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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
726
Arkadios Wealth Advisors
Georgia
$633K -$590K -4,738 -50%
DWM
727
Dynasty Wealth Management
Florida
$621K +$44.8K +360 +9%
KAM
728
Knightsbridge Asset Management
California
$613K +$563K +4,519 New
EAM
729
Erste Asset Management
Austria
$605K +$425K +3,415 +338%
SFS
730
Sowell Financial Services
Arkansas
$603K -$1.62K -13 -0.3%
AO
731
Advisor OS
Illinois
$603K -$49.8K -400 -8%
HAG
732
HighPoint Advisor Group
Illinois
$602K -$12K -96 -2%
OIA
733
OneDigital Investment Advisors
Kansas
$600K +$5.48K +44 +1%
GKWIM
734
Gerber Kawasaki Wealth & Investment Management
California
$594K +$545K +4,373 New
OL
735
Optas LLC
Texas
$589K +$244K +1,959 +82%
CS
736
Clear Street
New York
$587K +$539K +4,326 New
AC
737
AlphaCore Capital
California
$587K +$188K +1,511 +54%
VCM
738
Versant Capital Management
Arizona
$586K +$58.7K +471 +12%
PCS
739
Personal CFO Solutions
New Jersey
$583K +$1.25K +10 +0.2%
CCM
740
Cohen Capital Management
California
$581K – – –
GS
741
GTS Securities
Florida
$580K -$766K -6,154 -59%
NCM
742
Nelson Capital Management
California
$579K -$43.6K -350 -8%
WC
743
Wynn Capital
Georgia
$577K +$49.6K +398 +10%
S
744
SignatureFD
Georgia
$572K +$32.9K +264 +7%
LAM
745
LECAP Asset Management
United Kingdom
$569K -$87K -699 -14%
C
746
Certuity
Florida
$568K +$272K +2,187 +109%
CI
747
Cigna Investments
Connecticut
$566K – – –
CG
748
Cynosure Group
Utah
$565K – – –
TWPM
749
Total Wealth Planning & Management
Florida
$563K +$516K +4,145 New
AI
750
AdvisorShares Investments
Maryland
$561K +$453K +3,637 +727%
28 29
30
31 32