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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1551
44 Wealth Management
Oregon
$531K -$69.3K -826 -10%
CFS
1552
CRA Financial Services
New Jersey
$530K +$252 +3 +0%
IFWM
1553
Institute for Wealth Management
Colorado
$530K -$39.6K -472 -6%
BEI
1554
Benjamin Edwards Inc
Missouri
$528K -$178K -2,123 -23%
VC
1555
Vicus Capital
Pennsylvania
$528K -$12.6K -150 -2%
EWA
1556
Etesian Wealth Advisors
Oregon
$525K +$12.1K +144 +2%
LC
1557
Lindbrook Capital
California
$525K -$38.3K -457 -6%
BSA
1558
Bull Street Advisors
Georgia
$525K – – –
WIP
1559
WealthCare Investment Partners
Rhode Island
$523K -$65.7K -783 -10%
IP
1560
Ignite Planners
California
$523K +$29.7K +354 +5%
AT
1561
Arden Trust
Delaware
$522K -$185K -2,212 -24%
ACS
1562
Archford Capital Strategies
Illinois
$522K -$335 -4 -0.1%
MW
1563
Marcum Wealth
Ohio
$521K -$42.4K -506 -7%
CBTWT
1564
Community Bank & Trust (Waco, Texas)
Texas
$521K +$49.4K +589 +9%
KCM
1565
KRS Capital Management
Michigan
$520K +$17.7K +211 +3%
FNT
1566
First Nebraska Trust
Nebraska
$519K – – –
TIMH
1567
Tilt Investment Management Holdings
New York
$516K +$74.6K +890 +15%
SCM
1568
Schnieders Capital Management
California
$515K -$71.3K -850 -11%
EFH
1569
Eaton Financial Holdings
Florida
$514K +$3.1K +37 +0.5%
BMCM
1570
Burns Matteson Capital Management
New York
$514K -$2.68K -32 -0.5%
MC
1571
Maverick Capital
Texas
$514K +$364K +4,345 +169%
GA
1572
Greytown Advisors
Florida
$513K -$3.02K -36 -0.5%
TF
1573
Tompkins Financial
New York
$511K -$166K -1,980 -22%
SGI
1574
Summit Global Investments
Utah
$509K +$26.9K +321 +5%
GIA
1575
Guyasuta Investment Advisors
Pennsylvania
$509K +$167K +1,989 +41%
61 62
63
64 65