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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1901
Insight Wealth Strategies
California
$798K +$7.78K +34 +1%
CFA
1902
CWS Financial Advisors
Michigan
$797K +$1.15K +5 +0.2%
OIA
1903
Optimum Investment Advisors
Illinois
$795K +$18.3K +80 +3%
WA
1904
Wambolt & Associates
Colorado
$795K +$66.4K +290 +10%
FSC
1905
Full Sail Capital
Oklahoma
$793K -$891K -3,894 -57%
VCM
1906
Vivaldi Capital Management
Illinois
$792K +$196K +857 +44%
BCA
1907
Bay Colony Advisors
Massachusetts
$791K -$185K -809 -20%
MFT
1908
Moisand Fitzgerald Tamayo
Florida
$791K -$14.7K -64 -2%
LC
1909
LCNB Corp
Ohio
$789K -$12.4K -54 -2%
VA
1910
Valmark Advisers
Ohio
$788K -$22.7K -99 -3%
BFPW
1911
BOK Financial Private Wealth
Colorado
$784K -$74.2K -324 -9%
CFS
1912
Cannon Financial Strategists
Georgia
$784K +$1.6K +7 +0.2%
SHWM
1913
Smith & Howard Wealth Management
Georgia
$783K -$52.6K -230 -7%
PL
1914
Plancorp LLC
Missouri
$783K +$30.4K +133 +4%
HWA
1915
HHM Wealth Advisors
Tennessee
$783K +$74.9K +327 +12%
FIB
1916
First Interstate Bank
Montana
$782K -$12.4K -54 -2%
SMFS
1917
Squar Milner Financial Services
California
$781K -$86.3K -377 -11%
HFG
1918
Heron Financial Group
New York
$777K -$51K -223 -7%
TSW
1919
Thompson Siegel & Walmsley
Virginia
$776K +$37.1K +162 +6%
GBBWRPM
1920
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$775K -$46K -201 -6%
VC
1921
Voit & Company
Wisconsin
$775K +$4.12K +18 +0.6%
FDS
1922
Freedom Day Solutions
Texas
$775K +$231K +1,011 +49%
TW
1923
Towerpoint Wealth
California
$771K +$704K +3,076 New
GWS
1924
Glassman Wealth Services
Virginia
$768K +$22K +96 +3%
AW
1925
Alpha Windward
Massachusetts
$767K +$9.38K +41 +1%
75 76
77
78 79