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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1076
RWA Wealth Partners
Massachusetts
$470K +$12.1K +92 +2%
CP
1077
Castleview Partners
Texas
$469K -$23.5K -179 -4%
CP
1078
Cornerstone Planning
North Carolina
$469K – – –
FAN
1079
Financial Advisors Network
California
$467K – – –
BFA
1080
Bright Financial Advisors
Michigan
$467K – – –
GS
1081
Gagnon Securities
New York
$466K +$32.6K +248 +7%
FLPIM
1082
F.L. Putnam Investment Management
Massachusetts
$464K +$31.1K +237 +6%
EL
1083
EWA LLC
Pennsylvania
$462K -$11.2K -85 -2%
RRA
1084
Round Rock Advisors
Connecticut
$460K – – –
CC
1085
Courier Capital
New York
$458K +$507K +3,860 New
MWM
1086
Modern Wealth Management
Kansas
$457K +$14.8K +113 +3%
WI
1087
WrapManager Inc
California
$456K -$100K -764 -17%
FWP
1088
Firethorn Wealth Partners
Georgia
$452K +$501K +3,810 New
BCM
1089
Boreal Capital Management
Florida
$451K +$382K +2,906 +325%
GDP
1090
Great Diamond Partners
Maine
$451K -$19.1K -145 -4%
RA
1091
Riverstone Advisors
Texas
$450K – – –
VCM
1092
Versant Capital Management
Arizona
$449K -$19.3K -147 -4%
OAM
1093
Occidental Asset Management
California
$448K +$263 +2 +0.1%
AAIS
1094
ABN AMRO Investment Solutions
$447K +$496K +3,772 New
TWM
1095
Tradition Wealth Management
Minnesota
$447K -$657 -5 -0.1%
GM
1096
GeoWealth Management
Illinois
$447K -$294K -2,239 -37%
RCA
1097
Resonant Capital Advisors
Wisconsin
$445K +$34.6K +263 +8%
IIL
1098
Income Insurance Ltd
$444K – – –
BCM
1099
Bayesian Capital Management
New York
$444K +$491K +3,739 New
OCM
1100
One Capital Management
California
$443K +$42K +320 +9%
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