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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
951
Financial Management Professionals
Texas
$212K +$185K +1,316 +498%
RWB
952
RMR Wealth Builders
New Jersey
$211K +$2.11K +15 +1%
LNC
953
Lincoln National Corp
Pennsylvania
$211K +$222K +1,578 New
HI
954
Harrington Investments
California
$210K – – –
WANY
955
Wealthspire Advisors (New York)
New York
$209K +$219K +1,557 New
OCM
956
One Capital Management
California
$209K +$219K +1,561 New
TDC
957
Thompson Davis & Co
Virginia
$208K +$218K +1,550 New
BPWM
958
Badgley Phelps Wealth Managers
Washington
$207K -$46.8K -333 -18%
WTC
959
WhitTier Trust Company
Nevada
$207K +$5.2K +37 +2%
EH
960
Equitable Holdings
New York
$207K +$216K +1,541 New
AWA
961
Arkadios Wealth Advisors
Georgia
$206K -$11K -78 -5%
VWM
962
Vigilare Wealth Management
Arizona
$206K – – –
VFA
963
Valeo Financial Advisors
Indiana
$205K +$215K +1,528 New
PTC
964
Private Trust Company
Ohio
$204K -$7.44K -53 -3%
BFC
965
Bedel Financial Consulting
Indiana
$204K +$192K +1,364 New
MA
966
MJP Associates
Connecticut
$203K -$1.26K -9 -0.6%
CIA
967
Caerus Investment Advisors
Texas
$202K – – –
GG
968
Golden Green
South Carolina
$202K +$211K +1,505 New
HHGA
969
Halbert Hargrove Global Advisors
California
$202K +$211K +1,506 New
XWM
970
Xcel Wealth Management
Florida
$201K – – –
SAM
971
S.A. Mason
Michigan
$198K -$104K -738 -33%
HWMA
972
Heritage Wealth Management (Arizona)
Arizona
$186K +$983 +7 +0.5%
BTI
973
Blue Trust Inc
Georgia
$174K -$2.25K -16 -1%
ST
974
Smithfield Trust
Pennsylvania
$172K +$3.93K +28 +2%
ODG
975
O'Dell Group
Ohio
$162K – – –
37 38
39
40 41