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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
2801
Credential Qtrade Securities
$290K +$110K +1,240 +65%
SL
2802
Savior LLC
Massachusetts
$288K +$276K +3,120 New
MCG
2803
MACRO Consulting Group
New Jersey
$287K +$49.6K +560 +22%
NRI
2804
NFP Retirement Inc
California
$286K +$274K +3,100 New
EW
2805
Element Wealth
Mississippi
$285K +$273K +3,080 New
DTC
2806
Davidson Trust Company
Washington
$284K +$273K +3,080 New
BCM
2807
Bienville Capital Management
New York
$283K – – –
AP
2808
Americana Partners
Texas
$282K +$271K +3,060 New
BC
2809
Barnett & Company
Tennessee
$279K +$115K +1,300 +76%
SDAM
2810
Shulman DeMeo Asset Management
New York
$277K -$115K -1,300 -30%
AFS
2811
Access Financial Services
Minnesota
$277K -$14.2K -160 -5%
AAA
2812
Adams Asset Advisors
Texas
$277K – – –
CAL
2813
Capital Advisors Ltd
Ohio
$277K +$10.6K +120 +4%
GWM
2814
Graybill Wealth Management
Illinois
$277K +$26.6K +300 +11%
TI
2815
TTP Investments
California
$275K -$35.4K -400 -12%
AWM
2816
Adams Wealth Management
Utah
$275K +$264K +2,980 New
SAM
2817
Stansberry Asset Management
Texas
$273K -$15.9K -180 -6%
RWMH
2818
Riverpoint Wealth Management Holdings
Illinois
$273K +$35.4K +400 +16%
TVAMP
2819
Tennessee Valley Asset Management Partners
Tennessee
$272K +$19.5K +220 +8%
JWM
2820
Janiczek Wealth Management
Colorado
$272K +$21.2K +240 +9%
AA
2821
Argent Advisors
Louisiana
$270K +$258K +2,920 New
MWP
2822
Meridian Wealth Partners
Pennsylvania
$270K +$258K +2,920 New
PW
2823
Peninsula Wealth
California
$268K – – –
FAN
2824
Financial Advisors Network
California
$268K +$257K +2,900 New
IA
2825
IndexIQ Advisors
New York
$268K +$257K +2,900 New
111 112
113
114 115