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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
651
Merit Financial Group
Georgia
$391K +$108K +2,610 +30%
VFA
652
Voya Financial Advisors
Connecticut
$389K +$5.6K +135 +1%
PGFC
653
Peapack-Gladstone Financial Corp
New Jersey
$389K +$23.6K +570 +5%
CCFM
654
Clear Creek Financial Management
Washington
$388K +$324K +7,815 New
SFG
655
SNS Financial Group
Minnesota
$384K -$16.8K -405 -4%
WJWM
656
Williams Jones Wealth Management
New York
$383K +$104K +2,520 +30%
PIM
657
Parker Investment Management
California
$381K +$3.73K +90 +0.8%
ECM
658
Evergreen Capital Management
Washington
$381K +$16.2K +390 +4%
GRP
659
Global Retirement Partners
California
$381K +$180K +4,350 +66%
CWM
660
Circle Wealth Management
New Jersey
$379K +$131K +3,165 +41%
AFS
661
Access Financial Services
Minnesota
$377K +$448K +10,800 New
LWA
662
Lineweaver Wealth Advisors
Ohio
$376K +$36.1K +870 +9%
CPC
663
Congress Park Capital
New York
$375K +$445K +10,725 New
AGM
664
Alpine Global Management
New York
$375K +$445K +10,740 New
GWS
665
Glassman Wealth Services
Virginia
$374K -$589K -14,220 -57%
CC
666
Callan Capital
California
$369K +$438K +10,575 New
FMLI
667
Fukoku Mutual Life Insurance
Japan
$367K – – –
AWM
668
Avitas Wealth Management
California
$366K -$557K -13,425 -56%
CA
669
Claro Advisors
Massachusetts
$366K +$55.3K +1,335 +15%
NFG
670
Nadler Financial Group
Illinois
$365K +$58.5K +1,410 +16%
MIM
671
Marco Investment Management
Georgia
$361K +$92K +2,220 +27%
EP
672
Edgestream Partners
New Jersey
$359K -$4.78M -115,275 -92%
CWM
673
Concentric Wealth Management
California
$355K +$6.22K +150 +1%
PIA
674
Perennial Investment Advisors
California
$354K -$87.1K -2,100 -17%
FTI
675
Fiduciary Trust International
Massachusetts
$352K +$82.1K +1,980 +24%
25 26
27
28 29