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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1351
Prestige Wealth Management Group
New Jersey
$715K -$292K -788 -32%
RA
1352
Rational Advisors
New York
$715K +$608K +1,641 New
NHC
1353
Nicholas Hoffman & Company
Georgia
$713K +$187K +506 +45%
H
1354
HoyleCohen
California
$710K +$68.5K +185 +13%
CANY
1355
Caxton Associates (New York)
New York
$708K -$880K -2,375 -59%
QCG
1356
Quadrant Capital Group
Ohio
$708K -$788K -2,128 -57%
IFG
1357
Investors Financial Group
Minnesota
$704K -$1.11K -3 -0.2%
RFM
1358
Royal Fund Management
Florida
$703K +$167K +450 +39%
W
1359
WealthStone
Ohio
$700K +$595K +1,607 New
RA
1360
RFG Advisory
Alabama
$697K +$37.1K +100 +7%
CPA
1361
Clear Perspective Advisors
Illinois
$697K +$133K +358 +29%
PAG
1362
Pinnacle Advisory Group
Maryland
$696K – – –
ISL
1363
Ingalls & Snyder LLC
New York
$696K +$25.9K +70 +5%
ICM
1364
IMS Capital Management
Oregon
$696K +$593K +1,600 New
SFA
1365
Souders Financial Advisors
Ohio
$692K +$121K +326 +26%
VC
1366
Veracity Capital
Georgia
$686K -$624K -1,685 -52%
BCM
1367
BTR Capital Management
California
$686K -$18.5K -50 -3%
CI
1368
CX Institutional
Indiana
$686K +$490K +1,323 +525%
PIMG
1369
Patriot Investment Management Group
Tennessee
$686K +$22.2K +60 +4%
PWM
1370
PBMares Wealth Management
Virginia
$682K -$41.9K -113 -7%
AWM
1371
Atticus Wealth Management
Florida
$680K +$319K +861 +123%
HCM
1372
Howard Capital Management
Georgia
$680K +$558K +1,505 New
MCWS
1373
McKinley Carter Wealth Services
West Virginia
$674K – – –
KC
1374
Knuff & Co
California
$673K +$7.41K +20 +1%
VWA
1375
V Wealth Advisors
Kansas
$671K -$5.93K -16 -1%
53 54
55
56 57