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Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
1751
Red Door Wealth Management
Tennessee
$1.27M +$1.17M +6,471 New
SVWAG
1752
Sound View Wealth Advisors Group
Georgia
$1.26M +$27.7K +154 +2%
CB
1753
Community Bank
New York
$1.26M +$3.6K +20 +0.3%
BBNA
1754
Bremer Bank National Association
Minnesota
$1.25M -$94.9K -527 -7%
BWM
1755
Bernicke Wealth Management
Wisconsin
$1.25M +$37.8K +210 +3%
NFC
1756
Northeast Financial Consultants
Connecticut
$1.24M -$44.1K -245 -4%
MJP
1757
Michael J. Puzo
$1.24M -$66.7K -370 -5%
MCC
1758
Malaga Cove Capital
California
$1.23M +$402K +2,230 +51%
CIM
1759
CenturyLink Investment Management
Colorado
$1.23M -$102K -568 -8%
JT
1760
Jump Trading
Illinois
$1.23M +$1.18M +6,560 New
TPWA
1761
TRUE Private Wealth Advisors
Oregon
$1.23M +$209K +1,158 +22%
CCA
1762
Column Capital Advisors
Indiana
$1.23M +$1.18M +6,534 New
NEIRG
1763
New England Investment & Retirement Group
Massachusetts
$1.23M -$264K -1,463 -18%
CWM
1764
Cornerstone Wealth Management
Missouri
$1.22M +$35.5K +197 +3%
BLAM
1765
Bourne Lent Asset Management
New York
$1.22M – – –
VWM
1766
Venturi Wealth Management
Texas
$1.22M +$78K +433 +7%
NFG
1767
Nations Financial Group
Iowa
$1.22M +$58.9K +327 +5%
MWM
1768
Mattern Wealth Management
Kansas
$1.22M +$1.17M +6,484 New
BCM
1769
Blume Capital Management
California
$1.22M – – –
ATPW
1770
Ashton Thomas Private Wealth
Arizona
$1.22M +$51.5K +286 +5%
LCAM
1771
London & Capital Asset Management
United Kingdom
$1.21M +$249K +1,381 +27%
JFA
1772
JNBA Financial Advisors
Minnesota
$1.21M +$30.6K +170 +3%
WLPWM
1773
Walled Lake Planning & Wealth Management
Illinois
$1.21M +$1.16M +6,413 New
NBG
1774
Nancy B. Gardiner
$1.2M -$9.73K -54 -0.8%
SC
1775
Sawyer & Company
Massachusetts
$1.2M +$154K +855 +16%
69 70
71
72 73