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Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
1526
Atlas Private Wealth Management
New York
$558K +$29.9K +140 +7%
GWM
1527
Gray Wealth Management
Maine
$558K +$5.35K +25 +1%
MIM
1528
Marco Investment Management
Georgia
$557K -$10.9K -51 -2%
OCM
1529
Orion Capital Management
California
$557K +$456K +2,130 +26,625%
SPL
1530
Smart Portfolios LLC
Washington
$557K +$569K +2,659 New
TF
1531
Trek Financial
Arizona
$556K +$96.9K +453 +27%
WB
1532
Webster Bank
Connecticut
$555K -$6.42K -30 -1%
GD
1533
Grandfield & Dodd
New York
$555K -$14.3K -67 -3%
NRI
1534
NFP Retirement Inc
California
$555K +$8.98K +42 +2%
FCCM
1535
First City Capital Management
Georgia
$552K -$1.07K -5 -0.2%
P
1536
Pitcairn
Pennsylvania
$551K +$72.5K +339 +19%
EBWM
1537
Eagle Bluffs Wealth Management
Missouri
$547K – – –
PFA
1538
Pathway Financial Advisors
Vermont
$547K – – –
SMH
1539
Sanders Morris Harris
Texas
$546K -$241K -1,125 -32%
EFG
1540
Everhart Financial Group
Ohio
$546K -$390K -1,822 -47%
MCA
1541
Magnolia Capital Advisors
Mississippi
$546K +$582K +2,723 New
ML
1542
McAdam LLC
Pennsylvania
$544K -$19.5K -91 -4%
MAWA
1543
Moss Adams Wealth Advisors
Washington
$543K +$35.7K +167 +9%
GI
1544
GAMMA Investing
California
$543K +$550K +2,572 New
WDC
1545
Woodward Diversified Capital
California
$541K -$1.5K -7 -0.3%
CWG
1546
Crown Wealth Group
North Carolina
$541K -$179K -835 -29%
KW
1547
KWB Wealth
California
$539K +$4.49K +21 +1%
PPW
1548
Pasadena Private Wealth
California
$539K +$1.93K +9 +0.4%
CCM
1549
Conway Capital Management
California
$535K -$267K -1,250 -38%
TC
1550
Telemus Capital
Michigan
$534K -$2.57K -12 -0.6%
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63 64