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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1626
Baldwin Wealth Partners
Massachusetts
$551K -$14.1K -50 -3%
MOS
1627
MGO One Seven
Ohio
$551K +$9.87K +35 +2%
SFWA
1628
Summit Financial Wealth Advisors
Louisiana
$548K -$24.2K -86 -5%
EPWM
1629
Essex Private Wealth Management
Massachusetts
$548K +$518K +1,838 New
CMI
1630
Clare Market Investments
Texas
$548K -$37.5K -133 -7%
FI
1631
FormulaFolio Investments
Michigan
$547K +$14.1K +50 +3%
B
1632
Bridgeworth
Alabama
$546K -$6.77K -24 -1%
CM
1633
Capula Management
Cayman Islands
$544K -$5.91M -20,960 -92%
FSA
1634
Financial Sense Advisors
California
$544K +$282 +1 +0.1%
BSPF
1635
British Steel Pension Fund
United Kingdom
$542K – – –
MWM
1636
Meridian Wealth Management
Kentucky
$542K +$12.7K +45 +3%
SAM
1637
Symphony Asset Management
California
$541K – – –
OAM
1638
Optimal Asset Management
California
$538K +$508K +1,802 New
WP
1639
WealthSource Partners
California
$535K -$11K -39 -2%
MC
1640
Miles Capital
Iowa
$535K -$282 -1 -0.1%
SWA
1641
Sutton Wealth Advisors
Florida
$534K – – –
AB
1642
Atlas Brown
Kentucky
$528K +$2.26K +8 +0.5%
PFA
1643
Professional Financial Advisors
Nebraska
$528K +$498K +1,768 New
LFA
1644
Legacy Financial Advisors
Kentucky
$525K +$3.38K +12 +0.7%
RWM
1645
Ritholtz Wealth Management
New York
$525K +$104K +369 +27%
OAM
1646
Oberweis Asset Management
Illinois
$524K -$39.5K -140 -7%
AWM
1647
Alterna Wealth Management
Texas
$520K -$36.4K -129 -7%
RZH
1648
Relyea Zuckerberg Hanson
Connecticut
$520K +$491K +1,741 New
BCM
1649
Beck Capital Management
Texas
$517K -$107K -380 -18%
SNBOSCI
1650
Security National Bank of Sioux City Iowa
Iowa
$517K – – –
64 65
66
67 68