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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1651
High Pines Wealth Management
Massachusetts
$409K +$52.8K +538 +14%
SA
1652
Strategic Advisors
New York
$408K +$128K +1,300 +41%
HCMG
1653
Howard Capital Management Group
California
$408K – – –
SCA
1654
Scott Capital Advisors
Oregon
$407K -$19K -194 -4%
SIC
1655
SFE Investment Counsel
California
$406K -$13.3K -135 -3%
PWM
1656
Prosperity Wealth Management
California
$403K +$234K +2,388 +118%
PCI
1657
Planning Center Inc
Illinois
$403K -$6.67K -68 -2%
HCA
1658
Horan Capital Advisors
Ohio
$401K +$432K +4,397 New
FWTB
1659
First Western Trust Bank
Colorado
$400K -$16.3K -166 -4%
HIP
1660
HUB Investment Partners
Texas
$399K +$87.2K +888 +25%
DWM
1661
Dechtman Wealth Management
Colorado
$398K -$7.66K -78 -2%
BEI
1662
Benjamin Edwards Inc
Missouri
$398K +$10.2K +104 +2%
NCMW
1663
Northern Capital Management (Washington)
Washington
$398K -$5.1K -52 -1%
BFA
1664
Beaumont Financial Advisors
Massachusetts
$398K +$18K +183 +4%
FAN
1665
Financial Advisors Network
California
$396K +$426K +4,343 New
VCM
1666
Viewpoint Capital Management
Washington
$396K – – –
ST
1667
Somerset Trust
Pennsylvania
$396K +$13.1K +133 +3%
NSAM
1668
North Star Asset Management
Wisconsin
$395K +$4.02K +41 +1%
CGH
1669
CMG Global Holdings
Texas
$395K +$294 +3 +0.1%
WFI
1670
West Family Investments
California
$394K – – –
GC
1671
Gratus Capital
Georgia
$391K +$35.8K +365 +9%
BSC
1672
Brown Shipley & Co
United Kingdom
$390K – – –
LA
1673
Latitude Advisors
Florida
$390K -$1.96K -20 -0.5%
MWM
1674
Maltin Wealth Management
New Jersey
$389K +$2.36K +24 +0.6%
AAP
1675
Arax Advisory Partners
Colorado
$389K +$21.5K +219 +5%
65 66
67
68 69