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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1301
Integrated Investment Consultants
Michigan
$680K +$104K +373 +15%
MWM
1302
Mission Wealth Management
California
$680K +$113K +407 +16%
CWS
1303
Cypress Wealth Services
California
$680K +$811K +2,921 New
CPIG
1304
Chicago Partners Investment Group
Illinois
$679K +$288K +1,037 +65%
KP
1305
Keel Point
Alabama
$677K +$13.3K +48 +2%
TCBWMS
1306
Texas Capital Bank Wealth Management Services
Texas
$674K +$145K +521 +22%
PJSIMP
1307
P.J. Schmidt Investment Management (PJS)
Wisconsin
$672K +$169K +608 +30%
SMC
1308
Smith, Moore & Co
Missouri
$672K +$207K +747 +35%
PFGIA
1309
Patriot Financial Group Insurance Agency
Massachusetts
$671K +$246K +886 +44%
VA
1310
Valmark Advisers
Ohio
$669K +$411K +1,480 +106%
BA
1311
Bridge Advisory
California
$669K +$798K +2,876 New
BCP
1312
Blackhawk Capital Partners
Wisconsin
$667K -$2.78K -10 -0.4%
MWA
1313
Moser Wealth Advisors
Washington
$664K +$743K +2,675 +1,520%
ACM
1314
Advisors Capital Management
New Jersey
$663K +$112K +404 +17%
AA
1315
Argent Advisors
Louisiana
$658K +$86.3K +311 +12%
CW
1316
CreativeOne Wealth
Kansas
$654K +$780K +2,810 New
FWM
1317
Foresight Wealth Management
Utah
$649K -$88.8K -320 -10%
BCM
1318
BTC Capital Management
Iowa
$649K +$30K +108 +4%
PAA
1319
Peregrine Asset Advisers
Oregon
$648K -$280K -1,008 -27%
FB
1320
Fulton Bank
Pennsylvania
$642K -$3.61K -13 -0.5%
OIM
1321
Oder Investment Management
California
$640K +$763K +2,750 New
ZB
1322
Zions Bancorporation
Utah
$639K -$405K -1,458 -35%
HH
1323
Hilltop Holdings
Texas
$638K +$57.2K +206 +8%
PP
1324
Patten & Patten
Tennessee
$637K +$117K +420 +18%
RWM
1325
RBA Wealth Management
California
$636K -$7.22K -26 -0.9%
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