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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1876
Covenant Asset Management
New Jersey
$916K -$12.2K -250 -1%
OFA
1877
Oak Family Advisors
Illinois
$915K +$262K +5,368 +44%
MMA
1878
Miracle Mile Advisors
California
$911K +$65.3K +1,338 +8%
LCM
1879
Liberty Capital Management
Michigan
$907K – – –
WW
1880
Waterfront Wealth
Kansas
$904K +$34.8K +713 +4%
SOAMC
1881
Spirit of America Management Corp
New York
$902K – – –
FPAS
1882
Focus Partners Advisor Solutions
Missouri
$901K -$25.4K -520 -3%
GCM
1883
Gibraltar Capital Management
Oklahoma
$901K +$120K +2,448 +17%
CQS
1884
Credential Qtrade Securities
$900K +$78K +1,598 +10%
OWA
1885
Outlook Wealth Advisors
Texas
$900K -$29.8K -610 -3%
RB
1886
Renasant Bank
Mississippi
$892K -$187K -3,822 -18%
ACM
1887
Allred Capital Management
Texas
$891K +$54.6K +1,118 +7%
PG
1888
Proffitt & Goodson
Tennessee
$891K -$212K -4,339 -20%
MLA
1889
My Legacy Advisors
Oregon
$890K +$27.5K +564 +3%
CSC
1890
Caldwell Sutter Capital
California
$890K +$390K +7,987 +88%
AA
1891
Addison Advisors
Vermont
$889K +$2.69K +55 +0.3%
MWM
1892
Modera Wealth Management
New Jersey
$886K -$13.5K -276 -2%
GAG
1893
GM Advisory Group
New York
$885K +$99.4K +2,035 +14%
SIG
1894
Sky Investment Group
Connecticut
$884K – – –
TLCM
1895
Twin Lakes Capital Management
California
$883K +$6.45K +132 +0.8%
IIC
1896
Integrated Investment Consultants
Michigan
$881K +$28.1K +576 +4%
EGA
1897
E&G Advisors
Texas
$880K -$49.8K -1,020 -6%
V
1898
ViaWealth
Kansas
$880K – – –
EFMC
1899
Empire Financial Management Company
New York
$879K +$822K +16,824 New
SSWM
1900
Sheets Smith Wealth Management
North Carolina
$876K +$103K +2,111 +14%
74 75
76
77 78