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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
576
Independent Solutions Wealth Management
New York
$560K -$4.84K -454 -0.8%
LCM
577
Lazari Capital Management
California
$560K -$50.3K -4,713 -8%
ECM
578
Evergreen Capital Management
Washington
$558K +$469K +44,010 +357%
CWS
579
Cypress Wealth Services
California
$557K -$3.38K -317 -0.6%
CCM
580
Coldstream Capital Management
Washington
$557K -$87.9K -8,244 -13%
AGP
581
Aspire Growth Partners
Florida
$553K +$595K +55,826 New
CH
582
Canton Hathaway
Rhode Island
$551K -$224 -21 -0%
MGIA
583
Moneta Group Investment Advisors
Missouri
$549K +$8.57K +804 +1%
PVI
584
Pine Valley Investments
New Jersey
$544K -$22.8K -2,139 -4%
MFG
585
Merit Financial Group
Georgia
$542K +$109K +10,181 +23%
PCG
586
Prosperity Consulting Group
Maryland
$536K -$318K -29,804 -36%
HCM
587
Howard Capital Management
Georgia
$535K +$86.8K +8,135 +18%
UCFA
588
United Capital Financial Advisors
Texas
$529K -$120K -11,297 -17%
PS
589
Principal Securities
Iowa
$528K -$38.3K -3,592 -6%
P
590
Pitcairn
Pennsylvania
$528K +$12.1K +1,135 +2%
CB
591
Commerce Bank
Missouri
$528K -$976K -91,493 -63%
MWM
592
Manske Wealth Management
Texas
$526K +$567K +53,180 New
SCTC
593
Sanibel Captiva Trust Company
Florida
$524K -$2.71K -254 -0.5%
GRP
594
Global Retirement Partners
California
$522K -$130K -12,163 -19%
TCBWMS
595
Texas Capital Bank Wealth Management Services
Texas
$519K -$7.38K -692 -1%
GWSG
596
GPS Wealth Strategies Group
Colorado
$519K -$496K -46,469 -47%
GWM
597
Geneos Wealth Management
Colorado
$519K -$25.2K -2,365 -4%
FAIM
598
Financial Advocates Investment Management
Washington
$518K +$83.4K +7,824 +18%
PFGIA
599
Patriot Financial Group Insurance Agency
Massachusetts
$517K -$6.88K -645 -1%
MEAC
600
M.E. Allison & Co
Texas
$513K +$553K +51,830 New
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