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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
2376
Cassady Schiller Wealth Management
Ohio
$695K – – –
FWM
2377
FMB Wealth Management
California
$693K +$303K +2,004 +76%
OL
2378
OneFund LLC
Florida
$692K +$702K +4,642 New
CQS
2379
Credential Qtrade Securities
$692K -$16.6K -110 -2%
NAS
2380
NWF Advisory Services
California
$691K +$306K +2,020 +77%
MFS
2381
Mirabella Financial Services
United Kingdom
$691K +$322K +2,130 +85%
EBSAM
2382
Eubel Brady & Suttman Asset Management
Ohio
$688K -$23.7K -157 -3%
FHWM
2383
Fox Hill Wealth Management
Massachusetts
$688K +$697K +4,611 New
LWM
2384
LJI Wealth Management
Indiana
$688K +$10.6K +70 +2%
RCG
2385
Regatta Capital Group
California
$687K +$57.6K +381 +9%
VAM
2386
Verity Asset Management
North Carolina
$684K +$64K +423 +10%
SFI
2387
SPC Financial Inc
Maryland
$683K +$117K +776 +20%
LA
2388
Latitude Advisors
Florida
$683K +$2.57K +17 +0.4%
IFWM
2389
Institute for Wealth Management
Colorado
$682K -$9.23K -61 -1%
SFC
2390
Strategic Financial Concepts
Texas
$682K -$182K -1,204 -21%
MCM
2391
Manchester Capital Management
Vermont
$682K -$282K -1,863 -29%
PPG
2392
Peak Planning Group
Colorado
$681K -$13.3K -88 -2%
BCMLT
2393
Beacon Capital Management LLC (Tennessee)
Tennessee
$681K -$2.57K -17 -0.4%
OWA
2394
Opal Wealth Advisors
New York
$681K -$38.3K -253 -5%
AWM
2395
Ameliora Wealth Management
Switzerland
$680K +$115K +761 +20%
TLA
2396
Tanglewood Legacy Advisors
Texas
$679K +$2.57K +17 +0.4%
WI
2397
WrapManager Inc
California
$678K -$19.4K -128 -3%
AWA
2398
Aletheian Wealth Advisors
Washington
$678K -$24.5K -162 -3%
AI
2399
Accredited Investors
Minnesota
$677K +$28.9K +191 +4%
PCA
2400
Prosperity Capital Advisors
Ohio
$676K +$168K +1,111 +32%
94 95
96
97 98