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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1801
Robertson Stephens Wealth Management
California
$746K +$221K +4,255 +42%
TCWM
1802
Total Clarity Wealth Management
Illinois
$745K -$15.5K -298 -2%
FBFS
1803
First Business Financial Services
Wisconsin
$745K +$26K +500 +4%
WGA
1804
Weather Gauge Advisory
Virginia
$744K +$14.5K +279 +2%
CAM
1805
Cozad Asset Management
Illinois
$744K +$49.3K +948 +7%
ACA
1806
Affinity Capital Advisors
California
$742K -$149K -2,874 -17%
CFS
1807
CRA Financial Services
New Jersey
$742K +$127K +2,435 +20%
CMA
1808
Cedar Mountain Advisors
Oregon
$741K -$7.17K -138 -1%
BRG
1809
Bay Rivers Group
Virginia
$741K +$116K +2,237 +19%
CC
1810
Claybrook Capital
Massachusetts
$738K -$52K -1,000 -7%
AW
1811
Alpha Windward
Massachusetts
$733K +$159K +3,063 +28%
RIM
1812
Rampart Investment Management
Connecticut
$731K -$2.83M -54,521 -79%
KWMG
1813
King Wealth Management Group
Florida
$731K -$257K -4,946 -26%
AIM
1814
Alhambra Investment Management
Florida
$731K +$7.54K +145 +1%
PFGIA
1815
Patriot Financial Group Insurance Agency
Massachusetts
$731K +$63.7K +1,225 +9%
HWA
1816
Heritage Wealth Advisors
Virginia
$729K +$93.9K +1,807 +15%
OMC
1817
Old Mission Capital
Illinois
$727K +$730K +14,045 New
B
1818
Brightworth
Georgia
$726K +$71.6K +1,378 +11%
MAM
1819
Morse Asset Management
Connecticut
$725K -$2.33M -44,879 -76%
DLCIG
1820
D.L. Carlson Investment Group
New Hampshire
$723K -$58.9K -1,133 -8%
W
1821
WealthStone
Ohio
$723K +$467K +8,990 +181%
WMA
1822
Wealth Management Associates
New Jersey
$720K +$46.4K +892 +7%
CWM
1823
Chronos Wealth Management
Florida
$720K -$151K -2,909 -17%
GWCM
1824
Godshalk Welsh Capital Management
Pennsylvania
$716K +$40.3K +775 +6%
WWM
1825
Western Wealth Management
Colorado
$713K -$90.3K -1,737 -11%
71 72
73
74 75