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Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
1601
L.J. Altfest & Co
New York
$799K +$27.9K +788 +4%
AA
1602
Advisory Alpha
Michigan
$797K +$79.5K +2,248 +12%
GKWIM
1603
Gerber Kawasaki Wealth & Investment Management
California
$793K +$496K +14,010 +199%
FHC
1604
First Heartland Consultants
Missouri
$793K +$82.2K +2,322 +12%
SGI
1605
Summit Global Investments
Utah
$791K -$142K -4,012 -16%
JIP
1606
Jaffetilchin Investment Partners
Florida
$790K +$61.9K +1,749 +9%
BMWM
1607
Brown Miller Wealth Management
Virginia
$790K -$535K -15,108 -42%
TWM
1608
Thrive Wealth Management
Pennsylvania
$787K -$27.6K -781 -4%
TWD
1609
True Wealth Design
Ohio
$786K +$735K +20,761 +24,425%
MWM
1610
Modera Wealth Management
New Jersey
$784K -$47.4K -1,340 -6%
CPA
1611
Court Place Advisors
Maryland
$783K -$75.4K -2,131 -9%
MCP
1612
Mirador Capital Partners
California
$783K -$96.5K -2,728 -12%
CA
1613
Cornerstone Advisory
Maryland
$781K +$148K +4,179 +25%
HPM
1614
Hoxton Planning & Management
West Virginia
$779K +$59.1K +1,669 +9%
HB
1615
HTLF Bank
Colorado
$779K +$731K +20,651 New
FRA
1616
Front Row Advisors
California
$778K -$50.5K -1,428 -6%
EFM
1617
Eley Financial Management
Vermont
$777K +$16.5K +467 +2%
SDH
1618
Sloy Dahl & Holst
Washington
$776K +$76.2K +2,155 +12%
PCM
1619
Poehling Capital Management
Wisconsin
$776K -$28K -791 -4%
P
1620
&Partners
Tennessee
$776K +$346K +9,790 +90%
HWA
1621
Heartwood Wealth Advisors
Virginia
$773K -$30.4K -858 -4%
GM
1622
GeoWealth Management
Illinois
$773K +$560K +15,841 +341%
PWLP
1623
Prio Wealth Limited Partnership
Massachusetts
$770K +$26.9K +760 +4%
MWM
1624
Massachusetts Wealth Management
Massachusetts
$768K -$106K -2,993 -13%
WAM
1625
WFA Asset Management
Wisconsin
$768K +$84.1K +2,377 +13%
63 64
65
66 67