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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1501
Chemistry Wealth Management
New York
$333K -$10.1K -415 -4%
KAM
1502
Knightsbridge Asset Management
California
$333K +$241K +9,931 New
BFA
1503
Beacon Financial Advisory
Ohio
$331K +$3.75K +155 +2%
KP
1504
Keel Point
Alabama
$331K +$2.47K +102 +1%
IAS
1505
Integrity Advisory Solutions
Texas
$331K +$239K +9,852 New
M1FG
1506
Mach-1 Financial Group
Arkansas
$331K +$239K +9,852 New
SDAM
1507
Shulman DeMeo Asset Management
New York
$330K -$28.6K -1,180 -11%
MSA
1508
Marino Stram & Associates
Massachusetts
$328K – – –
PAA
1509
Peregrine Asset Advisers
Oregon
$328K +$775 +32 +0.3%
G
1510
GenTrust
Florida
$328K +$237K +9,785 New
KLCM
1511
KG&L Capital Management
Louisiana
$328K +$23.8K +982 +11%
ANBT
1512
American National Bank & Trust
Texas
$328K – – –
OFW
1513
Omnia Family Wealth
Florida
$328K -$1.09K -45 -0.5%
IAN
1514
Integrated Advisors Network
Texas
$327K +$7.03K +290 +3%
FVWA
1515
Foster Victor Wealth Advisors
South Carolina
$327K +$6.47K +267 +3%
CFG
1516
Carter Financial Group
Illinois
$327K -$24.4K -1,006 -9%
UBG
1517
United Bank (Georgia)
Georgia
$326K +$14.2K +585 +6%
HA
1518
Herold Advisors
New York
$326K -$111K -4,602 -32%
SF
1519
Symphony Financial
Texas
$324K +$234K +9,676 New
PFT
1520
Providence First Trust
Arizona
$324K – – –
NGA
1521
Naples Global Advisors
Florida
$323K -$120K -4,936 -34%
WAL
1522
W Advisors LLC
Tennessee
$322K – – –
DAS
1523
Diversify Advisory Services
Utah
$322K +$198K +8,160 New
TAFW
1524
Tred Avon Family Wealth
Maryland
$321K +$232K +9,571 New
BFO
1525
Biltmore Family Office
North Carolina
$321K -$20K -824 -8%
59 60
61
62 63