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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1051
Dakota Wealth Management
Florida
$240K +$21K +69 +9%
BCFD
1052
Boit C.F. David
$238K – – –
CAM
1053
Cozad Asset Management
Illinois
$238K – – –
CIP
1054
Convergence Investment Partners
Florida
$236K -$66K -217 -21%
NL
1055
NWAM LLC
Washington
$236K -$17K -56 -7%
MCM
1056
McMillion Capital Management
North Carolina
$235K – – –
IC
1057
Intersect Capital
California
$233K -$12.8K -42 -5%
PWM
1058
Palumbo Wealth Management
New York
$232K -$20.1K -66 -8%
FMW
1059
Farr Miller & Washington
District of Columbia
$232K – – –
OFG
1060
Oxford Financial Group
Indiana
$231K +$239K +787 New
BA
1061
Bluesphere Advisors
Pennsylvania
$227K – – –
MWM
1062
Mission Wealth Management
California
$227K +$235K +774 New
CAM
1063
Concorde Asset Management
Michigan
$226K – – –
JWCA
1064
J.W. Coons Advisors
Ohio
$226K – – –
TCA
1065
Transcend Capital Advisors
New Jersey
$226K +$217K +713 New
BWM
1066
BigSur Wealth Management
Florida
$225K – – –
IBOK
1067
Independence Bank of Kentucky
Kentucky
$224K +$103K +338 +80%
RIA
1068
Realta Investment Advisors
Delaware
$223K -$61.1K -201 -21%
SDJVC
1069
St. Denis J. Villere & Co
Louisiana
$223K – – –
LFA
1070
Legacy Financial Advisors
Kentucky
$223K +$231K +759 New
IAIM
1071
International Assets Investment Management
Florida
$223K +$231K +760 New
JWM
1072
Janiczek Wealth Management
Colorado
$222K +$51.7K +170 +29%
GSWM
1073
Golden State Wealth Management
California
$221K – – –
RHBC
1074
R.H. Bluestein & Co
Michigan
$220K -$76K -250 -25%
AWM
1075
Atticus Wealth Management
Florida
$220K – – –
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