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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1426
Windsor Wealth Management
Indiana
$565K -$10.5K -550 -2%
CWM
1427
Chesapeake Wealth Management
Virginia
$564K -$27.3K -1,429 -5%
BAG
1428
Briggs Advisory Group
Rhode Island
$563K – – –
SPWG
1429
Syntegra Private Wealth Group
Missouri
$563K +$2.31K +121 +0.4%
VA
1430
Valmark Advisers
Ohio
$562K -$54.3K -2,841 -9%
RPC
1431
Rossmore Private Capital
Connecticut
$561K – – –
NL
1432
NVWM LLC
Pennsylvania
$560K +$4.07K +213 +0.7%
AWMG
1433
Alliance Wealth Management Group
New Jersey
$558K -$22.8K -1,192 -4%
MWM
1434
Modera Wealth Management
New Jersey
$558K +$10.7K +562 +2%
CAL
1435
Capital Analysts LLC
Pennsylvania
$555K +$49.5K +2,590 +10%
IWN
1436
Independent Wealth Network
Iowa
$554K -$6.69K -350 -1%
DE
1437
Day & Ennis
Georgia
$553K -$1.19K -62 -0.2%
NFG
1438
Nadler Financial Group
Illinois
$553K +$115 +6 +0%
PCA
1439
Peddock Capital Advisors
Massachusetts
$553K – – –
FB
1440
First Bancorp
Maine
$552K +$13.5K +707 +3%
WDA
1441
Wendell David Associates
New Hampshire
$551K +$45.7K +2,391 +9%
RCM
1442
RB Capital Management
Nevada
$550K -$16.8K -880 -3%
CPA
1443
Cardiff Park Advisors
California
$550K +$21.1K +1,106 +4%
AWA
1444
Acorn Wealth Advisors
Michigan
$549K +$3.77K +197 +0.7%
AIA
1445
Armor Investment Advisors
North Carolina
$549K -$106K -5,532 -16%
PFGIA
1446
Patriot Financial Group Insurance Agency
Massachusetts
$548K +$29.6K +1,550 +6%
LNB
1447
Ledyard National Bank
$546K -$65.9K -3,449 -11%
HPM
1448
Hoxton Planning & Management
West Virginia
$543K +$136K +7,111 +34%
TC
1449
Trust Company
Kansas
$543K -$233K -12,203 -30%
CWC
1450
Carolinas Wealth Consulting
North Carolina
$542K -$2.01K -105 -0.3%
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