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Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
1001
B. Riley Wealth Management
Tennessee
$1M -$440K -8,680 -32%
RW
1002
RVW Wealth
California
$1M -$177K -3,500 -24%
NCGI
1003
Next Century Growth Investors
Minnesota
$1M -$45.6K -900 -5%
BCM
1004
Beck Capital Management
Texas
$998K -$30.4K -600 -3%
SRC
1005
Sage Rhino Capital
California
$997K +$9.13K +180 +1%
DCM
1006
Donaldson Capital Management
Indiana
$997K +$147K +2,890 +19%
BB
1007
Bell Bank
North Dakota
$991K +$12.2K +240 +1%
BWP
1008
Bernardo Wealth Planning
Pennsylvania
$991K +$15.2K +300 +2%
BPM
1009
Bowling Portfolio Management
Ohio
$990K -$58.3K -1,150 -6%
BCM
1010
Brookstone Capital Management
Illinois
$989K +$616K +12,150 +198%
IA
1011
IFP Advisors
Florida
$985K +$199K +3,920 +28%
FWM
1012
Foresight Wealth Management
Utah
$983K -$55.3K -1,090 -6%
OIS
1013
Okabena Investment Services
Minnesota
$980K +$919K +18,120 New
WA
1014
WBH Advisory
Maryland
$979K -$45.6K -900 -5%
MS
1015
Maven Securities
Jersey
$979K +$287K +5,670 +46%
SMFG
1016
Sumitomo Mitsui Financial Group
Japan
$975K -$3.12M -61,480 -77%
CA
1017
Claro Advisors
Massachusetts
$975K +$13.2K +260 +1%
FIM
1018
Freedom Investment Management
Connecticut
$972K -$389K -7,680 -30%
MWPCG
1019
Measured Wealth Private Client Group
New Hampshire
$969K – – –
CWM
1020
Cornerstone Wealth Management
Missouri
$968K +$7.61K +150 +0.8%
GIA
1021
Gladstone Institutional Advisory
Florida
$967K -$380K -7,490 -30%
CFS
1022
CRA Financial Services
New Jersey
$962K +$55.8K +1,100 +7%
W
1023
WealthStone
Ohio
$961K -$40.6K -800 -4%
CWM
1024
Cordatus Wealth Management
Pennsylvania
$958K -$3.4M -67,120 -79%
NC
1025
NinePointTwo Capital
California
$954K +$895K +17,650 New
39 40
41
42 43