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Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
1826
Unique Wealth Strategies
Illinois
$682K +$32.8K +758 +5%
OL
1827
Optas LLC
Texas
$681K +$37.2K +860 +6%
KCAM
1828
Kagan Cocozza Asset Management
New Jersey
$681K -$8.31K -192 -1%
HR
1829
Howe & Rusling
New York
$679K -$3.9K -90 -0.6%
CPBTD
1830
Central Pacific Bank - Trust Division
Hawaii
$679K -$15.8K -364 -2%
SMA
1831
Seven Mile Advisory
New Jersey
$679K +$264K +6,098 +65%
SWMP
1832
Signature Wealth Management Partners
New Jersey
$678K +$56.6K +1,308 +9%
ABTD
1833
Arvest Bank Trust Division
Oklahoma
$675K -$33.5K -775 -5%
RF
1834
Rossby Financial
Florida
$675K -$4.29K -99 -0.6%
RCA
1835
Resonant Capital Advisors
Wisconsin
$675K -$120K -2,775 -15%
WAL
1836
W Advisors LLC
Tennessee
$674K +$2.21K +51 +0.3%
NLP
1837
Next Level Private
New York
$672K +$17.7K +410 +3%
AWS
1838
Aspen Wealth Strategies
Colorado
$672K +$44K +1,017 +7%
TCM
1839
Telos Capital Management
California
$671K +$4.03K +93 +0.6%
JWWM
1840
Johnson & White Wealth Management
Pennsylvania
$670K +$291K +6,726 +79%
PWM
1841
PBMares Wealth Management
Virginia
$668K +$81.9K +1,891 +14%
VC
1842
Vicus Capital
Pennsylvania
$668K +$109K +2,514 +20%
IIM
1843
Ipswich Investment Management
Massachusetts
$666K -$13K -300 -2%
DE
1844
Diversified Enterprises
Delaware
$666K -$33.3K -769 -5%
BIA
1845
Bigelow Investment Advisors
Maine
$665K +$45K +1,040 +7%
FFS
1846
Founders Financial Securities
Maryland
$665K -$355K -8,190 -35%
PAG
1847
Powers Advisory Group
Illinois
$664K +$73.6K +1,701 +13%
NAG
1848
Northstar Advisory Group
New Jersey
$663K +$390 +9 +0.1%
WEG
1849
World Equity Group
Illinois
$662K -$143K -3,312 -18%
MC
1850
Mathes Company
New York
$661K -$4.33K -100 -0.7%
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