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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
4051
Tolleson Wealth Management
Texas
$2.49M +$122K +288 +5%
MTC
4052
Matrix Trust Company
Colorado
$2.49M +$122K +289 +5%
HP
4053
Holistic Planning
Texas
$2.49M – – –
CAM
4054
Campion Asset Management
Virginia
$2.49M – – –
OAJ
4055
Ogorek Anthony Joseph
New York
$2.48M +$299K +707 +15%
MAM
4056
Mainsail Asset Management
Alabama
$2.48M +$1.69K +4 +0.1%
DF
4057
Dunhill Financial
United Kingdom
$2.48M +$740K +1,752 +46%
1IA
4058
1620 Investment Advisors
Massachusetts
$2.47M +$4.65K +11 +0.2%
SDAM
4059
Shulman DeMeo Asset Management
New York
$2.47M -$5.49K -13 -0.2%
VIA
4060
Virtus Investment Advisers
Connecticut
$2.47M -$836K -1,979 -26%
PWA
4061
PCG Wealth Advisors
Kansas
$2.47M +$380K +900 +19%
ONGA
4062
O'Neil Global Advisors
California
$2.46M +$1.73M +4,100 +293%
SGWM
4063
Sterling Group Wealth Management
California
$2.45M +$2.32M +5,492 New
GSAM
4064
Grant Street Asset Management
Pennsylvania
$2.45M +$1.69K +4 +0.1%
KWAG
4065
Kiely Wealth Advisory Group
North Carolina
$2.45M +$113K +267 +5%
RWMH
4066
Riverpoint Wealth Management Holdings
Illinois
$2.45M +$3.8K +9 +0.2%
MWM
4067
MorganRosel Wealth Management
Colorado
$2.44M -$108K -256 -4%
EWS
4068
Eagle Wealth Strategies
New Jersey
$2.44M +$49K +116 +2%
MAG
4069
M3 Advisory Group
Massachusetts
$2.43M +$401K +949 +21%
AC
4070
Amitell Capital
Singapore
$2.43M +$1.73M +4,107 +307%
CWM
4071
Cedar Wealth Management
California
$2.43M -$136K -322 -6%
OWM
4072
Orgel Wealth Management
Wisconsin
$2.43M +$8.87K +21 +0.4%
LFGO
4073
Legacy Financial Group (Oklahoma)
Oklahoma
$2.43M -$15.2K -36 -0.7%
IWA
4074
Inspirion Wealth Advisors
Illinois
$2.43M +$152K +360 +7%
TPWM
4075
Twelve Points Wealth Management
Massachusetts
$2.43M -$94.6K -224 -4%
161 162
163
164 165