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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1501
Key Financial Inc
Pennsylvania
$1.07M – – –
BW
1502
Bison Wealth
Georgia
$1.07M -$1.54K -41 -0.2%
PM
1503
Penbrook Management
New York
$1.07M -$151K -4,000 -13%
WI
1504
WrapManager Inc
California
$1.07M -$268K -7,102 -21%
KLCM
1505
KG&L Capital Management
Louisiana
$1.07M -$265K -7,024 -21%
ISWM
1506
Independent Solutions Wealth Management
New York
$1.06M -$492K -13,066 -33%
CCP
1507
Clough Capital Partners
Massachusetts
$1.06M +$1.01M +26,900 New
ACS
1508
Archford Capital Strategies
Illinois
$1.06M +$66.4K +1,761 +7%
BP
1509
Ballentine Partners
Massachusetts
$1.06M +$37.1K +985 +4%
RWB
1510
RMR Wealth Builders
New Jersey
$1.05M +$2.15K +57 +0.2%
MWM
1511
Maltin Wealth Management
New Jersey
$1.05M +$702K +18,636 +231%
ACM
1512
Allred Capital Management
Texas
$1.05M -$25.2K -670 -2%
WE
1513
Wealth Effects
Massachusetts
$1.05M -$41.6K -1,104 -4%
GSB
1514
Greenfield Savings Bank
Massachusetts
$1.05M -$67.9K -1,801 -6%
NW
1515
Naviter Wealth
Arkansas
$1.04M +$151K +4,014 +19%
BA
1516
Bridgewater Advisors
New York
$1.04M -$273K -7,257 -22%
MCA
1517
Magnolia Capital Advisors
Mississippi
$1.04M -$70.7K -1,876 -7%
SF
1518
Summit Financial
New Jersey
$1.04M +$26.1K +693 +3%
MWM
1519
Mission Wealth Management
California
$1.04M -$192K -5,092 -16%
BMA
1520
Brooks Moore & Associates
Tennessee
$1.04M -$1.89M -50,090 -66%
AIS
1521
AM Investment Strategies
Tennessee
$1.04M +$76.6K +2,033 +8%
SAM
1522
Stansberry Asset Management
Texas
$1.04M +$46K +1,222 +5%
HNWAG
1523
High Net Worth Advisory Group
Florida
$1.04M -$524K -13,907 -35%
IMOV
1524
Investment Management of Virginia
Virginia
$1.03M -$204K -5,417 -17%
BWA
1525
Blodgett Wealth Advisors
California
$1.03M -$195K -5,172 -16%
59 60
61
62 63