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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1176
Strategic Advisors
New York
$290K -$1.18M -6,507 -77%
FWM
1177
Frontier Wealth Management
Missouri
$290K -$10K -55 -3%
CQS
1178
Credential Qtrade Securities
$288K -$2.65M -14,585 -88%
MMPW
1179
Mitchell McLeod Pugh & Williams
Alabama
$288K +$3.09K +17 +0.9%
PC
1180
Pecaut & Co
Iowa
$285K +$74.6K +410 +27%
MWM
1181
Meridian Wealth Management
Kentucky
$283K -$254K -1,395 -42%
EHC
1182
Everett Harris & Co
California
$283K – – –
SIAP
1183
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$282K +$22.7K +125 +7%
GT
1184
Glenview Trust
Kentucky
$279K -$65.3K -359 -16%
CPW
1185
Catalyst Private Wealth
California
$279K – – –
SAM
1186
SignalPoint Asset Management
Missouri
$278K -$125K -687 -27%
PTP
1187
Platform Technology Partners
New York
$278K +$16.7K +92 +5%
HCA
1188
Heck Capital Advisors
Wisconsin
$277K -$5.82K -32 -2%
AAS
1189
Annex Advisory Services
Wisconsin
$276K +$340K +1,867 New
FH
1190
FWG Holdings
Florida
$275K +$107K +590 +47%
CWM
1191
Circle Wealth Management
New Jersey
$274K -$488K -2,681 -59%
LWM
1192
Lyell Wealth Management
California
$273K -$105K -579 -24%
SWA
1193
SFMG Wealth Advisors
Texas
$273K -$16K -88 -5%
HWMA
1194
Heritage Wealth Management (Arizona)
Arizona
$273K +$17.3K +95 +5%
HI
1195
Horizon Investments
North Carolina
$272K -$268K -1,475 -45%
RCAG
1196
Rehmann Capital Advisory Group
Michigan
$271K -$450K -2,476 -58%
GFS
1197
GYL Financial Synergies
Connecticut
$270K -$72.8K -400 -18%
OIA
1198
Optimum Investment Advisors
Illinois
$268K -$236K -1,298 -42%
PCM
1199
Pennsylvania Capital Management
Pennsylvania
$267K -$52.6K -289 -16%
JFA
1200
JNBA Financial Advisors
Minnesota
$265K +$41.8K +230 +15%
46 47
48
49 50