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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1326
FAS Wealth Partners
Kansas
$670K -$46.9K -1,889 -6%
CCWM
1327
Cassaday & Co Wealth Management
Virginia
$670K -$6.28K -253 -0.8%
SWM
1328
SHP Wealth Management
Massachusetts
$669K +$121K +4,888 +18%
LCWP
1329
Legacy Capital Wealth Partners
Arkansas
$667K -$2.61K -105 -0.3%
AWM
1330
Ariadne Wealth Management
California
$666K +$2.61K +105 +0.3%
LJAC
1331
L.J. Altfest & Co
New York
$666K -$2.03M -81,609 -72%
1SB
1332
1ST Source Bank
Indiana
$665K -$98.7K -3,977 -11%
WAAG
1333
Wealth Alliance Advisory Group
Kansas
$664K -$53.2K -2,145 -6%
MWA
1334
Medallion Wealth Advisors
Connecticut
$663K -$154K -6,190 -16%
SB
1335
Strategic Blueprint
Georgia
$663K +$18.9K +761 +2%
SWP
1336
Significant Wealth Partners
Illinois
$663K +$114K +4,606 +17%
NC
1337
NewSquare Capital
Pennsylvania
$662K -$1.61K -65 -0.2%
FBT
1338
First Bankers Trust
Kentucky
$662K +$1.71K +69 +0.2%
WAM
1339
Westport Asset Management
Connecticut
$661K – – –
NFA
1340
Northern Financial Advisors
Michigan
$659K -$41.8K -1,684 -5%
PWAM
1341
Pinnacle West Asset Management
Wyoming
$659K -$4.52K -182 -0.6%
PMG
1342
ProVise Management Group
Florida
$658K +$1.27K +51 +0.2%
WI
1343
WBI Investments
New Jersey
$656K -$709K -28,560 -47%
EI
1344
Ellevest Inc
New York
$653K +$33.2K +1,338 +4%
PCA
1345
Prosperity Capital Advisors
Ohio
$651K -$127K -5,116 -14%
SWA
1346
SFMG Wealth Advisors
Texas
$649K +$102K +4,098 +15%
BLAM
1347
Bourne Lent Asset Management
New York
$648K -$127K -5,100 -14%
FCA
1348
FLC Capital Advisors
California
$648K +$90.9K +3,664 +13%
MWM
1349
Mattern Wealth Management
Kansas
$647K +$28.8K +1,160 +4%
TWM
1350
Thrive Wealth Management
Pennsylvania
$646K +$9.73K +392 +1%
52 53
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