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Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
726
Fernwood Investment Management
Massachusetts
$813K -$121K -834 -11%
MWM
727
Meridian Wealth Management
Kentucky
$810K +$715K +4,908 +256%
ECM
728
ExodusPoint Capital Management
New York
$809K +$949K +6,515 +2,208%
IFG
729
Independent Financial Group
California
$804K +$127K +873 +15%
HIA
730
Harbor Investment Advisory
Maryland
$801K -$310K -2,126 -24%
OAM
731
Oak Asset Management
California
$799K -$266K -1,826 -21%
BFEC
732
Benjamin F. Edwards & Company
Missouri
$790K -$26.4K -181 -3%
WP
733
WealthSource Partners
California
$788K +$218K +1,495 +29%
GFG
734
Greystone Financial Group
Michigan
$785K +$171K +1,173 +22%
NAM
735
NTV Asset Management
West Virginia
$784K -$1.46M -10,025 -60%
SFA
736
Sequoia Financial Advisors
Ohio
$784K +$510K +3,501 +113%
LOIM
737
Liberty One Investment Management
Illinois
$776K +$309K +2,119 +48%
SCM
738
Sterneck Capital Management
Missouri
$775K -$444K -3,051 -32%
SIA
739
Schechter Investment Advisors
Michigan
$774K +$949K +6,516 New
SFP
740
Sweet Financial Partners
Minnesota
$770K +$944K +6,485 New
FCH
741
Freestone Capital Holdings
Washington
$758K -$719K -4,934 -44%
SI
742
Stephens Inc
Arkansas
$751K -$768K -5,274 -45%
VAS
743
Vestmark Advisory Solutions
Massachusetts
$751K -$175K -1,199 -16%
TPWM
744
Twelve Points Wealth Management
Massachusetts
$751K +$920K +6,318 New
CBFP
745
Cedar Brook Financial Partners
Ohio
$750K +$136K +933 +17%
USCWA
746
U.S. Capital Wealth Advisors
Texas
$731K -$492K -3,376 -35%
CFA
747
Carroll Financial Associates
North Carolina
$725K +$132K +908 +17%
AFP
748
Ausdal Financial Partners
Iowa
$723K -$67.3K -462 -7%
NFG
749
Next Financial Group
Texas
$721K -$220K -1,511 -20%
BC
750
Blackcrane Capital
Washington
$718K -$242K -1,663 -22%
28 29
30
31 32