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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Aries Wealth Management
Maine
$950K +$32.5K +75 +4%
TCA
1052
Transcend Capital Advisors
New Jersey
$950K -$4.33K -10 -0.5%
KIA
1053
Knollwood Investment Advisory
Maryland
$947K – – –
BIP
1054
Blueprint Investment Partners
North Carolina
$947K +$148K +341 +20%
HW
1055
Hancock Whitney
Mississippi
$941K -$118K -272 -12%
ECM
1056
Exchange Capital Management
Michigan
$935K – – –
WAG
1057
Windsor Advisory Group
Ohio
$935K +$5.63K +13 +0.7%
SCI
1058
Stableford Capital II
Arizona
$932K -$57.2K -132 -6%
TIA
1059
Trust Investment Advisors
Indiana
$930K -$2.17K -5 -0.2%
RCA
1060
Resonant Capital Advisors
Wisconsin
$930K +$118K +272 +16%
CC
1061
Centiva Capital
New York
$929K -$465K -1,075 -35%
USGIU
1062
U.S. Global Investors (USGI)
Texas
$929K – – –
MFA
1063
Mayflower Financial Advisors
Massachusetts
$922K +$102K +235 +13%
CCM
1064
Cohen Capital Management
California
$916K +$52.8K +122 +7%
CA
1065
Continuum Advisory
Idaho
$914K -$89.2K -206 -9%
MADR
1066
Milestones Administradora de Recursos
Brazil
$905K -$844K -1,950 -50%
WSTAM
1067
Wilbanks Smith & Thomas Asset Management
Virginia
$903K +$5.63K +13 +0.7%
DAS
1068
Diversify Advisory Services
Utah
$901K +$842K +1,944 New
EWM
1069
Empirical Wealth Management
Washington
$891K -$93.1K -215 -10%
CIA
1070
Concurrent Investment Advisors
Florida
$885K -$329K -759 -28%
ACP
1071
Arcus Capital Partners
Georgia
$883K +$136K +314 +20%
WAP
1072
Wealthcare Advisory Partners
Pennsylvania
$882K +$234K +541 +40%
MWM
1073
MorganRosel Wealth Management
Colorado
$874K +$27.7K +64 +4%
BMC
1074
Beaton Management Company
Massachusetts
$874K +$866 +2 +0.1%
DAC
1075
Dividend Assets Capital
South Carolina
$872K -$866 -2 -0.1%
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