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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
1626
Heritage Wealth Management (California)
California
$326K -$3.22K -34 -0.9%
PWMG
1627
Prestige Wealth Management Group
New Jersey
$326K +$757 +8 +0.2%
SWA
1628
Stratos Wealth Advisors
Ohio
$325K -$5.3K -56 -2%
BOSSRA
1629
B.O.S.S. Retirement Advisors
Utah
$325K +$284 +3 +0.1%
CAP
1630
Columbia Advisory Partners
Washington
$325K -$16.7K -177 -5%
CFA
1631
CWS Financial Advisors
Michigan
$324K -$182K -1,928 -35%
JC
1632
JBGlobal.com
New York
$324K +$284 +3 +0.1%
LWM
1633
Liberty Wealth Management
California
$324K +$2.37K +25 +0.7%
BFG
1634
Birch Financial Group
New Hampshire
$323K -$88.4K -935 -21%
SL
1635
Sentry LLC
Tennessee
$322K – – –
WPP
1636
Whalerock Point Partners
Rhode Island
$322K – – –
WH
1637
Willner & Heller
California
$322K +$2.08K +22 +0.6%
ST
1638
Spinnaker Trust
Maine
$322K -$41K -433 -11%
BTD
1639
BankPlus Trust Department
Mississippi
$321K – – –
DOA
1640
D'Orazio & Associates
Virginia
$321K +$2.18K +23 +0.6%
CAL
1641
Capital Advisors Ltd
Ohio
$321K +$378 +4 +0.1%
CWA
1642
CM Wealth Advisors
Ohio
$321K +$1.89K +20 +0.6%
BHWM
1643
Bar Harbor Wealth Management
New Hampshire
$321K -$7.09K -75 -2%
LNB
1644
Ledyard National Bank
$320K -$116K -1,230 -26%
RIA
1645
Realta Investment Advisors
Delaware
$320K -$4.73K -50 -1%
EA
1646
Everpar Advisors
Oklahoma
$320K +$60.7K +642 +22%
DWM
1647
Drive Wealth Management
Utah
$319K +$10.1K +107 +3%
TWM
1648
Thrive Wealth Management
Pennsylvania
$318K -$54.8K -579 -14%
IWAO
1649
Independence Wealth Advisors (Ohio)
Ohio
$318K -$59.7K -631 -15%
TFP
1650
TrueWealth Financial Partners
Washington
$318K +$335K +3,544 New
64 65
66
67 68