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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
401
Perigon Wealth Management
California
$106K +$2.95K +48 +3%
SFI
402
SPC Financial Inc
Maryland
$106K – – –
CWP
403
Cyndeo Wealth Partners
Florida
$105K +$111K +1,800 New
SP
404
Successful Portfolios
Florida
$104K -$8.3K -135 -7%
SP
405
Symmetry Partners
Connecticut
$103K – – –
DADC
406
D.A. Davidson & Co
Montana
$101K +$615 +10 +0.6%
EGM
407
Engineers Gate Manager
New York
$101K -$335K -5,444 -76%
BCMLT
408
Beacon Capital Management LLC (Tennessee)
Tennessee
$101K – – –
OIA
409
OneDigital Investment Advisors
Kansas
$101K +$32K +520 +43%
XF
410
XML Financial
Maryland
$100K +$369 +6 +0.4%
GW
411
GW & Wade
Massachusetts
$100K – – –
MWM
412
Mission Wealth Management
California
$96.8K -$6.09K -99 -6%
SCA
413
Snowden Capital Advisors
New York
$95.8K -$2.03K -33 -2%
AWS
414
Atria Wealth Solutions
New York
$95.7K – – –
GCA
415
Genesee Capital Advisors
New York
$94K +$184 +3 +0.2%
BFC
416
Bedel Financial Consulting
Indiana
$93.6K – – –
RIA
417
Regal Investment Advisors
Michigan
$93.4K +$430 +7 +0.4%
OPS
418
Orion Portfolio Solutions
Nebraska
$92.3K +$97.1K +1,580 New
FFA
419
Founders Financial Alliance
North Carolina
$90.9K – – –
MWM
420
MinichMacGregor Wealth Management
New York
$90.9K +$61 +1 +0.1%
ICG
421
InterOcean Capital Group
Tennessee
$89.6K -$15.4K -250 -14%
SQA
422
Simon Quick Advisors
New Jersey
$89.1K +$2.15K +35 +2%
SFG
423
Sovereign Financial Group
Connecticut
$89K -$3.2K -52 -3%
EIP
424
Ellis Investment Partners
Pennsylvania
$88.7K +$369 +6 +0.4%
LDFR
425
Lehman & Derafelo Financial Resources
Pennsylvania
$88.5K – – –
15 16
17
18 19