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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1251
West Family Investments
California
$585K – – –
CC
1252
Cipher Capital
New York
$582K +$654K +15,420 New
WA
1253
Waddell & Associates
Tennessee
$579K – – –
SIAG
1254
Safeguard Investment Advisory Group
California
$577K +$5.93K +140 +0.9%
DWP
1255
Daymark Wealth Partners
Ohio
$577K +$91.6K +2,160 +16%
KA
1256
Kovack Advisors
Florida
$577K -$424 -10 -0.1%
KP
1257
Keel Point
Alabama
$576K +$17.4K +410 +3%
CIC
1258
Carnegie Investment Counsel
Ohio
$571K -$45.4K -1,070 -7%
PCMC
1259
Private Capital Management (Colorado)
Colorado
$571K -$848 -20 -0.1%
DCM
1260
Dudley Capital Management
Virginia
$571K – – –
RPCONE
1261
Retirement Planning Company of New England
Rhode Island
$569K -$107K -2,530 -14%
CPC
1262
Consolidated Planning Corp
Georgia
$568K -$25.9K -610 -4%
PCP
1263
Proficio Capital Partners
Massachusetts
$567K +$19.1K +450 +3%
AWE
1264
Avidian Wealth Enterprises
Texas
$567K +$76.3K +1,800 +14%
MW
1265
Marcum Wealth
Ohio
$566K +$44.1K +1,040 +7%
1WA
1266
180 Wealth Advisors
Washington
$566K +$76.7K +1,810 +14%
MCCP
1267
Mission Creek Capital Partners
California
$565K -$21.2K -500 -3%
LA
1268
Legacy Advisors
Pennsylvania
$565K +$1.7K +40 +0.3%
WP
1269
WealthSource Partners
California
$563K -$66.1K -1,560 -9%
RW
1270
Rede Wealth
Virginia
$563K – – –
AHC
1271
Adell Harriman & Carpenter
Texas
$559K -$42.4K -1,000 -6%
DI
1272
Diligent Investors
California
$557K +$33.9K +800 +6%
FAM
1273
Formidable Asset Management
Ohio
$557K -$3.39K -80 -0.5%
AL
1274
Aspiriant LLC
California
$552K +$265K +6,250 +75%
SWA
1275
SOA Wealth Advisors
New York
$550K +$24.2K +570 +4%
49 50
51
52 53