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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1126
Tradition Wealth Management
Minnesota
$607K -$803 -5 -0.1%
OAM
1127
Occidental Asset Management
California
$607K +$93.8K +584 +18%
BF
1128
Brucke Financial
Indiana
$607K -$46.6K -290 -7%
PTP
1129
Platform Technology Partners
New York
$606K -$8.19K -51 -1%
IIL
1130
Income Insurance Ltd
$605K +$602K +3,752 New
MWM
1131
Modern Wealth Management
Kansas
$603K +$23.4K +146 +4%
LW
1132
Livet Wealth
Utah
$601K +$600K +3,734 New
BFA
1133
Benedict Financial Advisors
Georgia
$600K – – –
BAM
1134
Blueshift Asset Management
New Jersey
$600K +$203K +1,265 +51%
MWM
1135
Moran Wealth Management
Florida
$598K +$112K +697 +23%
CRC
1136
Curi RMB Capital
Illinois
$596K +$238K +1,484 +67%
PIA
1137
Powell Investment Advisors
Florida
$595K – – –
NWAG
1138
Net Worth Advisory Group
Utah
$595K +$593K +3,693 New
ACIM
1139
Azimuth Capital Investment Management
Michigan
$593K +$23.3K +145 +4%
GS
1140
Gagnon Securities
New York
$593K -$267K -1,661 -31%
FLPIM
1141
F.L. Putnam Investment Management
Massachusetts
$592K +$1.93K +12 +0.3%
CAG
1142
Csenge Advisory Group
Florida
$591K +$9.15K +57 +2%
YWS
1143
Yarger Wealth Strategies
Ohio
$590K +$43.4K +270 +8%
GT
1144
Glenview Trust
Kentucky
$587K +$2.89K +18 +0.5%
UFA
1145
Unify Financial Advisors
Florida
$584K +$583K +3,631 New
CCA
1146
Checchi Capital Advisers
California
$581K -$19.6K -122 -3%
SIC
1147
SFE Investment Counsel
California
$581K -$237K -1,475 -29%
BCM
1148
Bourgeon Capital Management
Connecticut
$581K – – –
FWM
1149
FFT Wealth Management
Pennsylvania
$578K +$18.8K +117 +3%
ST
1150
Somerset Trust
Pennsylvania
$578K -$10.1K -63 -2%
44 45
46
47 48