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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1401
Lyell Wealth Management
California
$363K – – –
WWM
1402
Western Wealth Management
Colorado
$363K -$357 -4 -0.1%
JFGLC
1403
Johnson Financial Group LLC (Colorado)
Colorado
$363K +$313K +3,507 New
ASBI
1404
American State Bank (Iowa)
Iowa
$362K -$383K -4,290 -55%
CA
1405
CoreCap Advisors
Michigan
$360K +$12.4K +139 +4%
RFA
1406
Register Financial Advisors
Georgia
$360K +$446 +5 +0.1%
OL
1407
OneFund LLC
Florida
$359K -$1.34K -15 -0.4%
PIM
1408
Penobscot Investment Management
Massachusetts
$358K +$35.7K +400 +13%
AP
1409
Anchyra Partners
Georgia
$358K +$309K +3,458 New
VHAM
1410
Van Hulzen Asset Management
California
$357K +$357 +4 +0.1%
AWA
1411
AGH Wealth Advisors
Kansas
$357K +$2.14K +24 +0.7%
SGI
1412
Summit Global Investments
Utah
$357K -$140K -1,569 -31%
AWM
1413
Angeles Wealth Management
California
$356K +$307K +3,443 New
HVIA
1414
Hudson Valley Investment Advisors
New York
$355K -$1.07K -12 -0.3%
JIC
1415
Joel Isaacson & Co
New York
$354K +$56.6K +634 +23%
RIA
1416
Richwood Investment Advisors
Ohio
$353K – – –
TDC
1417
Thompson Davis & Co
Virginia
$352K +$303K +3,400 New
BWM
1418
BCS Wealth Management
Tennessee
$352K -$36.2K -406 -11%
JTWM
1419
Jackson Thornton Wealth Management
Alabama
$351K -$893 -10 -0.3%
AO
1420
Advisor OS
Illinois
$351K +$5.45K +61 +2%
LFA
1421
Legacy Financial Advisors
Kentucky
$351K +$27.7K +310 +10%
CWM
1422
Connecticut Wealth Management
Connecticut
$351K – – –
BHPW
1423
Beverly Hills Private Wealth
California
$351K -$404K -4,522 -57%
OWA
1424
Opal Wealth Advisors
New York
$350K +$156K +1,745 +107%
CCA
1425
Childress Capital Advisors
Texas
$348K -$32K -359 -10%
55 56
57
58 59