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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1401
Lyell Wealth Management
California
$244K -$7.5K -30 -3%
CAC
1402
Certified Advisory Corp
Florida
$244K +$211K +842 New
TSWM
1403
Triangle Securities Wealth Management
North Carolina
$244K -$20K -80 -9%
VV
1404
Verity & Verity
South Carolina
$243K – – –
RIM
1405
Reliant Investment Management
Tennessee
$243K -$6.25K -25 -3%
HH
1406
Hilltop Holdings
Texas
$243K +$209K +837 New
SIA
1407
Soltis Investment Advisors
Utah
$241K +$4.25K +17 +2%
EAM
1408
Evanson Asset Management
California
$240K – – –
FPCP
1409
Fort Point Capital Partners
California
$240K – – –
FMI
1410
F/M Investments
District of Columbia
$240K +$751 +3 +0.4%
ML
1411
McAdam LLC
Pennsylvania
$239K +$206K +825 New
TA
1412
TFB Advisors
Kansas
$238K +$228K +913 New
EWM
1413
EPG Wealth Management
Georgia
$238K +$205K +821 New
IAMOG
1414
Investors Asset Management of Georgia
Georgia
$238K – – –
FWP
1415
Falcon Wealth Planning
California
$236K -$37.3K -149 -15%
BFM
1416
Boston Financial Management
Massachusetts
$236K – – –
BP
1417
BBR Partners
New York
$236K +$250 +1 +0.1%
CPIA
1418
Cornell Pochily Investment Advisors
New York
$235K +$203K +812 New
RPCONE
1419
Retirement Planning Company of New England
Rhode Island
$234K -$4.75K -19 -2%
MWM
1420
Merriman Wealth Management
Washington
$233K +$200K +801 New
LAM
1421
L2 Asset Management
Massachusetts
$233K +$201K +803 New
EFSCE
1422
Enterprise Financial Services Corp (EFSC)
Missouri
$232K -$4.75K -19 -2%
BAM
1423
Bellevue Asset Management
Washington
$232K +$250 +1 +0.1%
CM
1424
CastleKnight Management
New York
$232K -$600K -2,400 -75%
AT
1425
Avalon Trust
New Mexico
$232K – – –
55 56
57
58 59