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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1576
WT Wealth Management
Arizona
$2.13M +$305K +930 +17%
SNBOSD
1577
Security National Bank of So Dak
Iowa
$2.13M -$276K -840 -11%
COF
1578
Capital One Financial
Virginia
$2.12M -$55.5K -169 -3%
WP
1579
WMS Partners
Maryland
$2.12M -$80.1K -244 -4%
AO
1580
Advisor OS
Illinois
$2.12M +$17.7K +54 +0.8%
FWA
1581
FOCUS Wealth Advisors
Texas
$2.12M +$58.1K +177 +3%
TNAM
1582
Terra Nova Asset Management
New York
$2.11M +$115K +349 +6%
CPC
1583
Congress Park Capital
New York
$2.11M -$6.24K -19 -0.3%
DBRC
1584
D.B. Root & Company
Pennsylvania
$2.1M -$28.6K -87 -1%
WP
1585
WealthSource Partners
California
$2.1M -$258K -786 -11%
FDS
1586
Freedom Day Solutions
Texas
$2.1M -$136K -415 -6%
WA
1587
WBH Advisory
Maryland
$2.1M +$32.5K +99 +2%
WCM
1588
Washburn Capital Management
Florida
$2.1M -$82.1K -250 -4%
SS
1589
Sunbelt Securities
Texas
$2.09M – – –
XF
1590
XML Financial
Maryland
$2.09M +$798K +2,430 +62%
PWPS
1591
Pinnacle Wealth Planning Services
Ohio
$2.08M +$14.1K +43 +0.7%
BEI
1592
Benjamin Edwards Inc
Missouri
$2.08M +$255K +776 +14%
CCM
1593
Cox Capital Management
Massachusetts
$2.08M +$9.85K +30 +0.5%
IFWM
1594
Institute for Wealth Management
Colorado
$2.08M +$138K +421 +7%
MFG
1595
Menard Financial Group
Texas
$2.07M +$47.6K +145 +2%
RWI
1596
Red Wave Investments
Pennsylvania
$2.06M -$5.91K -18 -0.3%
CFA
1597
Cahill Financial Advisors
Minnesota
$2.06M -$15.4K -47 -0.7%
FCM
1598
Fairbanks Capital Management
California
$2.06M +$44.3K +135 +2%
PBC
1599
Pavion Blue Capital
California
$2.06M -$169K -515 -8%
BDS
1600
Banco de Sabadell
Florida
$2.05M -$187K -569 -8%
62 63
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