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Name Holding Trade Value Shares
Change 		Change in
Stake
EPG
801
Estate Planners Group
Pennsylvania
$320K -$162K -1,295 -28%
ACM
802
Arvin Capital Management
Texas
$319K +$417K +3,328 New
MWP
803
Momentum Wealth Planning
Florida
$319K -$357K -2,848 -46%
AWM
804
Aries Wealth Management
Maine
$314K +$12.5K +100 +3%
WC
805
Westerkirk Capital
$314K – – –
EF
806
Evanson Financial
Virginia
$312K +$407K +3,250 New
JIC
807
Johnson Investment Counsel
Ohio
$312K +$2K +16 +0.5%
CHA
808
Cooper/Haims Advisors
New York
$311K +$7.52K +60 +2%
FI
809
Fosun International
China
$310K -$1.69M -13,528 -81%
DAS
810
Dynamic Advisor Solutions
Arizona
$309K +$28.3K +226 +8%
CIAS
811
Capital Investment Advisory Services
North Carolina
$305K -$37.6K -300 -9%
LFAS
812
Level Four Advisory Services
Texas
$305K -$12K -96 -3%
JFG
813
Jefferies Financial Group
New York
$305K -$306K -2,439 -43%
BCM
814
Brookstone Capital Management
Illinois
$302K -$30.4K -243 -7%
TPWA
815
TRUE Private Wealth Advisors
Oregon
$299K – – –
OFA
816
Orographic Financial Advisors
Colorado
$299K +$34.7K +277 +13%
ASA
817
Axxion S.A.
Luxembourg
$299K +$445K +3,550 New
NP
818
NorthRock Partners
Minnesota
$298K +$35.1K +280 +10%
VFG
819
Victory Financial Group
Texas
$298K -$211K -1,687 -35%
CWM
820
Cornerstone Wealth Management
Missouri
$297K +$752 +6 +0.2%
CIA
821
Cape Investment Advisory
Georgia
$296K +$22.3K +178 +6%
KWM
822
Keebeck Wealth Management
Illinois
$296K +$174K +1,388 +84%
OWG
823
Oxford Wealth Group
Florida
$294K -$22.5K -180 -6%
ET
824
Equitable Trust
Tennessee
$293K +$46.1K +368 +14%
AG
825
Ascent Group
Virginia
$292K -$24.2K -193 -6%
31 32
33
34 35