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Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1726
Joel Isaacson & Co
New York
$1.02M +$34.2K +150 +4%
FPGK
1727
Financial Partners Group (Kansas)
Kansas
$1.02M -$106K -464 -11%
NEWAS
1728
N.E.W. Advisory Services
Wisconsin
$1.02M -$541K -2,373 -38%
BMC
1729
Beaton Management Company
Massachusetts
$1.01M -$296K -1,300 -25%
LC
1730
LCNB Corp
Ohio
$1.01M – – –
WCWM
1731
Wooster Corthell Wealth Management
Connecticut
$1.01M -$36.9K -162 -4%
BCP
1732
Berkeley Capital Partners
Georgia
$1.01M -$214K -937 -20%
JE
1733
JMAC Enterprises
Pennsylvania
$1.01M – – –
LW
1734
Linscomb Wealth
Texas
$1.01M -$49K -215 -5%
JWM
1735
JGP Wealth Management
Oregon
$1.01M +$6.84K +30 +0.8%
LCS
1736
Levin Capital Strategies
New York
$1M – – –
CPA
1737
Capital Planning Advisors
California
$1M +$253K +1,110 +41%
PCWA
1738
Pacific Capital Wealth Advisors
California
$1M -$77.8K -341 -8%
WAG
1739
Wheelhouse Advisory Group
Missouri
$999K -$106K -465 -11%
EWM
1740
Elite Wealth Management
Washington
$997K +$40.6K +178 +5%
AF
1741
Affiance Financial
Minnesota
$995K -$23K -101 -3%
DCM
1742
DGS Capital Management
New Jersey
$995K +$128K +560 +17%
RCM
1743
RB Capital Management
Nevada
$995K +$10.5K +46 +1%
SCI
1744
S&CO Inc
Massachusetts
$992K +$865K +3,795 New
WWP
1745
WR Wealth Planners
Missouri
$991K +$25.8K +113 +3%
LSPW
1746
Lake Street Private Wealth
Illinois
$989K -$1.11M -4,872 -56%
VCM
1747
Virtue Capital Management
Tennessee
$988K -$162K -710 -16%
BSSFA
1748
Baron Silver Stevens Financial Advisors
Florida
$987K +$153K +671 +22%
NB
1749
Northwest Bancshares
Pennsylvania
$987K – – –
AWG
1750
Altus Wealth Group
Colorado
$985K -$124K -542 -13%
68 69
70
71 72