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Name Holding Trade Value Shares
Change 		Change in
Stake
LS
726
Livforsakringsbolaget Skandia
Sweden
$453K – – –
SFA
727
Souders Financial Advisors
Ohio
$452K -$11.8K -62 -3%
MWM
728
Mosley Wealth Management
California
$450K +$4.58K +24 +1%
PCS
729
Personal CFO Solutions
New Jersey
$439K -$1.14K -6 -0.3%
IAS
730
IMA Advisory Services
Colorado
$438K +$159K +834 +65%
CPA
731
Capital Performance Advisors
California
$437K +$11.4K +60 +3%
SAM
732
Silvercrest Asset Management
New York
$436K – – –
RIM
733
Rockbridge Investment Management
New York
$435K – – –
IPW
734
Impact Partnership Wealth
Georgia
$433K +$88.7K +465 +28%
SSA
735
Shepherd Street Advisors
California
$430K – – –
JPWM
736
Jamison Private Wealth Management
Georgia
$426K +$9.92K +52 +3%
QC
737
Quent Capital
New York
$426K +$14.9K +78 +4%
LWM
738
Lodestone Wealth Management
Washington
$419K +$7.25K +38 +2%
FP
739
Financial Perspectives
Minnesota
$418K – – –
BHC
740
Bull Harbor Capital
Maryland
$417K +$385K +2,021 New
TWC
741
TD Waterhouse Canada
Ontario, Canada
$416K +$81.2K +426 +27%
PCIA
742
Prime Capital Investment Advisors
Kansas
$414K -$93.6K -491 -20%
MB
743
MidFirst Bank
Oklahoma
$413K -$393K -2,062 -51%
PWSG
744
Pacific Wealth Strategies Group
California
$413K – – –
SI
745
Sava Infond
Slovenia
$413K +$229K +1,200 +150%
KF
746
Krilogy Financial
Missouri
$411K +$125K +653 +46%
PHC
747
Palidye Holdings (Caymans)
Cayman Islands
$408K +$377K +1,977 New
WA
748
Waverly Advisors
Alabama
$406K +$91.3K +479 +32%
LBWM
749
Left Brain Wealth Management
Illinois
$403K -$929K -4,870 -71%
AAS
750
Ameritas Advisory Services
Nebraska
$401K +$8.39K +44 +2%
28 29
30
31 32