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Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1751
Pinnacle Wealth Planning Services
Ohio
$1.01M +$30.4K +550 +3%
PWMG
1752
Prestige Wealth Management Group
New Jersey
$1.01M +$94.3K +1,705 +10%
SWM
1753
Sugarloaf Wealth Management
Georgia
$1.01M -$8.96K -162 -0.9%
MWM
1754
Maltin Wealth Management
New Jersey
$1.01M +$48K +867 +5%
RBFC
1755
Roman Butler Fullerton & Co
Missouri
$1.01M +$6.53K +118 +0.6%
AWM
1756
AllSquare Wealth Management
New York
$1M -$40.2K -727 -4%
GCIG
1757
Grand Central Investment Group
Florida
$1M -$186K -3,369 -15%
PCMM
1758
Piedmont Capital Management (Montana)
Montana
$1M +$160K +2,884 +18%
CP
1759
Cumberland Partners
Ontario, Canada
$999K -$32.1K -580 -3%
PPG
1760
Peak Planning Group
Colorado
$998K +$1.02M +18,485 New
KFGK
1761
Keystone Financial Group (Kentucky)
Kentucky
$996K +$38.3K +692 +4%
BFM
1762
Boston Financial Management
Massachusetts
$996K +$306K +5,524 +43%
BCA
1763
Berman Capital Advisors
Georgia
$996K +$307K +5,553 +43%
ACM
1764
Adalta Capital Management
New York
$995K -$1.37M -24,834 -57%
WI
1765
Wintrust Investments
Illinois
$995K +$15.7K +284 +2%
BFA
1766
Beacon Financial Advisory
Ohio
$995K +$38.8K +701 +4%
NFG
1767
Norris Financial Group
South Carolina
$993K -$15.3K -277 -1%
AWM
1768
Aevitas Wealth Management
Massachusetts
$992K +$5.31K +96 +0.5%
WIS
1769
Wright Investors Service
Connecticut
$992K +$65.1K +1,177 +7%
KA
1770
Kercheville Advisors
Texas
$990K -$267K -4,828 -21%
QWM
1771
QP Wealth Management
New Jersey
$985K -$12.2K -220 -1%
PB
1772
Pinnacle Bancorp
Nebraska
$985K +$10.3K +187 +1%
AIC
1773
Archer Investment Corporation
Indiana
$985K -$48.6K -878 -5%
GSWM
1774
Golden State Wealth Management
California
$983K -$22.4K -405 -2%
RHDIC
1775
R.H. Dinel Investment Counsel
California
$983K – – –
69 70
71
72 73