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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1326
Prestige Wealth Management Group
New Jersey
$1M -$170K -6,161 -15%
TWPM
1327
Total Wealth Planning & Management
Florida
$1,000K -$51.8K -1,881 -5%
SAM
1328
Seelaus Asset Management
New Jersey
$999K -$11.3K -410 -1%
CLOS
1329
Compagnie Lombard Odier SCmA
Switzerland
$997K – – –
HVIA
1330
Hudson Valley Investment Advisors
New York
$996K -$29.2K -1,060 -3%
RWM
1331
RKL Wealth Management
Pennsylvania
$994K -$496 -18 -0.1%
DTC
1332
Davidson Trust Company
Washington
$993K -$42.2K -1,531 -4%
RWPA
1333
Richard W. Paul & Associates
Michigan
$991K -$212K -7,706 -18%
FNA
1334
First National Advisers
Nebraska
$990K +$6.5K +236 +0.7%
TCA
1335
Transcend Capital Advisors
New Jersey
$989K -$9.76K -354 -1%
CWA
1336
Centennial Wealth Advisory
Michigan
$988K -$197K -7,134 -17%
LWM
1337
LongView Wealth Management
Georgia
$987K -$216K -7,829 -19%
MWA
1338
Meridian Wealth Advisors
Texas
$986K – – –
AC
1339
Apella Capital
Connecticut
$985K -$6.31K -229 -0.7%
OL
1340
Owen LaRue
Kentucky
$983K +$296K +10,733 +46%
GLR
1341
Great Lakes Retirement
Ohio
$983K +$936K +33,961 New
BAM
1342
BOS Asset Management
Illinois
$982K +$9.56K +347 +1%
CCWM
1343
Cassaday & Co Wealth Management
Virginia
$979K -$10.7K -387 -1%
DCM
1344
Donaldson Capital Management
Indiana
$979K +$53.7K +1,950 +6%
CFP
1345
Catalyst Financial Partners
Massachusetts
$978K +$53K +1,922 +6%
CFS
1346
Commonwealth Financial Services
West Virginia
$978K -$31.2K -1,133 -3%
OHWA
1347
Oak Hill Wealth Advisors
Virginia
$976K +$310K +11,265 +48%
LJAC
1348
L.J. Altfest & Co
New York
$976K -$930K -33,731 -50%
FWP
1349
FAS Wealth Partners
Kansas
$976K +$21.5K +781 +2%
FCCM
1350
First City Capital Management
Georgia
$975K +$58.6K +2,127 +7%
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