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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1701
Gilbert & Cook
Iowa
$411K +$411K +3,946 New
VCM
1702
Viewpoint Capital Management
Washington
$410K – – –
HPWM
1703
High Pines Wealth Management
Massachusetts
$410K +$937 +9 +0.2%
VC
1704
Veracity Capital
Georgia
$408K -$10.3K -99 -2%
DWP
1705
Daymark Wealth Partners
Ohio
$408K +$67.3K +647 +20%
WPC
1706
Waters Parkerson & Co
Louisiana
$408K – – –
AFA
1707
American Financial Advisors
Georgia
$407K +$21.2K +204 +6%
SP
1708
Successful Portfolios
Florida
$407K -$43.3K -416 -10%
QC
1709
Quent Capital
New York
$404K +$2.91K +28 +0.7%
AC
1710
Avestar Capital
New York
$403K -$80.6K -774 -17%
RWA
1711
River Wealth Advisors
Pennsylvania
$403K +$6.25K +60 +2%
JBA
1712
Johnson Bixby & Associates
Washington
$401K +$17.1K +164 +4%
LMKC
1713
L.M. Kohn & Company
Ohio
$401K -$26.2K -252 -6%
PAG
1714
Private Advisory Group
Washington
$399K +$88.9K +854 +29%
LFA
1715
Lauterbach Financial Advisors
Texas
$397K +$520 +5 +0.1%
FFA
1716
Farther Finance Advisors
California
$396K -$136K -1,307 -26%
CWP
1717
Core Wealth Partners
California
$396K +$396K +3,802 New
SFP
1718
Sweet Financial Partners
Minnesota
$395K +$208 +2 +0.1%
AC
1719
Allstate Corporation
Illinois
$395K -$4.41M -42,325 -92%
6F
1720
626 Financial
Michigan
$395K +$10.5K +101 +3%
FTWA
1721
Fifth Third Wealth Advisors
Ohio
$394K +$394K +3,788 New
LWM
1722
LJI Wealth Management
Indiana
$394K – – –
WAOI
1723
Wealth Advisors of Iowa
Iowa
$394K +$208 +2 +0.1%
SIC
1724
Samalin Investment Counsel
New York
$393K -$8.22K -79 -2%
SAM
1725
Strategy Asset Managers
California
$391K -$26.5K -255 -6%
67 68
69
70 71