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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1901
Pines Wealth Management
North Carolina
$740K +$727K +8,830 New
RMC
1902
Resources Management Corp
Connecticut
$738K – – –
CWS
1903
Cypress Wealth Services
California
$737K +$74.9K +910 +12%
MFS
1904
Miller Financial Services
Michigan
$737K +$681K +8,270 New
AIM
1905
Arcadia Investment Management
Michigan
$734K +$29.6K +360 +5%
LWM
1906
LJI Wealth Management
Indiana
$734K +$10.7K +130 +2%
QP
1907
Quartz Partners
New York
$734K +$70K +850 +12%
HP
1908
Haven Private
Florida
$733K +$677K +8,220 New
OC
1909
Opinicus Capital
Florida
$732K -$54.3K -660 -7%
NRC
1910
New Republic Capital
North Carolina
$731K -$60.1K -730 -8%
ASG
1911
Ariston Services Group
California
$730K -$21.4K -260 -3%
EAM
1912
Evanson Asset Management
California
$730K – – –
GFG
1913
Goldstone Financial Group
Illinois
$728K +$170K +2,070 +34%
JWM
1914
JGP Wealth Management
Oregon
$727K +$4.12K +50 +0.6%
RWA
1915
Redhawk Wealth Advisors
Minnesota
$727K +$26.3K +320 +4%
RCM
1916
Raleigh Capital Management
North Carolina
$727K +$65.8K +800 +11%
AG
1917
AmeriFlex Group
Nevada
$726K +$612K +7,430 New
TPWA
1918
TRUE Private Wealth Advisors
Oregon
$724K – – –
BCMLT
1919
Beacon Capital Management LLC (Tennessee)
Tennessee
$724K +$42.8K +520 +7%
TPWA
1920
Twin Peaks Wealth Advisors
California
$723K -$50.2K -610 -7%
FHC
1921
First Heartland Consultants
Missouri
$723K +$45.3K +550 +7%
CCAL
1922
City Center Advisors LLC
Michigan
$719K -$31.3K -380 -4%
SI
1923
Stonekeep Investments
New Mexico
$719K -$18.9K -230 -3%
BWM
1924
BlackDiamond Wealth Management
New York
$718K +$67.5K +820 +11%
CF
1925
Claris Financial
Virginia
$718K +$663K +8,050 New
75 76
77
78 79