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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1801
Wambolt & Associates
Colorado
$523K -$166K -3,307 -25%
SIM
1802
SSI Investment Management
California
$523K -$201 -4 -0%
IA
1803
Insight Advisors
Pennsylvania
$523K +$105K +2,080 +27%
GC
1804
Gilbert & Cook
Iowa
$522K +$75.1K +1,493 +18%
KWMG
1805
King Wealth Management Group
Florida
$520K – – –
EFSCE
1806
Enterprise Financial Services Corp (EFSC)
Missouri
$517K -$2.72K -54 -0.5%
OQS
1807
Occudo Quantitative Strategies
Florida
$517K +$494K +9,810 New
1WA
1808
180 Wealth Advisors
Washington
$515K -$258K -5,120 -35%
WP
1809
WealthShield Partners
North Carolina
$514K -$1M -19,909 -67%
WA
1810
Wealth Alliance
New York
$514K -$126K -2,497 -20%
CWM
1811
Connecticut Wealth Management
Connecticut
$514K – – –
CCB
1812
Cutter & Co Brokerage
Missouri
$511K +$259K +5,150 +114%
DWM
1813
Dakota Wealth Management
Florida
$509K -$35.4K -704 -7%
BFA
1814
Beacon Financial Advisory
Ohio
$509K +$49.6K +986 +11%
MCM
1815
Maryland Capital Management
Maryland
$508K -$315K -6,263 -39%
KPWG
1816
KFA Private Wealth Group
Virginia
$508K +$81.2K +1,613 +20%
BWM
1817
Buckley Wealth Management
Nevada
$508K +$179K +3,548 +58%
ACA
1818
Aptus Capital Advisors
Alabama
$507K -$985K -19,578 -67%
SIGI
1819
Susquehanna International Group (Ireland)
Ireland
$507K +$484K +9,616 New
MCM
1820
Monument Capital Management
Virginia
$506K -$2.24M -44,468 -82%
VCAM
1821
Van Cleef Asset Management
Ohio
$506K +$41.8K +830 +9%
WW
1822
Westshore Wealth
California
$506K +$483K +9,602 New
BWM
1823
BCS Wealth Management
Tennessee
$504K +$158K +3,143 +49%
IA
1824
IFG Advisors
Missouri
$503K +$480K +9,538 New
DA
1825
DSC Advisors
Illinois
$497K +$474K +9,425 New
71 72
73
74 75