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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1476
Alta Wealth Advisors
Massachusetts
$786K +$759K +1,571 New
BAS
1477
Brown Advisory Securities
Maryland
$785K -$72.5K -150 -9%
PWM
1478
PBMares Wealth Management
Virginia
$783K – – –
VC
1479
Veery Capital
Delaware
$778K +$752K +1,556 New
PWA
1480
Phoenix Wealth Advisors
North Carolina
$777K +$750K +1,553 New
CCC
1481
Crescent Capital Consulting
Louisiana
$776K +$750K +1,552 New
AWA
1482
Arete Wealth Advisors
Illinois
$771K -$2.03M -4,200 -72%
WCM
1483
Windward Capital Management
California
$768K +$46.4K +96 +7%
PFS
1484
Prospera Financial Services
Texas
$764K +$629K +1,303 +595%
VBCG
1485
Valley Brook Capital Group
Pennsylvania
$762K +$737K +1,525 New
IIC
1486
Integrated Investment Consultants
Michigan
$760K – – –
VC
1487
Veracity Capital
Georgia
$760K +$3.87K +8 +0.5%
ICP
1488
Interchange Capital Partners
Pennsylvania
$759K +$733K +1,518 New
WIA
1489
Wealthstreet Investment Advisors
Texas
$752K -$10.1K -21 -1%
GCM
1490
Gables Capital Management
Florida
$752K – – –
PG
1491
Patten Group
Tennessee
$745K +$7.25K +15 +1%
IF
1492
Intrua Financial
Texas
$742K +$20.8K +43 +3%
CANC
1493
Culbertson A N & Co
Virginia
$740K +$53.1K +110 +8%
HPC
1494
Hobart Private Capital
North Carolina
$735K +$54.1K +112 +8%
BCM
1495
BTR Capital Management
California
$733K -$53.1K -110 -7%
CAN
1496
Claraphi Advisory Network
United States
$729K -$151K -312 -18%
RIA
1497
Realta Investment Advisors
Delaware
$726K -$2.42K -5 -0.3%
SWM
1498
Segment Wealth Management
Texas
$724K +$41.1K +85 +6%
MFG
1499
Magnus Financial Group
New York
$719K +$19.8K +41 +3%
MIFH
1500
Migdal Insurance & Financial Holdings
Israel
$717K -$7.72M -15,972 -92%
58 59
60
61 62