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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
1701
Legacy Wealth Management (Idaho)
Idaho
$238K +$91.7K +289 +68%
NW
1702
Naviter Wealth
Arkansas
$238K +$225K +710 New
WFPG
1703
Waller Financial Planning Group
Ohio
$236K +$224K +705 New
AP
1704
Advisortrust Partners
North Carolina
$236K +$224K +705 New
WAAG
1705
Wealth Alliance Advisory Group
Kansas
$235K +$223K +703 New
WIM
1706
Wiregrass Investment Management
Georgia
$234K +$222K +700 New
QPWM
1707
Quadrant Private Wealth Management
Pennsylvania
$234K -$35.5K -112 -14%
LOWM
1708
Laurel Oak Wealth Management
New Jersey
$234K +$221K +698 New
ACG
1709
Allen Capital Group
Nebraska
$233K +$221K +697 New
GKIM
1710
GW&K Investment Management
Massachusetts
$233K -$110K -348 -33%
WA
1711
WESPAC Advisors
California
$233K +$220K +695 New
DW30
1712
Drucker Wealth 3.0
New Jersey
$232K +$220K +693 New
AL
1713
Aspiriant LLC
California
$232K +$219K +692 New
MA
1714
MJP Associates
Connecticut
$231K +$219K +691 New
WMA
1715
Wealth Management Associates
New Jersey
$231K -$293K -924 -57%
BPW
1716
Bingham Private Wealth
California
$230K +$218K +686 New
SCA
1717
Sandy Cove Advisors
Massachusetts
$229K +$217K +684 New
BFG
1718
Beacon Financial Group
Texas
$228K +$216K +681 New
BIS
1719
BG Investment Services
Guam
$228K +$216K +680 New
CWP
1720
Curated Wealth Partners
California
$225K +$213K +672 New
SAM
1721
Sagewood Asset Management
New York
$225K +$213K +672 New
CCA
1722
Checchi Capital Advisers
California
$225K +$213K +671 New
FGA
1723
Fortis Group Advisors
New Jersey
$224K -$157K -494 -42%
FIM
1724
FWL Investment Management
Texas
$224K – – –
IP
1725
Indivisible Partners
Florida
$223K +$211K +666 New
67 68
69
70 71