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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
ETC
1076
Exchange Traded Concepts
Oklahoma
$549K +$380K +3,635 +220%
ARC
1077
Advisor Resource Council
Texas
$545K +$549K +5,251 New
MGWM
1078
Marks Group Wealth Management
Minnesota
$544K – – –
LA
1079
Legacy Advisors
Pennsylvania
$544K +$2.82K +27 +0.5%
OL
1080
Optas LLC
Texas
$543K +$18.4K +176 +3%
RWP
1081
RWA Wealth Partners
Massachusetts
$531K -$10.5M -100,257 -95%
IFWM
1082
Institute for Wealth Management
Colorado
$529K -$105 -1 -0%
1WA
1083
180 Wealth Advisors
Washington
$527K +$14.1K +135 +3%
HSA
1084
HBK Sorce Advisory
Pennsylvania
$525K -$10K -96 -2%
EFG
1085
Everhart Financial Group
Ohio
$524K +$11.1K +106 +2%
AA
1086
Axiom Advisory
California
$522K +$8.16K +78 +2%
APC
1087
Aspire Private Capital
North Carolina
$521K +$23.8K +228 +5%
SCM
1088
Sterling Capital Management
North Carolina
$519K +$524K +5,007 New
SPM
1089
Symmetry Peak Management
Pennsylvania
$519K +$492K +4,700 +1,567%
BC
1090
Belmont Capital
California
$519K +$523K +5,000 New
CFP
1091
Catalyst Financial Partners
Massachusetts
$518K +$59.8K +572 +13%
FHC
1092
First Heartland Consultants
Missouri
$516K -$769K -7,350 -60%
SAM
1093
Strategy Asset Managers
California
$511K +$515K +4,923 New
CA
1094
Cullinan Associates
Kentucky
$510K – – –
MCA
1095
MSH Capital Advisors
Arizona
$510K -$20.4K -195 -4%
MA
1096
MONECO Advisors
Connecticut
$509K +$19.1K +183 +4%
AC
1097
ASB Consultores
Florida
$506K +$147K +1,403 +40%
MW
1098
Marcum Wealth
Ohio
$506K -$18.6K -178 -4%
CAP
1099
Columbia Advisory Partners
Washington
$500K +$148K +1,416 +42%
FAM
1100
Formidable Asset Management
Ohio
$496K -$35K -335 -7%
42 43
44
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