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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
976
WBH Advisory
Maryland
$788K – – –
RCG
977
Rock Creek Group
District of Columbia
$787K -$233K -5,480 -24%
PWMG
978
Prestige Wealth Management Group
New Jersey
$787K +$138K +3,240 +23%
PPW
979
Parcion Private Wealth
Washington
$785K +$213K +5,000 +46%
MCP
980
Mirador Capital Partners
California
$782K +$243K +5,720 +50%
TI
981
Tidal Investments
Wisconsin
$781K -$121K -2,850 -14%
UR
982
USCA RIA
Texas
$781K +$97.5K +2,290 +15%
FWM
983
Frontier Wealth Management
Missouri
$778K -$83.8K -1,970 -10%
SIS
984
Sound Income Strategies
Florida
$775K +$183K +4,290 +34%
SLWS
985
Swaine & Leidel Wealth Services
Florida
$769K -$42.6K -1,000 -6%
AC
986
Abbrea Capital
California
$769K +$8.94K +210 +1%
AIA
987
AIMZ Investment Advisors
California
$764K – – –
AA
988
Apriem Advisors
California
$761K -$8.51K -200 -1%
GTAM
989
Global Trust Asset Management
Florida
$759K -$232K -5,450 -25%
RA
990
RFG Advisory
Alabama
$758K +$44.7K +1,050 +7%
FDCC
991
Foster Dykema Cabot & Co
Massachusetts
$756K +$271K +6,370 +62%
EWA
992
EP Wealth Advisors
California
$755K -$9.36K -220 -1%
CT
993
Columbia Trust
Oregon
$749K +$65.5K +1,540 +10%
SRSA
994
S.R. Schill & Associates
Washington
$741K +$34K +800 +5%
PTC
995
Private Trust Company
Ohio
$741K +$146K +3,430 +28%
SFA
996
Sequoia Financial Advisors
Ohio
$735K +$71.9K +1,690 +12%
TPWA
997
TRUE Private Wealth Advisors
Oregon
$733K -$16.2K -380 -2%
LCOV
998
London Company of Virginia
Virginia
$733K – – –
SVCP
999
Silicon Valley Capital Partners
California
$732K +$851 +20 +0.1%
CAM
1000
Crestone Asset Management
Colorado
$730K +$181K +4,250 +36%
38 39
40
41 42