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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
701
Institute for Wealth Management
Colorado
$3.18M -$77.7K -716 -2%
USCWA
702
U.S. Capital Wealth Advisors
Texas
$3.17M +$526K +4,846 +19%
AWM
703
Apollon Wealth Management
South Carolina
$3.17M -$80.1K -738 -2%
SS
704
Simplicity Solutions
Minnesota
$3.16M -$400K -3,688 -11%
BFG
705
Bleakley Financial Group
New Jersey
$3.16M -$199K -1,833 -6%
HIS
706
Harvest Investment Services
Illinois
$3.15M +$1.12M +10,327 +51%
LFAS
707
Level Four Advisory Services
Texas
$3.15M -$82.6K -761 -2%
MNBTD
708
Moody National Bank Trust Division
Texas
$3.12M +$312K +2,873 +10%
MLL
709
Moody Lynn & Lieberson
Massachusetts
$3.09M -$7.14M -65,730 -69%
WCM
710
Wisconsin Capital Management
Wisconsin
$3.09M -$5.43K -50 -0.2%
TA
711
Trivest Advisors
Hong Kong
$3.08M +$2.17M +20,000 +200%
ACMH
712
Andar Capital Management (HK)
Hong Kong
$3.08M -$1.52M -14,000 -32%
AAIM
713
American Assets Investment Management
California
$3.08M – – –
GJL
714
Gendell Jeffrey L
$3.08M +$3.26M +30,000 New
IAMOG
715
Investors Asset Management of Georgia
Georgia
$3.08M -$30K -276 -0.9%
NED
716
Nancy E. Dempze
$3.08M -$8.25K -76 -0.3%
SC
717
Slow Capital
California
$3.05M +$215K +1,982 +7%
KWM
718
Kingsview Wealth Management
Oregon
$3.04M -$1.35M -12,401 -30%
KLCM
719
KG&L Capital Management
Louisiana
$3.03M +$1.19M +10,947 +59%
DAM
720
Deltec Asset Management
New York
$3.02M -$505K -4,650 -14%
FTDI
721
First Trust Direct Indexing
Massachusetts
$3.02M -$77.3K -712 -2%
MA
722
Montag & Associates
Georgia
$3M +$174K +1,607 +6%
JSC
723
Jackson Square Capital
California
$3M -$1.16M -10,717 -27%
SPC
724
Sigma Planning Corp
Michigan
$2.97M +$93.1K +858 +3%
DAM
725
Doheny Asset Management
California
$2.96M -$239K -2,200 -7%
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