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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1451
Balboa Wealth Partners
Arizona
$274K +$211 +3 +0.1%
CG
1452
Corundum Group
Colorado
$274K +$22.2K +315 +9%
RFN
1453
RDA Financial Network
Iowa
$273K -$4.93K -70 -2%
FSA
1454
Fort Sheridan Advisors
Illinois
$273K +$256K +3,631 New
BBHC
1455
Brown Brothers Harriman & Co
New York
$272K +$163K +2,314 +178%
RBC
1456
Romano Brothers & Co
Illinois
$268K +$28.2K +400 +13%
APW
1457
Austin Private Wealth
Texas
$267K +$27.5K +390 +12%
FWP
1458
Firethorn Wealth Partners
Georgia
$266K +$249K +3,540 New
GTAM
1459
Global Trust Asset Management
Florida
$266K +$155K +2,200 +164%
CCMG
1460
Clark Capital Management Group
Pennsylvania
$264K -$105K -1,493 -30%
PMG
1461
ProVise Management Group
Florida
$263K -$35.2K -500 -12%
CCM
1462
Check Capital Management
California
$263K -$17.6K -250 -7%
AWM
1463
Ameliora Wealth Management
Switzerland
$263K – – –
JWM
1464
Jupiter Wealth Management
Colorado
$263K +$106K +1,500 +75%
OCM
1465
One Capital Management
California
$262K – – –
SIC
1466
Sterling Investment Counsel
New York
$261K +$37.7K +535 +18%
SVWAG
1467
Sound View Wealth Advisors Group
Georgia
$261K +$244K +3,469 New
HA
1468
Herold Advisors
New York
$259K – – –
CASB
1469
Cape Ann Savings Bank
Massachusetts
$259K +$243K +3,450 New
LP
1470
LGL Partners
Pennsylvania
$259K +$774 +11 +0.3%
BCM
1471
BluePointe Capital Management
California
$259K +$5.84K +83 +2%
BBA
1472
Braun-Bostich & Associates
Pennsylvania
$259K +$1.06K +15 +0.4%
PWP
1473
Private Wealth Partners
California
$258K +$242K +3,436 New
IIM
1474
Intact Investment Management
Quebec, Canada
$256K +$239K +3,400 New
JA
1475
JVL Associates
Michigan
$255K -$15.9K -226 -6%
57 58
59
60 61