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Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
976
Highline Wealth Partners
California
$54.9K – – –
WWM
977
Wolff Wiese Magana
California
$54.9K – – –
PMFA
978
Plante Moran Financial Advisors
Michigan
$54.9K +$2.26K +40 +5%
TCA
979
Trifecta Capital Advisors
Illinois
$51.7K – – –
GI
980
Gradient Investments
Minnesota
$50.3K +$1.02K +18 +2%
IAIM
981
Industrial Alliance Investment Management
Quebec, Canada
$49K -$5.09K -90 -11%
SIC
982
SJS Investment Consulting
Ohio
$49K +$30.4K +538 +245%
BCM
983
Bourgeon Capital Management
Connecticut
$48.5K – – –
DF
984
DecisionPoint Financial
Arizona
$48.5K – – –
OLVIG
985
Oliver Lagore Vanvalin Investment Group
Michigan
$48.5K – – –
BEI
986
Benjamin Edwards Inc
Missouri
$48K -$678 -12 -2%
NC
987
NewSquare Capital
Pennsylvania
$47.8K -$11.4K -201 -21%
BWA
988
BDO Wealth Advisors
Florida
$47.8K +$13.6K +240 +48%
WTA
989
Washington Trust Advisors
Massachusetts
$47.5K -$1.19K -21 -3%
QPBE
990
Quintet Private Bank (Europe)
Luxembourg
$44.4K +$452 +8 +1%
SFG
991
Steward Financial Group
Texas
$44K +$38.9K +688 New
AIM
992
Anchor Investment Management
South Carolina
$42.5K -$226K -3,999 -86%
CAS
993
Coppell Advisory Solutions
Texas
$42.1K +$37.3K +659 New
PCC
994
Park Circle Company
Maryland
$42K – – –
GA
995
GoalVest Advisory
New York
$41.8K – – –
JFGIW
996
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41.3K – – –
SN
997
Sittner & Nelson
Oregon
$41K +$1.92K +34 +6%
PPC
998
Park Place Capital
Alabama
$38.9K +$2.66K +47 +8%
CWP
999
Concord Wealth Partners
Virginia
$38.8K – – –
CHA
1000
Carmichael Hill & Associates
Maryland
$34.6K +$57 +1 +0.2%
38 39
40
41 42