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Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
1726
United Advisor Group
Ohio
$452K +$15.6K +189 +4%
SIC
1727
Salem Investment Counselors
North Carolina
$452K -$82 -1 -0%
LRWM
1728
Lord & Richards Wealth Management
Colorado
$451K +$52.9K +643 +15%
RSWM
1729
Robertson Stephens Wealth Management
California
$451K +$71.7K +871 +22%
AWA
1730
AGH Wealth Advisors
Kansas
$449K -$19.3K -235 -5%
WAM
1731
Wakefield Asset Management
Colorado
$449K – – –
CIA
1732
Choate Investment Advisors
Massachusetts
$443K +$100K +1,215 +34%
PL
1733
Plancorp LLC
Missouri
$442K +$81.8K +994 +27%
APW
1734
Aventura Private Wealth
Florida
$438K -$190K -2,304 -33%
YWS
1735
Yarger Wealth Strategies
Ohio
$437K +$34.3K +417 +10%
MF
1736
Manuka Financial
Virginia
$437K – – –
VWM
1737
Venturi Wealth Management
Texas
$436K +$122K +1,476 +46%
RWPA
1738
Richard W. Paul & Associates
Michigan
$436K -$1.56K -19 -0.4%
DIP
1739
Davis Investment Partners
North Carolina
$435K +$389K +4,727 New
FPL
1740
Fortress Private Ledger
North Carolina
$434K +$120K +1,456 +46%
VC
1741
Veracity Capital
Georgia
$433K -$11.2K -136 -3%
IFWM
1742
Institute for Wealth Management
Colorado
$431K -$166K -2,015 -30%
SAM
1743
Seelaus Asset Management
New Jersey
$431K -$165K -2,000 -30%
PWMG
1744
Prestige Wealth Management Group
New Jersey
$431K +$372K +4,524 +4,917%
CWMK
1745
Caliber Wealth Management (Kansas)
Kansas
$429K -$27.1K -329 -7%
RCP
1746
Rothschild Capital Partners
New York
$425K – – –
RWA
1747
Roberts Wealth Advisors
California
$425K -$238K -2,892 -39%
GS
1748
GTS Securities
Florida
$423K +$373K +4,533 New
BAM
1749
Blueshift Asset Management
New Jersey
$422K -$778K -9,456 -68%
OWA
1750
One Wealth Advisors
California
$422K -$24.8K -301 -6%
68 69
70
71 72