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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
651
WealthTrust Axiom
Pennsylvania
$334K – – –
BIAS
652
Beacon Investment Advisory Services
New Jersey
$334K +$322K +2,300 New
BFWM
653
Bright Futures Wealth Management
New York
$334K +$314K +2,244 New
MP
654
McDonald Partners
Ohio
$331K – – –
CWA
655
Clearview Wealth Advisors
Oregon
$331K -$15.7K -112 -5%
AUB
656
Atlantic Union Bankshares
Virginia
$331K – – –
AMIM
657
Aull & Monroe Investment Management
Alabama
$329K – – –
AWM
658
Axxcess Wealth Management
California
$328K +$2.66K +19 +0.8%
NP
659
Nilsine Partners
Colorado
$328K – – –
TFS
660
Thoroughbred Financial Services
Tennessee
$327K – – –
VF
661
Vest Financial
Virginia
$326K +$316K +2,252 New
MA
662
Mutual Advisors
Nebraska
$325K +$314K +2,239 New
CA
663
Commerzbank Aktiengesellschaft
Germany
$323K +$52.3K +373 +20%
SSWM
664
Smith Salley Wealth Management
North Carolina
$322K -$8.76M -62,542 -97%
S
665
SimplyRich
California
$320K – – –
GLR
666
Great Lakes Retirement
Ohio
$320K -$11.2K -80 -4%
NRG
667
Nemes Rush Group
Michigan
$320K -$9.11K -65 -3%
BCM
668
Brookstone Capital Management
Illinois
$319K +$18.5K +132 +6%
TPCW
669
TD Private Client Wealth
New York
$319K +$4.06K +29 +1%
PFS
670
Prospera Financial Services
Texas
$318K +$41.2K +294 +16%
VAS
671
Vestmark Advisory Solutions
Massachusetts
$317K +$1.26K +9 +0.4%
FB
672
Fulton Bank
Pennsylvania
$316K +$1.54K +11 +0.5%
PCS
673
Personal CFO Solutions
New Jersey
$314K +$33.3K +238 +12%
LWCFA
674
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$312K – – –
FFS
675
Founders Financial Securities
Maryland
$310K +$57.9K +413 +24%
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27
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