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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1051
NewEdge Wealth
Pennsylvania
$885K +$62K +3,924 +8%
CWS
1052
Confluence Wealth Services
Pennsylvania
$885K -$103K -6,503 -11%
CL
1053
CSS LLC
Illinois
$883K +$54.1K +3,429 +7%
H
1054
HoyleCohen
California
$882K +$11.7K +741 +1%
DA
1055
Detalus Advisors
Missouri
$880K -$27.7K -1,752 -3%
CCP
1056
Clough Capital Partners
Massachusetts
$879K -$188K -11,900 -19%
TFG
1057
Taylor Financial Group
Virginia
$878K +$826K +52,311 New
FGA
1058
Fortis Group Advisors
New Jersey
$878K +$128K +8,104 +20%
GSEP
1059
Golden State Equity Partners
California
$875K -$48.9K -3,095 -6%
CA
1060
Clearstead Advisors
Ohio
$873K -$59.2K -3,748 -7%
SIG
1061
Stonegate Investment Group
Alabama
$873K +$48.3K +3,059 +6%
SPA
1062
Sherbrooke Park Advisers
New York
$872K -$181K -11,490 -18%
TWA
1063
TCI Wealth Advisors
Arizona
$867K +$11.2K +707 +1%
MHIC
1064
Marble Harbor Investment Counsel
Massachusetts
$866K -$82.8K -5,247 -9%
BTWM
1065
Baker Tilly Wealth Management
Wisconsin
$866K -$41.1K -2,605 -5%
LWM
1066
LongView Wealth Management
Georgia
$864K +$805K +50,986 New
SSB
1067
Sandy Spring Bank
Maryland
$863K -$162K -10,251 -17%
IAMOG
1068
Investors Asset Management of Georgia
Georgia
$862K +$13.8K +876 +2%
DEM
1069
Disciplined Equity Management
Florida
$862K +$41.9K +2,653 +5%
GBT
1070
Grove Bank & Trust
Florida
$861K -$195K -12,379 -19%
SP
1071
Symmetry Partners
Connecticut
$860K +$332K +21,023 +69%
HT
1072
Headlands Technologies
Illinois
$860K +$790K +50,010 +4,123%
PWMG
1073
Prestige Wealth Management Group
New Jersey
$857K +$111K +7,024 +16%
MW
1074
Marcum Wealth
Ohio
$856K +$22.5K +1,426 +3%
TSWM
1075
Tyler-Stone Wealth Management
Ohio
$855K -$71.3K -4,513 -8%
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