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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1001
Prestige Wealth Management Group
New Jersey
$685K -$118K -517 -14%
OWA
1002
One Wealth Advisors
California
$685K -$72.5K -319 -9%
OCM
1003
Orion Capital Management
California
$684K -$4.55K -20 -0.6%
CFP
1004
Catalyst Financial Partners
Massachusetts
$684K +$16.6K +73 +2%
WHCI
1005
W.H. Cornerstone Investments
Massachusetts
$683K +$703K +3,093 New
HIM
1006
Hillsdale Investment Management
Ontario, Canada
$680K -$114K -500 -14%
VAG
1007
VisionPoint Advisory Group
Texas
$668K -$912K -4,011 -57%
ZIC
1008
ZWJ Investment Counsel
Georgia
$668K +$7.28K +32 +1%
FWP
1009
Forefront Wealth Partners
Texas
$666K +$686K +3,018 New
IFO
1010
Independent Family Office
New York
$662K – – –
WAP
1011
Wealthcare Advisory Partners
Pennsylvania
$655K +$23.9K +105 +4%
APW
1012
Aventura Private Wealth
Florida
$651K +$671K +2,950 New
FPAS
1013
Focus Partners Advisor Solutions
Missouri
$641K +$172K +756 +35%
NB
1014
NBT Bank
New York
$640K – – –
GL
1015
Graypoint LLC
New York
$637K +$19.3K +85 +3%
QC
1016
Quent Capital
New York
$636K +$3.41K +15 +0.5%
PCP
1017
Proficio Capital Partners
Massachusetts
$635K +$195K +858 +42%
TSMHT
1018
Thurston Springer Miller Herd & Titak
Indiana
$634K +$135K +592 +26%
CPIG
1019
Chicago Partners Investment Group
Illinois
$625K -$133K -585 -17%
MWM
1020
Modern Wealth Management
Kansas
$623K +$3.18K +14 +0.5%
MTIM
1021
Marathon Trading Investment Management
Pennsylvania
$619K +$227K +1,000 +55%
CC
1022
Callan Capital
California
$617K -$6.59K -29 -1%
BF
1023
Brucke Financial
Indiana
$615K +$600K +2,640 New
MW
1024
Marcum Wealth
Ohio
$613K +$17.5K +77 +3%
DWM
1025
Dogwood Wealth Management
Kansas
$609K +$48.9K +215 +8%
39 40
41
42 43