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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
901
Axim Planning & Wealth
Ohio
$341K +$294K +3,003 New
DI
902
DFPG Investments
Utah
$339K -$3.66M -37,300 -92%
CA
903
Claro Advisors
Massachusetts
$339K -$91.4K -932 -24%
FPWM
904
FSB Premier Wealth Management
Iowa
$339K – – –
BP
905
BBR Partners
New York
$339K +$88.3K +900 +43%
YCM
906
Yakira Capital Management
Connecticut
$338K – – –
MGIA
907
Moneta Group Investment Advisors
Missouri
$337K -$118K -1,200 -29%
KF
908
Krilogy Financial
Missouri
$335K +$16.5K +168 +6%
NC
909
NinePointTwo Capital
California
$334K – – –
FCI
910
Financial Counselors Inc
Kansas
$332K +$2.45K +25 +0.9%
FHC
911
First Heartland Consultants
Missouri
$330K – – –
DI
912
Diligent Investors
California
$330K +$10.6K +108 +4%
AP
913
Americana Partners
Texas
$329K -$40.3K -411 -12%
IF
914
IRON Financial
Illinois
$327K -$27.9K -284 -9%
PWS
915
Precision Wealth Strategies
Missouri
$327K +$294K +2,998 New
TPWA
916
TRUE Private Wealth Advisors
Oregon
$326K +$4.41K +45 +2%
SPIO
917
Seven Post Investment Office
California
$326K +$281K +2,870 New
ECG
918
Edge Capital Group
Georgia
$321K -$53.8K -549 -16%
WGAM
919
Wilkinson Global Asset Management
New York
$321K – – –
CT
920
Chicago Trust
Illinois
$318K – – –
AWE
921
Avidian Wealth Enterprises
Texas
$315K +$17.2K +175 +7%
WSTAM
922
Wilbanks Smith & Thomas Asset Management
Virginia
$314K -$40.8K -416 -13%
DT
923
Diversified Trust
Tennessee
$314K +$9.12K +93 +3%
DAS
924
Dynamic Advisor Solutions
Arizona
$313K -$43.2K -441 -14%
EL
925
ERN LLC
Delaware
$313K +$270K +2,750 New
35 36
37
38 39