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Name Holding Trade Value Shares
Change 		Change in
Stake
OS
976
Objectivity Squared
South Carolina
$450K +$515K +9,070 New
FHC
977
First Heartland Consultants
Missouri
$450K +$59.5K +1,047 +13%
AM
978
Atwater Malick
Pennsylvania
$449K -$852 -15 -0.2%
TVPW
979
Third View Private Wealth
Connecticut
$449K +$513K +9,034 New
KAM
980
KEB Asset Management
Illinois
$448K +$512K +9,015 New
LIM
981
Leavell Investment Management
Alabama
$447K -$120K -2,110 -19%
SPC
982
Sigma Planning Corp
Michigan
$446K +$199K +3,500 +60%
MIM
983
Moseley Investment Management
Florida
$445K +$7.67K +135 +2%
DC
984
Destiny Capital
Colorado
$443K +$161K +2,828 +46%
VFP
985
Verus Financial Partners
Virginia
$442K – – –
TFA
986
Teamwork Financial Advisors
Texas
$441K -$11.5K -202 -2%
BDF
987
Black Diamond Financial
Maryland
$441K -$32.4K -570 -6%
VWM
988
Vivid Wealth Management
Iowa
$441K +$110K +1,935 +28%
CCP
989
Cushing Capital Partners
Wisconsin
$440K +$39.1K +689 +8%
AC
990
ASB Consultores
Florida
$440K +$463K +8,150 New
CWA
991
CJM Wealth Advisers
Virginia
$440K +$273K +4,812 +119%
NVCHI
992
New Vernon Capital Holdings II
New Jersey
$440K -$145K -2,553 -22%
IPAM
993
Investment Partners Asset Management
New Jersey
$440K +$33.5K +590 +7%
MBWA
994
Marin Bay Wealth Advisors
California
$438K +$501K +8,827 New
PFP
995
Paragon Financial Partners
California
$437K +$500K +8,800 New
WH
996
Willner & Heller
California
$436K +$499K +8,786 New
OWA
997
OakTrust Wealth Advisors
Connecticut
$436K +$498K +8,774 New
MCA
998
Magnolia Capital Advisors
Mississippi
$435K -$65.8K -1,159 -12%
SCS
999
Southern Capital Services
Alabama
$434K +$496K +8,734 New
AFA
1000
Amicus Financial Advisors
Texas
$433K +$496K +8,729 New
38 39
40
41 42