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GL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
476
Berkeley Capital Partners
Georgia
$281K +$4.54K +29 +2%
MWM
477
Moran Wealth Management
Florida
$281K +$246K +1,570 New
SWM
478
Spire Wealth Management
Virginia
$280K – – –
DS
479
DRW Securities
Illinois
$274K -$3.2M -20,469 -93%
PAG
480
Paladin Advisory Group
Iowa
$271K – – –
AWM
481
Accurate Wealth Management
Florida
$270K +$236K +1,507 New
RIG
482
RiverFront Investment Group
Virginia
$269K +$235K +1,504 New
CL
483
COWA LLC
Oklahoma
$268K – – –
AWM
484
Ariadne Wealth Management
California
$266K +$1.72K +11 +0.7%
PAM
485
Panagora Asset Management
Massachusetts
$262K – – –
MGP
486
Metis Global Partners
California
$261K -$9.23K -59 -4%
ECM
487
Evergreen Capital Management
Washington
$256K +$224K +1,434 New
KWA
488
Kingswood Wealth Advisors
California
$256K +$224K +1,433 New
GT
489
Greenleaf Trust
Michigan
$255K +$223K +1,425 New
AC
490
AlphaCore Capital
California
$253K +$149K +955 +208%
CCA
491
Checchi Capital Advisers
California
$252K +$221K +1,410 New
PIM
492
Penobscot Investment Management
Massachusetts
$250K +$219K +1,400 New
PCMC
493
Paragon Capital Management (Colorado)
Colorado
$248K +$217K +1,388 New
AG
494
Ascent Group
Virginia
$247K +$217K +1,385 New
AWM
495
Axxcess Wealth Management
California
$246K +$216K +1,379 New
AWM
496
AE Wealth Management
Kansas
$246K +$216K +1,377 New
GWMR
497
GC Wealth Management RIA
Massachusetts
$246K -$24.7K -158 -10%
CIAS
498
CFS Investment Advisory Services
New Jersey
$244K – – –
OS
499
Objectivity Squared
South Carolina
$242K +$212K +1,356 New
LAM
500
Longboard Asset Management
Arizona
$242K +$212K +1,354 New
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