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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
976
Golden State Equity Partners
California
$400K +$397K +8,690 New
OBWG
977
Onyx Bridge Wealth Group
New York
$400K +$11.2K +245 +3%
PWPS
978
Pinnacle Wealth Planning Services
Ohio
$398K +$72.2K +1,580 +22%
SQA
979
Simon Quick Advisors
New Jersey
$398K +$61.4K +1,344 +18%
SFP
980
Sweet Financial Partners
Minnesota
$395K +$3.2K +70 +0.8%
FB
981
Fulton Bank
Pennsylvania
$395K +$72K +1,576 +22%
WDL
982
Well Done LLC
Michigan
$395K – – –
EFS
983
Essex Financial Services
Connecticut
$393K +$25.4K +555 +7%
RA
984
RFG Advisory
Alabama
$393K +$390K +8,536 New
HSA
985
HBK Sorce Advisory
Pennsylvania
$387K +$385K +8,418 New
CW
986
CreativeOne Wealth
Kansas
$387K +$7.9K +173 +2%
GCIA
987
Gabelli & Co Investment Advisers
New York
$386K – – –
VFA
988
Voya Financial Advisors
Connecticut
$381K +$377K +8,259 New
FCA
989
Fortis Capital Advisors
Kansas
$378K +$376K +8,230 New
GIA
990
Gladstone Institutional Advisory
Florida
$374K -$259K -5,675 -41%
VHAM
991
Van Hulzen Asset Management
California
$374K +$73.1K +1,600 +25%
BCM
992
BTC Capital Management
Iowa
$373K -$17.8K -390 -5%
QPWM
993
Quadrant Private Wealth Management
Pennsylvania
$372K -$43.9K -960 -11%
SMC
994
Smith, Moore & Co
Missouri
$371K +$17.4K +380 +5%
PWM
995
Palumbo Wealth Management
New York
$369K +$367K +8,030 New
BWP
996
BSW Wealth Partners
Colorado
$369K -$2.1K -46 -0.6%
AWA
997
Artemis Wealth Advisors
New York
$368K – – –
NYLIM
998
New York Life Investment Management
New York
$367K -$35.3K -772 -9%
AC
999
ASB Consultores
Florida
$366K -$280K -6,131 -44%
9WM
1000
9258 Wealth Management
Ohio
$366K +$363K +7,953 New
38 39
40
41 42