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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1301
Everhart Financial Group
Ohio
$4.52M +$129K +1,237 +3%
CC
1302
Chicago Capital
Illinois
$4.51M +$47.1K +450 +1%
GWM
1303
Geneos Wealth Management
Colorado
$4.5M -$499K -4,773 -11%
LWP
1304
LMG Wealth Partners
Louisiana
$4.49M -$48.4K -463 -1%
CWP
1305
Concord Wealth Partners
Virginia
$4.48M +$1.74M +16,641 +77%
MBT
1306
Montecito Bank & Trust
California
$4.47M -$19.8K -189 -0.5%
WW
1307
Waterfront Wealth
Kansas
$4.43M +$12.6K +120 +0.3%
MVA
1308
Mount Vernon Associates
Maryland
$4.43M -$350K -3,350 -8%
AWA
1309
Arete Wealth Advisors
Illinois
$4.41M +$276K +2,637 +8%
KLWA
1310
Kelly Lawrence W & Associates
California
$4.4M – – –
AWM
1311
Accurate Wealth Management
Florida
$4.4M -$71.3K -682 -2%
VF
1312
Virtu Financial
New York
$4.4M +$3.92M +37,442 New
PCP
1313
Proficio Capital Partners
Massachusetts
$4.39M +$3.91M +37,359 New
WLPWM
1314
Walled Lake Planning & Wealth Management
Illinois
$4.38M -$35.1K -336 -0.9%
YIH
1315
Y-Intercept (HK)
Hong Kong
$4.38M -$22.8M -218,123 -85%
QWM
1316
Quadcap Wealth Management
Texas
$4.38M +$79.4K +759 +2%
CI
1317
Cigna Investments
Connecticut
$4.38M -$73.3K -701 -2%
BSA
1318
Bull Street Advisors
Georgia
$4.38M +$10.5K +100 +0.3%
TAP
1319
Tounjian Advisory Partners
Florida
$4.37M -$290K -2,770 -7%
LFG
1320
Larson Financial Group
Missouri
$4.36M -$415K -3,968 -10%
JA
1321
JLB & Associates
Michigan
$4.35M +$25.4K +243 +0.7%
BCM
1322
Brasada Capital Management
Texas
$4.35M +$3.87M +37,016 New
AFP
1323
Ausdal Financial Partners
Iowa
$4.33M -$662K -6,334 -15%
LCM
1324
Legato Capital Management
California
$4.32M -$2.26M -21,593 -37%
MNBTD
1325
Moody National Bank Trust Division
Texas
$4.3M -$117K -1,118 -3%
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