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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1101
Dakota Wealth Management
Florida
$286K +$1.94K +6 +0.7%
BEAM
1102
Baker Ellis Asset Management
Washington
$284K – – –
LFA
1103
Legacy Financial Advisors
Kentucky
$283K +$18.5K +57 +8%
CAM
1104
Cozad Asset Management
Illinois
$281K – – –
MFG
1105
Menard Financial Group
Texas
$277K -$38.9K -120 -13%
BCFD
1106
Boit C.F. David
$277K – – –
CFO
1107
CVA Family Office
Colorado
$277K +$194K +600 +300%
SWM
1108
SeaCrest Wealth Management
New York
$276K -$6.8K -21 -3%
IC
1109
Intersect Capital
California
$276K +$972 +3 +0.4%
MFG
1110
Mission Financial Group
Nevada
$275K +$209K +646 New
PWM
1111
Palumbo Wealth Management
New York
$275K +$324 +1 +0.1%
WDA
1112
Wendell David Associates
New Hampshire
$272K +$255K +786 New
USCWA
1113
U.S. Capital Wealth Advisors
Texas
$271K -$36K -111 -12%
RDWM
1114
Red Door Wealth Management
Tennessee
$269K +$252K +778 New
BA
1115
Bluesphere Advisors
Pennsylvania
$268K – – –
OFG
1116
Oxford Financial Group
Indiana
$266K -$5.83K -18 -2%
CAM
1117
Concorde Asset Management
Michigan
$266K -$648 -2 -0.3%
IBOK
1118
Independence Bank of Kentucky
Kentucky
$266K +$1.62K +5 +0.7%
RCG
1119
Rock Creek Group
District of Columbia
$266K +$21.4K +66 +9%
BEI
1120
Benjamin Edwards Inc
Missouri
$266K +$172K +532 +224%
GG
1121
Greenwood Gearhart
Arkansas
$266K +$249K +768 New
SDJVC
1122
St. Denis J. Villere & Co
Louisiana
$264K – – –
BJL
1123
Brighton Jones LLC
Washington
$264K +$247K +762 New
RIA
1124
Realta Investment Advisors
Delaware
$263K -$324 -1 -0.1%
CL
1125
CPWM LLC
Washington
$263K – – –
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