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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1251
Capital Wealth Alliance
Arizona
$528K -$754K -3,621 -60%
SWA
1252
SFMG Wealth Advisors
Texas
$528K +$159K +765 +46%
WIM
1253
Westside Investment Management
California
$528K -$335K -1,610 -8%
MWM
1254
Meridian Wealth Management
Kentucky
$525K +$66.8K +321 +15%
QCIG
1255
Quad-Cities Investment Group
Iowa
$524K -$2.92K -14 -0.6%
BFM
1256
Boston Financial Management
Massachusetts
$523K -$146K -700 -22%
PP
1257
PDS Planning
Ohio
$523K +$218K +1,049 +76%
SWP
1258
Strategic Wealth Partners
Ohio
$518K +$174K +837 +53%
MFG
1259
Menard Financial Group
Texas
$518K +$500K +2,403 New
BCM
1260
Brookstone Capital Management
Illinois
$516K +$498K +2,391 New
BOPW
1261
Brandywine Oak Private Wealth
Pennsylvania
$515K -$23.7K -114 -5%
TC
1262
TownSquare Capital
Utah
$515K +$62.5K +300 +17%
SCG
1263
Sonata Capital Group
Washington
$513K +$78.1K +375 +19%
WSTAM
1264
Wilbanks Smith & Thomas Asset Management
Virginia
$509K -$84.5K -406 -15%
AWM
1265
AllSquare Wealth Management
New York
$509K -$35.4K -170 -7%
AIC
1266
Ameritas Investment Company
Nebraska
$508K +$21.7K +104 +5%
VFM
1267
Vivid Financial Management
California
$508K +$491K +2,357 New
AA
1268
Argent Advisors
Louisiana
$505K +$50K +240 +11%
SFG
1269
SevenBridge Financial Group
Pennsylvania
$501K -$75.8K -364 -14%
SWA
1270
Stratos Wealth Advisors
Ohio
$499K -$52.9K -254 -10%
PCS
1271
Personal CFO Solutions
New Jersey
$498K +$209K +1,003 +77%
STA
1272
Summit Trail Advisors
New York
$496K +$41.2K +198 +9%
CMI
1273
Clare Market Investments
Texas
$495K +$478K +2,295 New
MGWM
1274
Marks Group Wealth Management
Minnesota
$492K +$90.2K +433 +23%
CP
1275
Covenant Partners
Tennessee
$491K – – –
49 50
51
52 53