian Capital (Canada)
Ontario, Canada
$402K +$376K +4,800 New
FHC
1319
First Heartland Consultants
Missouri
$401K +$13.3K +170 +4%
SCM
1320
Stordahl Capital Management
Colorado
$400K -$471 -6 -0.1%
DC
1321
DeDora Capital
California
$399K +$23.4K +299 +7%
TSWM
1322
Triangle Securities Wealth Management
North Carolina
$398K -$93.6K -1,193 -21%
REMPR
1323
Roof Eidam Maycock Peralta (REMP)
California
$394K – – –
BIAS
1324
Beacon Investment Advisory Services
New Jersey
$394K +$369K +4,700 New
BFO
1325
Boston Family Office
Massachusetts
$393K +$47.8K +609 +15%
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