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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
901
Triumph Capital Management
Colorado
$533K +$111K +231 +29%
AF
902
Advisornet Financial
Minnesota
$531K – – –
MMA
903
Miracle Mile Advisors
California
$530K -$21.7K -45 -4%
BL
904
Balentine LLC
Georgia
$529K +$96.5K +200 +24%
QWP
905
Quotient Wealth Partners
Texas
$527K +$61.3K +127 +14%
NAAA
906
New Age Alpha Advisors
New York
$526K -$43K -89 -8%
PWS
907
Precision Wealth Strategies
Missouri
$523K -$107K -222 -18%
WI
908
WBI Investments
New Jersey
$523K -$27K -56 -5%
EAM
909
Empirical Asset Management
Massachusetts
$519K -$309K -640 -39%
CCS
910
Concentric Capital Strategies
Connecticut
$519K +$48.3K +100 +11%
BCFD
911
Boit C.F. David
$515K – – –
ISWM
912
Intesa Sanpaolo Wealth Management
$515K +$483K +1,000 New
SIA
913
SkyView Investment Advisors
New Jersey
$515K +$483K +1,000 New
CFP
914
Catalyst Financial Partners
Massachusetts
$514K +$120K +249 +33%
HCA
915
Heck Capital Advisors
Wisconsin
$513K -$22.7K -47 -5%
CA
916
Crewe Advisors
Utah
$509K +$37.6K +78 +9%
BW
917
BIP Wealth
Georgia
$502K +$471K +975 New
QWM
918
Quadcap Wealth Management
Texas
$501K -$32.8K -68 -7%
MWPCG
919
Measured Wealth Private Client Group
New Hampshire
$501K -$27.5K -57 -6%
KIA
920
Knollwood Investment Advisory
Maryland
$501K – – –
MFF
921
Michels Family Financial
Texas
$501K +$67.1K +139 +17%
SH
922
SLT Holdings
Arizona
$500K +$118K +245 +34%
GWM
923
GK Wealth Management
Nevada
$499K +$468K +969 New
MA
924
Mutual Advisors
Nebraska
$496K -$941K -1,950 -67%
GIA
925
Gladstone Institutional Advisory
Florida
$490K -$338K -700 -42%
35 36
37
38 39