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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
1001
Waterfront Wealth
Kansas
$137K – – –
ETC
1002
Exchange Traded Concepts
Oklahoma
$137K +$11.3K +991 +10%
RWM
1003
Ritholtz Wealth Management
New York
$137K +$42.1K +3,678 +49%
KCM
1004
Kennedy Capital Management
Missouri
$137K +$128K +11,216 New
PWM
1005
Prentice Wealth Management
New York
$136K +$127K +11,125 New
PP
1006
Professional Planning
California
$136K +$128K +11,177 New
FPFS
1007
First Personal Financial Services
North Carolina
$135K – – –
ACP
1008
Aveo Capital Partners
Colorado
$134K +$126K +10,979 New
OAJ
1009
Ogorek Anthony Joseph
New York
$133K – – –
LIA
1010
LBMC Investment Advisors
Tennessee
$133K +$5.78K +505 +5%
CWA
1011
Canvas Wealth Advisors
Kansas
$133K +$123K +10,761 New
LFF
1012
Level Four Financial
Texas
$132K -$146K -12,741 -54%
AA
1013
Apriem Advisors
California
$132K +$123K +10,755 New
LWA
1014
Lineweaver Wealth Advisors
Ohio
$132K +$124K +10,832 New
TWA
1015
TCI Wealth Advisors
Arizona
$131K +$12.6K +1,102 +11%
KPW
1016
Kore Private Wealth
New York
$130K -$29.8K -2,607 -20%
CAG
1017
Crestwood Advisors Group
Massachusetts
$130K +$4.49K +392 +4%
WT
1018
Whittier Trust
California
$130K +$102K +8,940 +526%
SAF
1019
Smith Anglin Financial
Texas
$130K +$122K +10,643 New
IIA
1020
IPG Investment Advisors
California
$130K +$121K +10,600 New
ATPW
1021
Ashton Thomas Private Wealth
Arizona
$130K +$121K +10,589 New
XF
1022
XML Financial
Maryland
$129K -$15.7K -1,375 -12%
VCM
1023
Verde Capital Management
Michigan
$129K +$120K +10,511 New
CL
1024
CPWM LLC
Washington
$129K +$121K +10,543 New
WIM
1025
Westside Investment Management
California
$129K +$146K +12,745 +49%
39 40
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