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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1776
SWS Partners
Ohio
$378K – – –
LOPW
1777
Live Oak Private Wealth
North Carolina
$377K -$45.2K -192 -12%
BFS
1778
Bradley Foster & Sargent
Connecticut
$375K -$210K -894 -38%
NEWAS
1779
N.E.W. Advisory Services
Wisconsin
$374K -$130K -552 -28%
IA
1780
IFS Advisors
Kansas
$373K – – –
OFW
1781
Omnia Family Wealth
Florida
$371K -$44.5K -189 -12%
SIM
1782
Stratos Investment Management
Ohio
$371K +$338K +1,434 New
SAM
1783
Simplify Asset Management
Nevada
$370K -$706 -3 -0.2%
PPW
1784
Parcion Private Wealth
Washington
$370K +$50.1K +213 +19%
FMII
1785
Farmers & Merchants Investments Inc
Nebraska
$369K +$14.8K +63 +5%
CBA
1786
Coastal Bridge Advisors
Connecticut
$368K -$3.53K -15 -1%
HA
1787
HYA Advisors
Missouri
$366K +$49.4K +210 +18%
DWM
1788
Destination Wealth Management
California
$366K +$333K +1,416 New
W
1789
WealthOne
New York
$364K -$31.1K -132 -9%
BBL
1790
Beck Bode LLC
Massachusetts
$364K – – –
GCIA
1791
Gabelli & Co Investment Advisers
New York
$364K – – –
RWRC
1792
R.W. Roge & Company
New York
$363K +$297K +1,260 New
TWP
1793
Total Wealth Planning
Ohio
$361K -$14.1K -60 -4%
MF
1794
Manchester Financial
California
$361K – – –
EP
1795
EPIQ Partners
Minnesota
$361K +$3.53K +15 +1%
TCM
1796
TD Capital Management
Tennessee
$361K +$3.53K +15 +1%
NCM
1797
New Capital Management
Texas
$360K +$325K +1,380 New
AWM
1798
Activest Wealth Management
Florida
$359K +$31.1K +132 +11%
Q
1799
QVR
California
$359K +$327K +1,389 New
PHS
1800
Pekin Hardy Strauss
Illinois
$358K – – –
70 71
72
73 74