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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1001
WealthBridge Capital Management
Ohio
$2.86M -$81.9K -319 -3%
CPC
1002
Consolidated Planning Corp
Georgia
$2.86M +$88.6K +345 +3%
PWMG
1003
Provence Wealth Management Group
California
$2.85M +$159K +620 +6%
COI
1004
Connable Office Inc
Michigan
$2.84M +$1.8M +6,991 +160%
FHB
1005
First Hawaiian Bank
Hawaii
$2.84M +$190K +741 +7%
VAS
1006
Vestmark Advisory Solutions
Massachusetts
$2.82M -$2.6M -10,141 -47%
RA
1007
RFG Advisory
Alabama
$2.82M +$1.27M +4,935 +78%
BWP
1008
Baldwin Wealth Partners
Massachusetts
$2.8M +$18K +70 +0.6%
EFG
1009
Everhart Financial Group
Ohio
$2.8M -$20.8K -81 -0.7%
NW
1010
Naviter Wealth
Arkansas
$2.79M -$99.2K -386 -3%
BW
1011
Bison Wealth
Georgia
$2.79M +$637K +2,480 +29%
IAS
1012
IMA Advisory Services
Colorado
$2.78M -$150K -582 -5%
NRG
1013
Nemes Rush Group
Michigan
$2.76M +$237K +922 +9%
SWA
1014
Stratos Wealth Advisors
Ohio
$2.75M +$115K +448 +4%
SL
1015
Stevard LLC
Illinois
$2.75M +$9.76K +38 +0.3%
CIS
1016
Continental Investors Services
Washington
$2.74M -$2.97M -11,580 -51%
WMP
1017
Wealth Management Partners
Arizona
$2.73M -$18.2K -71 -0.6%
GW
1018
GW & Wade
Massachusetts
$2.73M +$74K +288 +3%
RCA
1019
Ranch Capital Advisors
Florida
$2.72M +$113K +441 +4%
MMG
1020
Monetary Management Group
Missouri
$2.71M – – –
VWA
1021
Visionary Wealth Advisors
Illinois
$2.7M +$422K +1,642 +18%
CWA
1022
Clarity Wealth Advisors
California
$2.69M +$97.6K +380 +4%
CWS
1023
Cypress Wealth Services
California
$2.69M +$2.06K +8 +0.1%
SFCL
1024
Strengthening Families & Communities LLC
Massachusetts
$2.69M +$589K +2,293 +27%
APWM
1025
Argonautica Private Wealth Management
Massachusetts
$2.68M +$17.5K +68 +0.6%
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