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Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
2276
1900 Wealth Management
Texas
$208K – – –
CA
2277
Crewe Advisors
Utah
$207K – – –
FA
2278
Fermata Advisors
California
$205K -$364 -1 -0.2%
BDF
2279
Black Diamond Financial
Maryland
$205K – – –
RCM
2280
RNC Capital Management
California
$204K +$14.5K +40 +7%
HR
2281
Hayden Royal
North Carolina
$203K -$199K -548 -48%
ACG
2282
Allen Capital Group
Nebraska
$203K -$51.3K -141 -19%
CPIA
2283
Cornell Pochily Investment Advisors
New York
$203K – – –
W
2284
Wealthquest
Ohio
$202K -$3.64K -10 -2%
XF
2285
XML Financial
Maryland
$201K +$210K +577 New
FRM
2286
Fox Run Management
Connecticut
$200K -$84.7K -233 -29%
PCA
2287
Providence Capital Advisors
North Carolina
$200K -$1.46K -4 -0.7%
LB
2288
Legacy Bridge
Iowa
$200K – – –
RFM
2289
Royal Fund Management
Florida
$200K +$210K +577 New
GFPC
2290
Global Financial Private Client
Florida
$197K – – –
HIM
2291
Hillsdale Investment Management
Ontario, Canada
$196K +$47.3K +130 +30%
VCM
2292
Versant Capital Management
Arizona
$191K -$364 -1 -0.2%
PA
2293
PSI Advisors
Florida
$188K +$196K +540 New
GWMIA
2294
Global Wealth Management Investment Advisory
Florida
$178K +$27.3K +75 +17%
WFA
2295
West Financial Advisors
Iowa
$174K – – –
CCA
2296
Column Capital Advisors
Indiana
$172K -$1.46K -4 -0.8%
SIC
2297
Salem Investment Counselors
North Carolina
$172K +$11.6K +32 +7%
AIM
2298
Acropolis Investment Management
Missouri
$170K -$45.5K -125 -20%
EWA
2299
Evolution Wealth Advisors
Florida
$169K +$24K +66 +16%
JGIA
2300
Jackson Grant Investment Advisers
Connecticut
$168K – – –
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