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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1451
Soltis Investment Advisors
Utah
$714K -$705K -7,387 -53%
BWM
1452
BerganKDV Wealth Management
Minnesota
$714K +$25.2K +264 +4%
CCA
1453
Cobblestone Capital Advisors
New York
$714K +$47K +492 +8%
FHC
1454
First Heartland Consultants
Missouri
$712K +$54.7K +573 +9%
LWA
1455
Lineweaver Wealth Advisors
Ohio
$710K +$46.8K +490 +8%
LC
1456
Lindbrook Capital
California
$709K +$8.21K +86 +1%
TWA
1457
TCI Wealth Advisors
Arizona
$708K -$19.8K -207 -3%
WP
1458
WealthPLAN Partners
Nebraska
$707K -$117K -1,225 -15%
BCM
1459
Blume Capital Management
California
$706K – – –
FCA
1460
FinTrust Capital Advisors
South Carolina
$706K +$53.6K +561 +9%
SCG
1461
Sonata Capital Group
Washington
$704K +$47.8K +501 +8%
RW
1462
Rede Wealth
Virginia
$704K +$628K +6,577 New
BI
1463
Ballast Inc
Kentucky
$703K -$51.3K -537 -8%
RI
1464
Ridgewood Investments
New Jersey
$701K – – –
TFGT
1465
TS Financial Group (TSFG)
Illinois
$701K +$24.5K +257 +4%
WP
1466
WMS Partners
Maryland
$701K +$62.2K +651 +11%
DBIA
1467
Dumont & Blake Investment Advisors
New Jersey
$698K -$13.4K -140 -2%
RWM
1468
RBA Wealth Management
California
$696K -$157K -1,644 -20%
AWA
1469
Arkadios Wealth Advisors
Georgia
$694K +$131K +1,373 +27%
BOM
1470
Bank of Marin
California
$692K +$8.59K +90 +1%
CPC
1471
Cookson Peirce & Co
Pennsylvania
$692K +$618K +6,470 New
ODG
1472
O'Dell Group
Ohio
$691K +$616K +6,456 New
FBB
1473
Fulton Breakefield Broenniman
Maryland
$688K -$89.6K -938 -13%
SJIM
1474
St. Johns Investment Management
Florida
$688K -$42.3K -443 -6%
FHA
1475
Flagship Harbor Advisors
Massachusetts
$688K -$24.3K -254 -4%
57 58
59
60 61