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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3126
Koa Wealth Management
California
$3.28M -$49.7K -229 -1%
LA
3127
Latitude Advisors
Florida
$3.27M +$27.8K +128 +0.7%
PWM
3128
Power Wealth Management
Georgia
$3.27M +$41.2K +190 +1%
BI
3129
Ballast Inc
Kentucky
$3.27M +$428K +1,974 +13%
WDL
3130
Well Done LLC
Michigan
$3.26M +$63.1K +291 +2%
PCP
3131
Pacific Capital Partners
$3.26M +$3.72M +17,124 New
SMH
3132
Sanders Morris Harris
Texas
$3.26M – – –
OFW
3133
Omnia Family Wealth
Florida
$3.26M +$511K +2,356 +16%
TCM
3134
Triumph Capital Management
Colorado
$3.26M +$998K +4,599 +37%
AFAS
3135
Acorn Financial Advisory Services
Virginia
$3.25M -$446K -2,056 -11%
CCA
3136
Covey Capital Advisors
Georgia
$3.25M +$21.3K +98 +0.6%
PCA
3137
Peddock Capital Advisors
Massachusetts
$3.25M +$52.7K +243 +1%
LAS
3138
LWM Advisory Services
Florida
$3.25M +$97.7K +450 +3%
SFG
3139
SNS Financial Group
Minnesota
$3.24M +$73.8K +340 +2%
KA
3140
KLCM Advisors
Wisconsin
$3.24M +$87.7K +404 +2%
WDC
3141
Woodward Diversified Capital
California
$3.24M +$126K +581 +4%
RMSCM
3142
R.M. Sincerbeaux Capital Management
New York
$3.23M +$3.69M +17,000 New
VIG
3143
Vienna Insurance Group
Poland
$3.23M – – –
KF
3144
KKM Financial
Illinois
$3.23M -$781K -3,601 -17%
NFG
3145
Norris Financial Group
South Carolina
$3.23M +$274K +1,263 +8%
CFA
3146
Camarda Financial Advisors
Florida
$3.23M -$291K -1,343 -7%
WIC
3147
Woodmont Investment Counsel
Tennessee
$3.23M -$367K -1,689 -9%
CFG
3148
Carr Financial Group
Massachusetts
$3.22M +$324K +1,494 +10%
LPU
3149
Lansdowne Partners (UK)
United Kingdom
$3.22M -$30M -138,352 -89%
FP
3150
Fiduciary Planning
Florida
$3.21M +$264K +1,215 +8%
124 125
126
127 128