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Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1751
Mirador Capital Partners
California
$397K +$115K +1,099 +43%
BBI
1752
Baxter Bros Inc
Connecticut
$396K +$210 +2 +0.1%
RWA
1753
Ropes Wealth Advisors
Massachusetts
$396K +$235K +2,242 +180%
GPFA
1754
Game Plan Financial Advisors
Ohio
$395K -$21K -200 -5%
PK
1755
Pflug Koory
Nebraska
$395K +$3.88K +37 +1%
SAM
1756
SignalPoint Asset Management
Missouri
$394K -$2K -19 -0.5%
JMFC
1757
J.M. Forbes & Co
Massachusetts
$391K – – –
THWM
1758
Taylor Hoffman Wealth Management
Virginia
$391K – – –
LA
1759
LexAurum Advisors
Kansas
$390K -$9.97K -95 -3%
RWA
1760
River Wealth Advisors
Pennsylvania
$390K -$2.63K -25 -0.7%
FWM
1761
Fairhaven Wealth Management
Illinois
$389K -$315 -3 -0.1%
TWM
1762
Tolleson Wealth Management
Texas
$389K – – –
MMA
1763
Miracle Mile Advisors
California
$388K +$6.3K +60 +2%
OWA
1764
One Wealth Advisors
California
$388K +$25.7K +245 +7%
LRIA
1765
Leonard Rickey Investment Advisors
Washington
$387K -$1.68K -16 -0.4%
PFGIA
1766
Patriot Financial Group Insurance Agency
Massachusetts
$386K -$109K -1,040 -23%
PAMP
1767
Polar Asset Management Partners
Ontario, Canada
$384K +$73.5K +700 +25%
GWM
1768
GSB Wealth Management
Connecticut
$384K +$369K +3,512 New
MCM
1769
Monument Capital Management
Virginia
$384K +$369K +3,515 New
CBFP
1770
Cedar Brook Financial Partners
Ohio
$383K -$7.25K -69 -2%
PNC
1771
Park National Corp
Ohio
$383K – – –
HCMG
1772
Howard Capital Management Group
California
$382K +$367K +3,500 New
NCM
1773
Northside Capital Management
Oregon
$380K – – –
WPP
1774
Whalerock Point Partners
Rhode Island
$379K – – –
AWG
1775
Altus Wealth Group
Colorado
$379K -$2.94K -28 -0.8%
69 70
71
72 73