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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
626
Cypress Wealth Services
California
$753K +$814 +65 +0.1%
JAFL
627
Jay A. Fishman Ltd
Michigan
$751K +$91.8K +7,330 +14%
GCM
628
Gibraltar Capital Management
Oklahoma
$748K +$86.8K +6,933 +13%
ATPW
629
Ashton Thomas Private Wealth
Arizona
$748K -$3.07K -245 -0.4%
DT
630
Diversified Trust
Tennessee
$741K +$411K +32,844 +126%
TAM
631
Trust Asset Management
Texas
$735K +$16.1K +1,287 +2%
AMIM
632
Aull & Monroe Investment Management
Alabama
$734K -$25.5K -2,034 -3%
NCM
633
Narwhal Capital Management
Georgia
$733K -$11.4K -913 -2%
IP
634
Ignite Planners
California
$733K -$90.6K -7,235 -11%
LGA
635
Lebenthal Global Advisors
New York
$732K +$98.1K +7,833 +16%
EFMC
636
Empire Financial Management Company
New York
$729K +$724K +57,827 New
GWM
637
Geneos Wealth Management
Colorado
$726K +$59.2K +4,725 +9%
OHIS
638
Oak Harvest Investment Services
Texas
$719K -$159K -12,700 -18%
QPWM
639
Quadrant Private Wealth Management
Pennsylvania
$718K -$5.95K -475 -0.8%
SA
640
Strategic Advisors
New York
$711K +$18.8K +1,505 +3%
HWM
641
HB Wealth Management
Georgia
$708K +$80.5K +6,430 +13%
CAG
642
Csenge Advisory Group
Florida
$707K +$182K +14,535 +35%
FFM
643
Forum Financial Management
Illinois
$704K +$1.5K +120 +0.2%
NL
644
NWAM LLC
Washington
$700K +$11.5K +922 +2%
ACM
645
Alethea Capital Management
Washington
$699K +$694K +55,457 New
VT
646
Vise Technologies
New York
$686K -$31.1K -2,486 -4%
LNWWM
647
Laird Norton Wetherby Wealth Management
California
$682K -$2.42K -193 -0.4%
SPA
648
Sentinel Pension Advisors
Massachusetts
$678K +$9.39K +750 +1%
OAM
649
Occidental Asset Management
California
$675K -$542K -43,277 -45%
PWP
650
Pursue Wealth Partners
California
$668K -$438K -35,000 -40%
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