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Name Holding Trade Value Shares
Change
Change in
Stake
CUAMC
1201
China Universal Asset Management Company
China
$3.83M +$2.64M +22,595 +320%
ADBIC
1202
A.D. Beadell Investment Counsel
Wisconsin
$3.82M -$35K -299 -1%
DWM
1203
Diversify Wealth Management
Utah
$3.81M +$299K +2,558 +10%
DAS
1204
Diversify Advisory Services
Utah
$3.81M +$3.41M +29,135 New
RCAG
1205
Rehmann Capital Advisory Group
Michigan
$3.81M +$53K +453 +2%
BC
1206
Broadwater Capital
Massachusetts
$3.8M -$29.3K -250 -0.8%
WKWM
1207
Walter & Keenan Wealth Management
Indiana
$3.79M +$6.32K +54 +0.2%
PIWA
1208
Prevail Innovative Wealth Advisors
Kansas
$3.79M +$1.07M +9,145 +45%
CBT
1209
Central Bank & Trust
Kentucky
$3.78M +$21.8K +186 +0.6%
BRWA
1210
B. Riley Wealth Advisors
Florida
$3.78M -$215K -1,838 -6%
SC
1211
Syon Capital
California
$3.77M +$432K +3,692 +14%
VWM
1212
VCI Wealth Management
Missouri
$3.77M +$94.7K +809 +3%
CCM
1213
Chilton Capital Management
Texas
$3.77M +$11.1K +95 +0.3%
EFM
1214
E Fund Management
China
$3.77M +$105K +897 +3%
GC
1215
Gould Capital
Washington
$3.76M +$26.8K +229 +0.8%
PRP
1216
Peak Retirement Planning
Ohio
$3.76M +$895K +7,649 +35%
GWM
1217
Glass Wealth Management
Texas
$3.74M +$54.4K +465 +2%
AAS
1218
Ameritas Advisory Services
Nebraska
$3.74M +$1.12M +9,540 +49%
IB
1219
Intrust Bank
Kansas
$3.73M +$74K +632 +2%
TCWA
1220
Turtle Creek Wealth Advisors
Texas
$3.72M +$259K +2,215 +8%
LFA
1221
Legacy Financial Advisors
Kentucky
$3.72M +$96.9K +828 +3%
DP
1222
Dearborn Partners
Illinois
$3.72M -$717K -6,122 -17%
ISWM
1223
Independent Solutions Wealth Management
New York
$3.71M -$16.2K -138 -0.5%
WAM
1224
Werlinich Asset Management
Connecticut
$3.71M – – –
WETS
1225
Wealth Enhancement Trust Services
South Dakota
$3.7M -$691K -5,906 -17%