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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
626
Western Wealth Management
Colorado
$548K +$151K +13,159 +34%
CIAS
627
Capital Investment Advisory Services
North Carolina
$546K -$117K -10,235 -17%
OFS
628
OneAscent Financial Services
Alabama
$545K +$590K +51,605 New
PI
629
PineBridge Investments
New York
$545K -$5.38M -469,864 -90%
LNWWM
630
Laird Norton Wetherby Wealth Management
California
$543K -$35.2K -3,076 -6%
LWAM
631
Legacy Wealth Asset Management
Minnesota
$542K +$17.7K +1,544 +3%
PCIA
632
Prime Capital Investment Advisors
Kansas
$539K -$25.2K -2,206 -4%
RIL
633
Rothschild Investment LLC
Illinois
$538K -$45.6K -3,983 -7%
BB
634
Burford Brothers
Texas
$536K +$3.13K +274 +0.5%
CG
635
Caprock Group
Idaho
$534K -$201K -17,526 -26%
HCA
636
Harbor Capital Advisors
Illinois
$534K +$2.77K +242 +0.5%
SPA
637
Sentinel Pension Advisors
Massachusetts
$531K +$355 +31 +0.1%
ICMM
638
Integrated Capital Management (Michigan)
Michigan
$529K +$573K +50,113 New
IBOK
639
Independence Bank of Kentucky
Kentucky
$529K +$203K +17,765 +55%
AIM
640
Aquila Investment Management
New York
$528K – – –
AAMC
641
Asset Allocation & Management Company
Illinois
$528K – – –
AAS
642
Ameritas Advisory Services
Nebraska
$525K -$178K -15,584 -24%
SLWA
643
San Luis Wealth Advisors
California
$524K +$320K +27,997 +129%
SIG
644
Stonegate Investment Group
Alabama
$522K -$412 -36 -0.1%
MIA
645
MMBG Investment Advisors
Florida
$520K – – –
LFA
646
Legacy Financial Advisors
Kentucky
$517K +$73.9K +6,457 +15%
BCP
647
Blue Chip Partners
Michigan
$517K -$16.8K -1,466 -3%
CWM
648
Cedar Wealth Management
California
$510K -$102K -8,900 -16%
CWA
649
Centennial Wealth Advisory
Michigan
$507K +$30.9K +2,704 +6%
SSG
650
Summit Securities Group
New York
$506K -$406K -35,500 -43%
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