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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1651
PCG Wealth Advisors
Kansas
$942K +$64.2K +250 +7%
WP
1652
Westmount Partners
California
$941K -$31.3K -122 -3%
GFG
1653
Goldstone Financial Group
Illinois
$938K +$19K +74 +2%
AWM
1654
Aspire Wealth Management
Massachusetts
$936K +$2.57K +10 +0.3%
BG
1655
Bahl & Gaynor
Ohio
$934K +$7.71K +30 +0.8%
VCM
1656
Virtue Capital Management
Tennessee
$932K – – –
KA
1657
Klingman & Associates
New York
$931K +$306K +1,192 +47%
EE
1658
EWG Elevate
California
$929K -$746K -2,906 -44%
TIM
1659
Thompson Investment Management
Wisconsin
$928K – – –
RWA
1660
Ropes Wealth Advisors
Massachusetts
$927K -$59.6K -232 -6%
WSCM
1661
Wellington Shields Capital Management
New York
$925K – – –
B
1662
BetterWealth
California
$924K – – –
OAC
1663
OMERS Administration Corp
Ontario, Canada
$923K – – –
FMII
1664
Farmers & Merchants Investments Inc
Nebraska
$917K +$231K +901 +33%
FAN
1665
Financial Advisors Network
California
$913K +$937K +3,647 New
OGF
1666
Orin Green Financial
California
$909K – – –
RWPA
1667
Richard W. Paul & Associates
Michigan
$909K -$7.71K -30 -0.8%
PFWA
1668
Paces Ferry Wealth Advisors
Georgia
$908K -$40.1K -156 -4%
FWM
1669
Finer Wealth Management
Massachusetts
$907K +$27.5K +107 +3%
PFG
1670
Prosperity Financial Group
California
$906K +$6.42K +25 +0.7%
GFS
1671
GYL Financial Synergies
Connecticut
$906K -$71.2K -277 -7%
EL
1672
EMFO LLC
Florida
$906K -$14.1K -55 -1%
ES
1673
Eagle Strategies
New York
$902K -$264K -1,027 -22%
CAMV
1674
Concord Asset Management (Virginia)
Virginia
$902K +$180K +701 +24%
FPGK
1675
Financial Partners Group (Kansas)
Kansas
$900K +$342K +1,331 +45%
65 66
67
68 69