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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
501
Davis Capital Management
Florida
$321 +$308 +22 New
HIA
502
HFM Investment Advisors
New Jersey
$293 +$280 +20 New
DRP
503
Decker Retirement Planning
Utah
$226 +$210 +15 New
EP
504
Essential Partners
California
$219 -$575K -41,140 -100%
AWM
505
Activest Wealth Management
Florida
$219 +$210 +15 New
PWA
506
Principia Wealth Advisory
Texas
$205 -$126 -9 -39%
KFI
507
Key Financial Inc
Pennsylvania
$190 – – –
BHWM
508
Bay Harbor Wealth Management
Maryland
$190 +$182 +13 New
CCWM
509
Cassaday & Co Wealth Management
Virginia
$176 -$699 -50 -81%
BHWM
510
Beaird Harris Wealth Management
Texas
$176 – – –
CA
511
Clearstead Advisors
Ohio
$176 +$168 +12 New
HHGA
512
Halbert Hargrove Global Advisors
California
$160 +$154 +11 New
CFD
513
Creative Financial Designs
Indiana
$146 – – –
LI
514
LRI Investments
Florida
$88 +$84 +6 New
WETS
515
Wealth Enhancement Trust Services
South Dakota
$73 +$70 +5 New
DF
516
DecisionPoint Financial
Arizona
$60 +$56 +4 New
DPW
517
DiNuzzo Private Wealth
Pennsylvania
$59 +$56 +4 New
HC
518
Hurley Capital
New York
$44 – – –
TFA
519
Transamerica Financial Advisors
Florida
$43 +$14 +1 +50%
DFA
520
DHJJ Financial Advisors
Illinois
$30 – – –
MCA
521
Maryland Capital Advisors
Maryland
$30 +$28 +2 New
VNA
522
Valley National Advisers
Pennsylvania
$30 +$28 +2 New
PS
523
Planning Strategies
Pennsylvania
$29 +$28 +2 New
DWM
524
Darwin Wealth Management
Florida
$9 – – –
AL
525
Appaloosa LP
New Jersey
– -$35.9M -2,700,000 Closed