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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2801
Beaird Harris Wealth Management
Texas
$37K -$7.69K -127 -18%
MWC
2802
MBM Wealth Consultants
Missouri
$34K – – –
RG
2803
Retirement Group
California
$34K – – –
CAM
2804
Costello Asset Management
Pennsylvania
$33.6K – – –
HWM
2805
Horizons Wealth Management
North Carolina
$32.6K – – –
OCM
2806
Osterweis Capital Management
California
$31.6K – – –
NC
2807
NewSquare Capital
Pennsylvania
$31.5K +$11.8K +195 +63%
BBPWM
2808
Blue Bell Private Wealth Management
Pennsylvania
$31.1K – – –
KFP
2809
KB Financial Partners
New Jersey
$31K – – –
ORAM
2810
One River Asset Management
Connecticut
$30.7K +$30K +496 New
WAM
2811
WFA Asset Management
Wisconsin
$29.9K – – –
PG
2812
Proffitt & Goodson
Tennessee
$29.6K – – –
WAM
2813
Wolverine Asset Management
Illinois
$29.5K -$1.64M -27,073 -98%
RWM
2814
Ruedi Wealth Management
Illinois
$28.6K -$7.87K -130 -22%
AW
2815
Avion Wealth
Texas
$28K +$121 +2 +0.4%
VWM
2816
Venturi Wealth Management
Texas
$25.4K +$24.8K +410 New
DWA
2817
Dougherty Wealth Advisers
Minnesota
$24.8K – – –
KC
2818
Kenfarb & Co
Kentucky
$24.8K – – –
NMG
2819
New Millennium Group
Utah
$24.7K – – –
KM
2820
Kalos Management
Georgia
$23K +$22.4K +370 New
2L
2821
25 LLC
Missouri
$22.6K +$21.4K +354 New
VF
2822
VitalStone Financial
Texas
$22K -$7.81K -129 -26%
RDIA
2823
RE Dickinson Investment Advisors
Iowa
$22K -$1.51K -25 -7%
HCM
2824
Horrell Capital Management
Arkansas
$22K – – –
DF
2825
DecisionPoint Financial
Arizona
$21.7K – – –
111 112
113
114 115