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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
901
Buckley Wealth Management
Nevada
$820K -$10.2K -48 -1%
PP
902
Patten & Patten
Tennessee
$820K -$331K -1,560 -28%
NFA
903
Northern Financial Advisors
Michigan
$819K -$468K -2,206 -35%
PE
904
PCM Encore
Colorado
$812K +$848K +4,001 New
AFT
905
Alpha Family Trust
California
$807K -$132K -625 -14%
SMA
906
Sage Mountain Advisors
Georgia
$795K -$84K -396 -9%
PIA
907
Pinion Investment Advisors
Kansas
$790K -$31.6K -149 -4%
MWM
908
Modern Wealth Management
Kansas
$785K -$26.7K -126 -3%
WCA
909
Westover Capital Advisors
Delaware
$784K -$2.15M -10,148 -72%
AWM
910
Angeles Wealth Management
California
$784K +$60.2K +284 +8%
PWMG
911
Pinnacle Wealth Management Group
Michigan
$784K -$424 -2 -0.1%
OL
912
Optas LLC
Texas
$778K +$64.9K +306 +9%
BTWM
913
Baker Tilly Wealth Management
Wisconsin
$774K -$7.84K -37 -1%
HA
914
Herold Advisors
New York
$773K +$39.4K +186 +5%
AI
915
Atom Investors
Texas
$771K -$27.6K -130 -3%
IAN
916
Integrated Advisors Network
Texas
$770K -$288K -1,358 -26%
BOS
917
Bank of Stockton
California
$770K -$16.3K -77 -2%
TCM
918
Tuttle Capital Management
Connecticut
$766K +$205K +967 +34%
LPT
919
Legacy Private Trust
Wisconsin
$766K -$21K -99 -3%
BFPW
920
BOK Financial Private Wealth
Colorado
$766K -$19.9K -94 -2%
LCGC
921
Legacy Capital Group California
California
$759K +$20.1K +95 +3%
EC
922
EntryPoint Capital
New York
$756K +$790K +3,725 New
TWPM
923
Total Wealth Planning & Management
Florida
$754K +$788K +3,715 New
AWCI
924
Alpine Woods Capital Investors
New York
$752K -$264K -1,247 -25%
MBT
925
Montecito Bank & Trust
California
$747K +$2.12K +10 +0.3%
35 36
37
38 39