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Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1001
Eley Financial Management
Vermont
$1.07M +$18.3K +202 +2%
CG
1002
CFO4Life Group
Texas
$1.07M -$14K -155 -1%
MHS
1003
M Holdings Securities
Oregon
$1.07M +$1.04M +11,449 New
PFM
1004
Potomac Fund Management
Florida
$1.07M +$26.5K +293 +3%
CA
1005
CoreCap Advisors
Michigan
$1.07M -$179K -1,975 -15%
LWMM
1006
Legacy Wealth Management (Mississippi)
Mississippi
$1.07M -$1.67M -18,469 -62%
MNBTD
1007
Moody National Bank Trust Division
Texas
$1.06M -$310K -3,426 -23%
VCM
1008
Voleon Capital Management
California
$1.06M -$249K -2,748 -19%
PE
1009
PCM Encore
Colorado
$1.06M +$1.03M +11,366 New
WAP
1010
Wealthcare Advisory Partners
Pennsylvania
$1.06M -$78.7K -870 -7%
SWM
1011
Spire Wealth Management
Virginia
$1.06M +$60.8K +672 +6%
IWA
1012
Icon Wealth Advisors
Texas
$1.06M -$23.8K -263 -2%
SFG
1013
Seamount Financial Group
Colorado
$1.06M +$46.7K +516 +5%
PCS
1014
Personal CFO Solutions
New Jersey
$1.05M -$29.3K -324 -3%
FNBT
1015
FineMark National Bank & Trust
Florida
$1.05M -$29.8K -330 -3%
BFG
1016
Beacon Financial Group
Texas
$1.05M +$13.8K +153 +1%
NB
1017
NBT Bank
New York
$1.04M -$24.2K -268 -2%
SFG
1018
SevenBridge Financial Group
Pennsylvania
$1.03M -$26K -287 -3%
PWPS
1019
Pinnacle Wealth Planning Services
Ohio
$1.03M -$54.7K -605 -5%
LW
1020
Linscomb Wealth
Texas
$1.03M -$3.08K -34 -0.3%
KA
1021
Kovack Advisors
Florida
$1.03M +$599K +6,620 +152%
PCM
1022
Prelude Capital Management
New York
$1.03M +$225K +2,491 +29%
IP
1023
Ignite Planners
California
$1.03M -$108K -1,197 -11%
FT
1024
Fiduciary Trust
Massachusetts
$1.02M -$258K -2,854 -21%
MWP
1025
Meriwether Wealth & Planning
Louisiana
$1.02M +$124K +1,376 +14%
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