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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
1626
Heritage Wealth Management (California)
California
$309K -$8.44K -100 -3%
SPFA
1627
Summit Place Financial Advisors
New Jersey
$309K -$53.1K -629 -15%
WP
1628
WealthSpring Partners
California
$309K +$309K +3,667 New
WG
1629
Wellington Group
Indiana
$308K +$308K +3,655 New
BHWM
1630
Bar Harbor Wealth Management
New Hampshire
$308K -$632K -7,491 -67%
CL
1631
CIM LLC
New York
$307K – – –
MP
1632
McDonald Partners
Ohio
$307K -$12K -142 -4%
CIS
1633
Continental Investors Services
Washington
$306K -$5.65K -67 -2%
CBA
1634
Coastal Bridge Advisors
Connecticut
$306K -$1.18K -14 -0.4%
ACM
1635
Argent Capital Management
Missouri
$306K – – –
PWMG
1636
Prestige Wealth Management Group
New Jersey
$306K +$8.1K +96 +3%
TWP
1637
Triad Wealth Partners
Kansas
$305K +$88.4K +1,048 +41%
RIA
1638
Realta Investment Advisors
Delaware
$305K +$61.7K +732 +25%
BOSSRA
1639
B.O.S.S. Retirement Advisors
Utah
$305K -$14.3K -170 -4%
JC
1640
JBGlobal.com
New York
$304K +$253 +3 +0.1%
NIM
1641
Northeast Investment Management
Massachusetts
$304K -$84 -1 -0%
BC
1642
Broadwater Capital
Massachusetts
$304K – – –
BCM
1643
Bluefin Capital Management
New York
$303K +$304K +3,600 New
SL
1644
Sentry LLC
Tennessee
$303K – – –
WPP
1645
Whalerock Point Partners
Rhode Island
$303K – – –
LWM
1646
Liberty Wealth Management
California
$302K -$39.1K -463 -11%
BTD
1647
BankPlus Trust Department
Mississippi
$302K – – –
IP
1648
Investment Partners
Ohio
$302K +$675 +8 +0.2%
CAL
1649
Capital Advisors Ltd
Ohio
$301K -$150K -1,781 -33%
WH
1650
Willner & Heller
California
$301K -$5.15K -61 -2%
64 65
66
67 68