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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1951
Provence Wealth Management Group
California
$661K -$9.01K -24 -1%
WAAG
1952
Wealth Alliance Advisory Group
Kansas
$660K -$267K -712 -30%
AIM
1953
Acropolis Investment Management
Missouri
$660K +$9.76K +26 +2%
CFSG
1954
Clark Financial Services Group
Missouri
$658K -$10.1K -27 -2%
TAM
1955
Taurus Asset Management
New York
$658K -$26.3K -70 -4%
DI
1956
Diligent Investors
California
$657K – – –
DAC
1957
Dividend Assets Capital
South Carolina
$657K – – –
CCMG
1958
Clark Capital Management Group
Pennsylvania
$656K -$119K -316 -16%
SAM
1959
SP Asset Management
California
$655K +$26.3K +70 +4%
BS
1960
Bessemer Securities
New York
$655K -$206K -550 -25%
SL
1961
Salomon & Ludwin
Virginia
$654K – – –
GWM
1962
GSB Wealth Management
Connecticut
$652K +$338K +900 +119%
SWP
1963
Strategic Wealth Partners
Ohio
$652K +$381K +1,016 +159%
IGWM
1964
ICA Group Wealth Management
Colorado
$651K +$28.1K +75 +5%
AWM
1965
Absher Wealth Management
North Carolina
$650K +$24.8K +66 +4%
TIM
1966
Tevis Investment Management
Texas
$649K – – –
FFAM
1967
Forge First Asset Management
Canada
$648K -$1.07M -2,850 -63%
EP
1968
Eudaimonia Partners
Tennessee
$648K -$17.6K -47 -3%
TNA
1969
True North Advisors
Texas
$646K +$285K +759 +86%
CWA
1970
Clarity Wealth Advisors
California
$643K -$1.88K -5 -0.3%
RFA
1971
Resurgent Financial Advisors
Georgia
$643K -$15.4K -41 -2%
VWM
1972
Vigilare Wealth Management
Arizona
$642K +$750 +2 +0.1%
SC
1973
Sonen Capital
California
$642K -$129K -345 -17%
GFS
1974
GYL Financial Synergies
Connecticut
$642K +$92.7K +247 +18%
SPWG
1975
Syntegra Private Wealth Group
Missouri
$641K +$1.5K +4 +0.2%
77 78
79
80 81