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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Angeles Wealth Management
California
$363K +$76.7K +781 +24%
AFP
1702
Ausdal Financial Partners
Iowa
$362K +$3.63K +37 +0.9%
FWA
1703
FSM Wealth Advisors
Ohio
$362K -$294 -3 -0.1%
MWM
1704
Mattern Wealth Management
Kansas
$359K -$10.4K -106 -3%
ECG
1705
Edge Capital Group
Georgia
$359K -$628K -6,401 -62%
PFSC
1706
Peoples Financial Services Corp
Pennsylvania
$356K -$9.81K -100 -2%
OC
1707
Oakworth Capital
Alabama
$356K +$7.56K +77 +2%
LP
1708
LGL Partners
Pennsylvania
$356K +$589 +6 +0.2%
WW
1709
Waterfront Wealth
Kansas
$356K +$3.53K +36 +1%
QC
1710
Quent Capital
New York
$356K +$14.6K +149 +4%
ACP
1711
Aveo Capital Partners
Colorado
$355K +$12.9K +131 +3%
CCFM
1712
Clear Creek Financial Management
Washington
$354K +$43.7K +445 +13%
LMKC
1713
L.M. Kohn & Company
Ohio
$353K +$294 +3 +0.1%
SF
1714
Symphony Financial
Texas
$352K +$28.5K +290 +8%
GWM
1715
GSB Wealth Management
Connecticut
$352K +$5.1K +52 +1%
JBA
1716
Johnson Bixby & Associates
Washington
$351K -$2.94K -30 -0.8%
BAAM
1717
Baker Avenue Asset Management
California
$351K -$393 -4 -0.1%
LPAM
1718
Lodestar Private Asset Management
California
$350K -$28.9K -294 -7%
ZF
1719
Zhang Financial
Michigan
$350K – – –
PP
1720
Pacifica Partners
Canada
$349K +$3.83K +39 +1%
PFA
1721
Petra Financial Advisors
Colorado
$348K +$65.9K +671 +21%
WP
1722
WealthPLAN Partners
Nebraska
$348K +$125K +1,278 +50%
LFA
1723
Lauterbach Financial Advisors
Texas
$348K – – –
LWM
1724
LJI Wealth Management
Indiana
$347K +$2.16K +22 +0.6%
WSCM
1725
Wellington Shields Capital Management
New York
$347K -$39.3K -400 -10%
67 68
69
70 71