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Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
826
Root Financial Partners
California
$558K +$80.7K +1,027 +17%
LFG
827
Larson Financial Group
Missouri
$558K +$159K +2,026 +39%
HCM
828
Hollencrest Capital Management
California
$555K – – –
KAM
829
Knightsbridge Asset Management
California
$554K -$13.8K -175 -2%
XWL
830
XXI Wealth LLC
Illinois
$552K +$106K +1,343 +23%
CFP
831
Catalyst Financial Partners
Massachusetts
$549K +$22.3K +284 +4%
CIA
832
Capital Investment Advisors
Georgia
$549K +$38.9K +495 +7%
IAIM
833
International Assets Investment Management
Florida
$547K +$38.5K +490 +7%
IDA
834
Intelligence Driven Advisers
California
$547K -$393 -5 -0.1%
IFG
835
Independent Financial Group
California
$544K +$323K +4,117 +140%
ONB
836
Old National Bancorp
Indiana
$543K +$8.96K +114 +2%
MMA
837
Miracle Mile Advisors
California
$542K -$6.68K -85 -1%
SSC
838
Syverson Strege & Co
Iowa
$535K -$15.8K -201 -3%
FWM
839
Forza Wealth Management
Florida
$534K – – –
GI
840
Gradient Investments
Minnesota
$528K +$538K +6,848 New
TAM
841
Tocqueville Asset Management
New York
$526K +$35.3K +449 +7%
QFW
842
QTR Family Wealth
Florida
$521K +$68.7K +875 +15%
SP
843
SmartHarvest Portfolios
Washington
$519K +$123K +1,568 +30%
CIEC
844
Crédit Industriel et Commercial
France
$519K -$309K -3,930 -37%
LFAS
845
Level Four Advisory Services
Texas
$518K +$17.2K +219 +3%
NWM
846
Northwest Wealth Management
Iowa
$518K -$79 -1 -0%
GP
847
Gallo Partners
New Jersey
$518K +$528K +6,724 New
BPW
848
Bingham Private Wealth
California
$518K +$26.5K +337 +5%
PWM
849
Purus Wealth Management
California
$517K +$13.4K +170 +3%
JF
850
Jump Financial
Illinois
$512K -$17.6M -224,492 -97%
32 33
34
35 36