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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1051
Hillcrest Wealth Advisors
New Jersey
$1.82M -$680K -3,100 -30%
AWM
1052
Aries Wealth Management
Maine
$1.81M – – –
MFG
1053
MidWestOne Financial Group
Iowa
$1.81M -$123K -559 -7%
WAM
1054
Worth Asset Management
Texas
$1.81M +$1.01M +4,614 +192%
PFGIA
1055
Patriot Financial Group Insurance Agency
Massachusetts
$1.8M +$53.8K +245 +4%
AUB
1056
Atlantic Union Bankshares
Virginia
$1.8M +$1.17M +5,337 +320%
IC
1057
Iconiq Capital
California
$1.78M +$243K +1,108 +19%
SCI
1058
Stableford Capital II
Arizona
$1.77M -$212K -964 -13%
BAM
1059
Byrne Asset Management
New Jersey
$1.77M -$262K -1,196 -15%
AWA
1060
Aaron Wealth Advisors
Illinois
$1.77M +$237K +1,082 +19%
ICM
1061
IMS Capital Management
Oregon
$1.75M +$1.13M +5,171 +317%
KP
1062
Keel Point
Alabama
$1.74M +$265K +1,206 +22%
EW
1063
Evoke Wealth
California
$1.74M +$667K +3,042 +81%
WA
1064
WealthTrust Axiom
Pennsylvania
$1.74M -$27.4K -125 -2%
PCM
1065
Parsons Capital Management
Rhode Island
$1.74M -$27.4K -125 -2%
SAM
1066
Smartleaf Asset Management
Massachusetts
$1.73M -$315K -1,436 -17%
QC
1067
Quent Capital
New York
$1.73M +$17.1K +78 +1%
SC
1068
Schulhoff & Co
Ohio
$1.72M -$54K -246 -4%
CA
1069
Cullinan Associates
Kentucky
$1.72M – – –
AO
1070
Advisor OS
Illinois
$1.72M +$62.3K +284 +4%
WI
1071
WrapManager Inc
California
$1.71M -$315K -1,434 -18%
HCM
1072
Highview Capital Management
Illinois
$1.71M +$62.1K +283 +4%
MMPW
1073
Mitchell McLeod Pugh & Williams
Alabama
$1.71M +$35.1K +160 +2%
AWA
1074
Arete Wealth Advisors
Illinois
$1.7M +$7.68K +35 +0.5%
SW
1075
Simplicity Wealth
New Jersey
$1.7M +$840K +3,826 +138%
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