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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1201
Stratos Wealth Advisors
Ohio
$1.84M +$30.7K +735 +2%
WWM
1202
WT Wealth Management
Arizona
$1.84M +$73.6K +1,764 +4%
KCFA
1203
Key Client Fiduciary Advisors
New Jersey
$1.84M +$22.9K +549 +1%
SCP
1204
Sender Company & Partners
New York
$1.84M +$1.71M +40,902 New
IAS
1205
Insigneo Advisory Services
Florida
$1.84M -$6.09K -146 -0.4%
BAM
1206
Berkshire Asset Management
Pennsylvania
$1.83M – – –
BTC
1207
Bank & Trust Company
Illinois
$1.83M -$16.5K -396 -1%
SGCA
1208
Steel Grove Capital Advisors
Tennessee
$1.83M -$76.5K -1,832 -4%
MAM
1209
Milestone Asset Management
Pennsylvania
$1.82M +$1.69M +40,529 New
PWP
1210
Principle Wealth Partners
Connecticut
$1.82M -$154K -3,701 -8%
MCM
1211
Monarch Capital Management
Indiana
$1.82M +$25K +600 +2%
BBA
1212
BLB&B Advisors
Pennsylvania
$1.81M -$8.47K -203 -0.5%
WDA
1213
Wendell David Associates
New Hampshire
$1.81M -$91.4K -2,190 -5%
EWS
1214
Evergreen Wealth Solutions
Pennsylvania
$1.81M -$207K -4,960 -11%
TCA
1215
Transcend Capital Advisors
New Jersey
$1.8M +$92.5K +2,216 +6%
HI
1216
Harrington Investments
California
$1.8M -$6.64K -159 -0.4%
ACP
1217
Aviance Capital Partners
Florida
$1.8M +$4.47K +107 +0.3%
DWM
1218
Dorchester Wealth Management
Quebec, Canada
$1.8M -$50.1K -1,200 -3%
PHS
1219
Pekin Hardy Strauss
Illinois
$1.8M -$19.9K -478 -1%
MC
1220
Mathes Company
New York
$1.79M – – –
SSWM
1221
Smith Salley Wealth Management
North Carolina
$1.79M +$104K +2,490 +7%
SWM
1222
Sculati Wealth Management
Michigan
$1.79M -$65.1K -1,559 -4%
OBWG
1223
Onyx Bridge Wealth Group
New York
$1.79M +$113K +2,696 +7%
AG
1224
Algert Global
California
$1.78M +$1.65M +39,651 New
LFA
1225
Legacy Financial Advisors
Kentucky
$1.78M +$96K +2,300 +6%
47 48
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