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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
Modern Wealth Management
Kansas
$231K +$11.4K +40 +5%
CWM
877
Connecticut Wealth Management
Connecticut
$231K +$569 +2 +0.2%
TPA
878
Trivium Point Advisory
Connecticut
$230K +$6.26K +22 +3%
SWP
879
Stratos Wealth Partners
Ohio
$230K +$23.1K +81 +11%
MW
880
Marcum Wealth
Ohio
$224K +$20.8K +73 +10%
HSA
881
HBK Sorce Advisory
Pennsylvania
$220K +$229K +805 New
CWM
882
Concentric Wealth Management
California
$218K -$28.5K -100 -11%
PPC
883
Park Place Capital
Alabama
$218K -$7.12K -25 -3%
SW
884
SkyOak Wealth
Michigan
$218K – – –
WHCFA
885
William Howard & Co Financial Advisors
Tennessee
$218K +$228K +800 New
WWM
886
Wolff Wiese Magana
California
$215K +$9.39K +33 +4%
FFM
887
Forum Financial Management
Illinois
$215K – – –
LSAG
888
Lake Street Advisors Group
New Hampshire
$214K +$14.8K +52 +7%
UB
889
UMB Bank
Missouri
$214K +$54.9K +193 +33%
BJL
890
Brighton Jones LLC
Washington
$214K -$51.5K -181 -19%
KMWM
891
Keudell/Morrison Wealth Management
Oregon
$211K +$220K +773 New
SS
892
Sunbelt Securities
Texas
$209K -$10.2K -36 -4%
APW
893
Aurora Private Wealth
New Jersey
$208K – – –
CS
894
Crescent Sterling
Louisiana
$208K -$5.12K -18 -2%
ST
895
Smithfield Trust
Pennsylvania
$207K -$2.85K -10 -1%
WFI
896
West Family Investments
California
$206K – – –
AWA
897
Aaron Wealth Advisors
Illinois
$205K +$214K +751 New
PWM
898
Palumbo Wealth Management
New York
$204K +$213K +748 New
SCP
899
Sivia Capital Partners
California
$203K -$1.71K -6 -0.8%
OWA
900
Opal Wealth Advisors
New York
$202K +$211K +742 New
34 35
36
37 38