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Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
1351
Whalerock Point Partners
Rhode Island
$1.77M +$58.4K +1,020 +3%
AWA
1352
Arete Wealth Advisors
Illinois
$1.76M -$358K -6,253 -16%
WA
1353
WBH Advisory
Maryland
$1.76M +$2.35K +41 +0.1%
BCM
1354
BTR Capital Management
California
$1.76M +$117K +2,048 +7%
PA
1355
Probity Advisors
Texas
$1.76M -$2K -35 -0.1%
KJWM
1356
Kiley Juergens Wealth Management
Washington
$1.75M +$158K +2,761 +9%
BCA
1357
Bay Colony Advisors
Massachusetts
$1.75M +$537K +9,386 +41%
TFS
1358
TrustCore Financial Services
Tennessee
$1.75M -$57 -1 -0%
SBSB
1359
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.74M -$99.8K -1,745 -5%
YWP
1360
YorkBridge Wealth Partners
New York
$1.74M +$5.72K +100 +0.3%
TG
1361
TCW Group
California
$1.74M +$17.2K +300 +0.9%
ACM
1362
Allred Capital Management
Texas
$1.74M +$34.7K +606 +2%
BWP
1363
Bernardo Wealth Planning
Pennsylvania
$1.74M +$38.3K +670 +2%
WWM
1364
Windsor Wealth Management
Indiana
$1.72M +$102K +1,775 +6%
IAIM
1365
International Assets Investment Management
Florida
$1.72M +$1.83M +32,033 New
FWP
1366
FAS Wealth Partners
Kansas
$1.72M +$995K +17,386 +119%
ATC
1367
Adirondack Trust Company
New York
$1.72M +$75.4K +1,317 +4%
GRP
1368
Global Retirement Partners
California
$1.72M -$290K -5,064 -14%
EP
1369
Edgestream Partners
New Jersey
$1.71M +$1.37M +23,939 +303%
ECG
1370
Edge Capital Group
Georgia
$1.7M -$8.29M -144,838 -82%
FFBTD
1371
First Financial Bank - Trust Division
Ohio
$1.7M -$114K -1,992 -6%
EIM
1372
Essex Investment Management
Massachusetts
$1.7M -$103K -1,806 -5%
AAM
1373
AR Asset Management
California
$1.7M – – –
SWM
1374
Sculati Wealth Management
Michigan
$1.7M +$164K +2,863 +10%
LWM
1375
Laidlaw Wealth Management
New York
$1.7M +$209K +3,652 +13%
53 54
55
56 57