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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
MOR Wealth Management
Pennsylvania
$654K – – –
EFS
927
Essex Financial Services
Connecticut
$648K +$648K +5,676 New
NP
928
NorthRock Partners
Minnesota
$648K +$12.8K +112 +2%
AC
929
AlphaCore Capital
California
$645K -$127K -1,114 -16%
IHL
930
Investment House LLC
California
$644K – – –
OS
931
Objectivity Squared
South Carolina
$642K +$81.3K +712 +14%
FT
932
Fiduciary Trust
Massachusetts
$635K -$73.3K -642 -10%
NWMG
933
National Wealth Management Group
Ohio
$634K +$414K +3,631 +189%
DWT
934
Dorsey & Whitney Trust
South Dakota
$630K -$8.56K -75 -1%
BCG
935
Breakwater Capital Group
New Jersey
$629K -$17.5K -153 -3%
JIC
936
Johnson Investment Counsel
Ohio
$628K +$12.1K +106 +2%
CC
937
Clearwave Capital
California
$622K +$165K +1,450 +36%
JWM
938
JGP Wealth Management
Oregon
$619K -$44.2K -387 -7%
EWS
939
Evergreen Wealth Solutions
Pennsylvania
$619K +$42.2K +370 +10%
SA
940
Sovran Advisors
California
$618K +$10.8K +95 +2%
HCM
941
Howland Capital Management
Massachusetts
$617K -$3.65K -32 -0.6%
LA
942
LexAurum Advisors
Kansas
$615K -$11K -96 -2%
ACIM
943
Azimuth Capital Investment Management
Michigan
$615K +$112K +980 +22%
WAG
944
Winthrop Advisory Group
Massachusetts
$613K +$12.4K +109 +2%
ABLA
945
Alan B. Lancz & Associates
Ohio
$611K – – –
GPA
946
Garrison Point Advisors
California
$610K – – –
FWP
947
Forefront Wealth Partners
Texas
$610K +$40.3K +353 +7%
ATPW
948
Ashton Thomas Private Wealth
Arizona
$608K -$104K -908 -15%
LCM
949
Lazari Capital Management
California
$604K -$6.28K -55 -1%
BRWA
950
B. Riley Wealth Advisors
Florida
$602K -$93.2K -817 -13%
36 37
38
39 40