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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1401
Drive Wealth Management
Utah
$557K +$42.4K +358 +7%
HFS
1402
Howard Financial Services
Texas
$556K +$9.84K +83 +2%
NP
1403
Nilsine Partners
Colorado
$556K +$78.5K +662 +14%
CRI
1404
Colonial River Investments
Virginia
$555K -$87.4K -737 -12%
AIM
1405
Aspen Investment Management
Michigan
$555K +$47.3K +399 +8%
CFGA
1406
Cambridge Financial Group (Arizona)
Arizona
$554K – – –
MAM
1407
Meeder Asset Management
Ohio
$553K -$1.68M -14,194 -73%
FG
1408
Fiduciary Group
Georgia
$553K +$237 +2 +0%
NS
1409
NBC Securities
Alabama
$551K -$22K -186 -3%
GWAG
1410
Garrett Wealth Advisory Group
Texas
$549K -$21.6K -182 -3%
FWP
1411
Falcon Wealth Planning
California
$549K +$229K +1,929 +58%
SIAP
1412
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$548K – – –
KFS
1413
Keynote Financial Services
Connecticut
$547K -$44.4K -375 -7%
SC
1414
Scotia Capital
Ontario, Canada
$546K -$1.93M -16,323 -76%
MLL
1415
Moody Lynn & Lieberson
Massachusetts
$546K -$2.61K -22 -0.4%
CT
1416
Chicago Trust
Illinois
$543K – – –
CPA
1417
Capital Performance Advisors
California
$543K -$242K -2,039 -28%
1WM
1418
1900 Wealth Management
Texas
$542K +$87.6K +739 +16%
NWMG
1419
National Wealth Management Group
Ohio
$542K -$30.1K -254 -5%
FNFDCM
1420
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$541K -$1.42K -12 -0.2%
RMSCM
1421
R.M. Sincerbeaux Capital Management
New York
$541K – – –
FSA
1422
Fort Sheridan Advisors
Illinois
$538K – – –
AFT
1423
Alpha Family Trust
California
$535K – – –
OAM
1424
Oxford Asset Management
United Kingdom
$535K +$610K +5,150 New
EMAM
1425
Encompass More Asset Management
California
$535K -$830 -7 -0.1%
55 56
57
58 59