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Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
1551
Juncture Wealth Strategies
Arizona
$816K +$95.6K +548 +16%
AMC
1552
Asset Management Corp
Illinois
$814K -$1.73M -9,930 -72%
BBWP
1553
Beacon Bridge Wealth Partners
Pennsylvania
$811K +$63.8K +366 +10%
AIA
1554
Arbor Investment Advisors
North Carolina
$810K – – –
LCWP
1555
Legacy Capital Wealth Partners
Arkansas
$810K +$663K +3,803 New
WDG
1556
Wealth Dimensions Group
Ohio
$810K +$4.19K +24 +0.6%
RCM
1557
RB Capital Management
Nevada
$809K -$40.6K -233 -6%
LCS
1558
Levin Capital Strategies
New York
$809K – – –
LIM
1559
Leavell Investment Management
Alabama
$809K +$265K +1,517 +64%
WC
1560
Woodstock Corp
Massachusetts
$807K – – –
JIC
1561
Joel Isaacson & Co
New York
$807K +$43.1K +247 +7%
AG
1562
Ascent Group
Virginia
$804K +$155K +886 +30%
TW
1563
Transform Wealth
Colorado
$801K +$148K +851 +28%
SIM
1564
Seaview Investment Managers
Florida
$801K +$47.6K +273 +8%
GIM
1565
Grassi Investment Management
California
$800K +$13.1K +75 +2%
RCM
1566
RNC Capital Management
California
$797K – – –
BLC
1567
Brown, Lisle/Cummings
Rhode Island
$797K – – –
SFS
1568
Searcy Financial Services
Kansas
$797K +$872 +5 +0.1%
FSA
1569
Fort Sheridan Advisors
Illinois
$794K -$181K -1,035 -21%
AWAG
1570
ARS Wealth Advisors Group
Florida
$794K +$304K +1,743 +84%
DLG
1571
Daniel L. Goodwin
$794K – – –
PFG
1572
Prosperity Financial Group
California
$793K -$49.2K -282 -7%
BTW
1573
Boston Trust Walden
Massachusetts
$793K +$26.9K +154 +4%
BFC
1574
Bedel Financial Consulting
Indiana
$793K +$88.6K +508 +15%
RIP
1575
RAM Investment Partners
Washington
$791K +$115K +660 +21%
61 62
63
64 65