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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
701
Foundations Investment Advisors
Arizona
$80.6M +$4.39M +21,717 +6%
MWM
702
Meridian Wealth Management
Kentucky
$80.4M +$69.9K +346 +0.1%
WIM
703
WealthPlan Investment Management
Nebraska
$80.3M +$6.53M +32,320 +9%
HCMT
704
Highland Capital Management (Tennessee)
Tennessee
$79.9M -$1.28M -6,320 -2%
JF
705
Jump Financial
Illinois
$79.8M +$78.6M +389,137 New
LCM
706
LVM Capital Management
Michigan
$79.4M -$748K -3,705 -0.9%
SWM
707
Spire Wealth Management
Virginia
$79.4M -$22.7M -112,369 -22%
BPC
708
Banque Pictet & Cie
Switzerland
$79.1M -$1.59M -7,881 -2%
HF
709
HRT Financial
New York
$78.7M +$77.5M +383,692 New
CTI
710
Community Trust & Investment
Kentucky
$78.7M +$3.41M +16,877 +5%
TW
711
TritonPoint Wealth
Maryland
$78.6M -$2.26M -11,210 -3%
CB
712
Community Bank
New York
$78.5M -$381K -1,885 -0.5%
UF
713
Univest Financial
Pennsylvania
$78.4M -$3.22M -15,956 -4%
SG
714
Sienna Gestion
France
$78.3M +$5.78M +28,639 +7%
VHAM
715
Van Hulzen Asset Management
California
$78M +$5.49M +27,203 +8%
IAS
716
Insigneo Advisory Services
Florida
$77.7M +$1.51M +7,481 +2%
BRWA
717
B. Riley Wealth Advisors
Florida
$77.7M +$76.5M +378,609 New
WGAM
718
Wilkinson Global Asset Management
New York
$77.6M -$12M -59,500 -14%
GKWIM
719
Gerber Kawasaki Wealth & Investment Management
California
$77.5M +$239K +1,185 +0.3%
HCM
720
Howard Capital Management
Georgia
$77.4M -$5.06M -25,069 -6%
PWP
721
Principle Wealth Partners
Connecticut
$77.3M +$1.74M +8,610 +2%
LFG
722
Larson Financial Group
Missouri
$77.2M +$10.2M +50,525 +16%
ACIM
723
Azimuth Capital Investment Management
Michigan
$77.1M -$13.4M -66,295 -15%
WG
724
Welch Group
Alabama
$77M +$2.92M +14,459 +4%
NSAM
725
North Star Asset Management
Wisconsin
$76.8M +$2.49M +12,335 +3%
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