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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
551
Paloma Partners
Connecticut
$766K -$40.2K -985 -5%
RI
552
Ridgewood Investments
New Jersey
$765K +$311K +7,610 +75%
OWA
553
One Wealth Advisors
California
$762K -$51.9K -1,270 -7%
PFG
554
PAX Financial Group
Texas
$752K -$32.3K -790 -5%
TCA
555
Transcend Capital Advisors
New Jersey
$747K -$189K -4,615 -21%
WFC
556
Western Financial Corp
California
$744K +$1.02K +25 +0.1%
MYIA
557
Mount Yale Investment Advisors
Colorado
$741K -$2.86K -70 -0.4%
NRG
558
Nemes Rush Group
Michigan
$737K -$393K -9,630 -36%
NMIMC
559
Northwestern Mutual Investment Management Company
Wisconsin
$736K -$2.45K -60 -0.3%
BTW
560
Boston Trust Walden
Massachusetts
$727K -$4.08K -100 -0.6%
CIP
561
Capital Insight Partners
Arizona
$721K -$130K -3,190 -16%
AIM
562
Acropolis Investment Management
Missouri
$718K +$28.2K +690 +4%
BWG
563
Boomfish Wealth Group
Georgia
$717K +$681K +16,660 New
IWM
564
IHT Wealth Management
Illinois
$714K +$137K +3,345 +25%
FFO
565
Fiduciary Family Office
Florida
$710K +$675K +16,515 New
AF
566
Allworth Financial
California
$710K -$18K -440 -3%
MC
567
Maverick Capital
Texas
$700K +$665K +16,285 New
USCWA
568
U.S. Capital Wealth Advisors
Texas
$700K -$204K -5,005 -24%
FIM
569
Freedom Investment Management
Connecticut
$699K -$25.5K -625 -4%
SWP
570
Significant Wealth Partners
Illinois
$695K +$661K +16,170 New
WOC
571
West Oak Capital
California
$693K -$20.4K -500 -3%
MG
572
Mather Group
Illinois
$692K +$58.8K +1,440 +10%
SSWM
573
Smith Salley Wealth Management
North Carolina
$691K -$26.6K -650 -4%
OR
574
Olympiad Research
Connecticut
$687K +$652K +15,965 New
TW
575
TritonPoint Wealth
Maryland
$681K +$647K +15,840 New
21 22
23
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