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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
601
Cypress Capital
Tennessee
$772K +$790K +10,000 New
GRP
602
Global Retirement Partners
California
$772K +$60.3K +763 +8%
NW
603
NewEdge Wealth
Pennsylvania
$770K +$60K +760 +8%
ARG
604
Advisory Resource Group
Oklahoma
$765K -$37.6K -476 -5%
MW
605
Marcum Wealth
Ohio
$765K +$24.2K +306 +3%
PWM
606
Perigon Wealth Management
California
$756K -$632 -8 -0.1%
ZIG
607
Zullo Investment Group
Pennsylvania
$754K -$79K -1,000 -9%
KNW
608
Kesler Norman & Wride
Utah
$749K +$11.2K +142 +1%
LSPW
609
Lake Street Private Wealth
Illinois
$747K +$135K +1,705 +21%
CA
610
Crewe Advisors
Utah
$729K +$746K +9,449 New
ECM
611
Evergreen Capital Management
Washington
$718K +$41.6K +527 +6%
BIM
612
Baldwin Investment Management
Pennsylvania
$712K – – –
SVWAG
613
Sound View Wealth Advisors Group
Georgia
$710K +$14.9K +189 +2%
PI
614
PineBridge Investments
New York
$710K -$184K -2,332 -26%
MWM
615
Mission Wealth Management
California
$706K +$4.34K +55 +0.6%
CIM
616
Confluence Investment Management
Missouri
$699K +$19.1K +242 +3%
AC
617
Avestar Capital
New York
$695K +$46.2K +585 +7%
LFA
618
Legacy Financial Advisors
Kentucky
$692K +$19.5K +247 +3%
AIM
619
Arcadia Investment Management
Michigan
$688K – – –
IWA
620
Icon Wealth Advisors
Texas
$686K +$48.3K +611 +7%
PTC
621
Private Trust Company
Ohio
$680K -$52.7K -667 -7%
NPT
622
National Philanthropic Trust
Pennsylvania
$672K -$19.7K -249 -3%
MWA
623
Moser Wealth Advisors
Washington
$666K +$104K +1,315 +18%
FWP
624
FAS Wealth Partners
Kansas
$664K -$146K -1,850 -18%
PP
625
PDS Planning
Ohio
$662K +$17.8K +225 +3%
23 24
25
26 27