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Name Holding Trade Value Shares
Change 		Change in
Stake
QWP
826
Quotient Wealth Partners
Texas
$316K +$34.5K +226 +12%
OIA
827
OneDigital Investment Advisors
Kansas
$316K -$15.7K -103 -5%
DWP
828
Daymark Wealth Partners
Ohio
$314K +$54.9K +359 +21%
VCP
829
Verus Capital Partners
Arizona
$312K -$7.64K -50 -2%
CI
830
Conning Inc
Connecticut
$312K +$81.1K +531 +35%
RCA
831
Ranch Capital Advisors
Florida
$311K – – –
HWAM
832
Hennion & Walsh Asset Management
New Jersey
$308K +$111K +726 +56%
SM
833
Sweeney & Michel
California
$305K +$1.83K +12 +0.6%
DC
834
Davenport & Co
Virginia
$303K -$26.7K -175 -8%
ASFA
835
All Season Financial Advisors
Colorado
$302K +$304K +1,990 New
IFWM
836
Institute for Wealth Management
Colorado
$301K -$917 -6 -0.3%
FRA
837
Frank Rimerman Advisors
California
$301K +$265K +1,733 +696%
GKWIM
838
Gerber Kawasaki Wealth & Investment Management
California
$299K -$611 -4 -0.2%
GRP
839
Global Retirement Partners
California
$297K +$43.4K +284 +17%
CA
840
Clearstead Advisors
Ohio
$296K +$211K +1,381 +241%
CAG
841
Crestwood Advisors Group
Massachusetts
$296K -$18.3K -120 -6%
MA
842
Mutual Advisors
Nebraska
$292K -$229K -1,500 -42%
CGL
843
Clarius Group LLC
Washington
$289K +$18.5K +121 +7%
GAM
844
Gemmer Asset Management
California
$285K – – –
CPW
845
Catalyst Private Wealth
California
$282K – – –
FCM
846
Firestone Capital Management
Florida
$282K +$284K +1,857 New
LFAS
847
Level Four Advisory Services
Texas
$281K +$43.9K +287 +18%
FZCM
848
Flynn Zito Capital Management
New York
$281K – – –
FIA
849
Foundations Investment Advisors
Arizona
$279K -$35.9K -235 -11%
OL
850
Optas LLC
Texas
$277K +$11.9K +78 +4%
32 33
34
35 36