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Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
1251
Sullivan, Bruyette, Speros & Blaney
Virginia
$530K +$29.2K +140 +6%
CWA
1252
Capital Wealth Alliance
Arizona
$528K -$754K -3,621 -60%
SWA
1253
SFMG Wealth Advisors
Texas
$528K +$159K +765 +46%
WIM
1254
Westside Investment Management
California
$528K -$335K -1,610 -8%
MWM
1255
Meridian Wealth Management
Kentucky
$525K +$66.8K +321 +15%
QCIG
1256
Quad-Cities Investment Group
Iowa
$524K -$2.92K -14 -0.6%
BFM
1257
Boston Financial Management
Massachusetts
$523K -$146K -700 -22%
PP
1258
PDS Planning
Ohio
$523K +$218K +1,049 +76%
SWP
1259
Strategic Wealth Partners
Ohio
$518K +$174K +837 +53%
MFG
1260
Menard Financial Group
Texas
$518K +$500K +2,403 New
BCM
1261
Brookstone Capital Management
Illinois
$516K +$498K +2,391 New
BOPW
1262
Brandywine Oak Private Wealth
Pennsylvania
$515K -$23.7K -114 -5%
TC
1263
TownSquare Capital
Utah
$515K +$62.5K +300 +17%
SCG
1264
Sonata Capital Group
Washington
$513K +$78.1K +375 +19%
WSTAM
1265
Wilbanks Smith & Thomas Asset Management
Virginia
$509K -$84.5K -406 -15%
AWM
1266
AllSquare Wealth Management
New York
$509K -$35.4K -170 -7%
AIC
1267
Ameritas Investment Company
Nebraska
$508K +$21.7K +104 +5%
VFM
1268
Vivid Financial Management
California
$508K +$491K +2,357 New
AA
1269
Argent Advisors
Louisiana
$505K +$50K +240 +11%
SFG
1270
SevenBridge Financial Group
Pennsylvania
$501K -$75.8K -364 -14%
SWA
1271
Stratos Wealth Advisors
Ohio
$499K -$52.9K -254 -10%
PCS
1272
Personal CFO Solutions
New Jersey
$498K +$209K +1,003 +77%
STA
1273
Summit Trail Advisors
New York
$496K +$41.2K +198 +9%
CMI
1274
Clare Market Investments
Texas
$495K +$478K +2,295 New
MGWM
1275
Marks Group Wealth Management
Minnesota
$492K +$90.2K +433 +23%
49 50
51
52 53