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Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1901
Guardian Asset Advisors
Pennsylvania
$835K +$18.1K +190 +2%
DWM
1902
Darwin Wealth Management
Florida
$833K – – –
SI
1903
Seeds Investor
New York
$831K +$85.6K +900 +11%
FHC
1904
First Heartland Consultants
Missouri
$831K +$76.1K +800 +10%
OWA
1905
Opal Wealth Advisors
New York
$829K -$84.6K -890 -9%
IA
1906
IFC Advisors
California
$825K +$842K +8,850 New
WAAG
1907
Wealth Alliance Advisory Group
Kansas
$825K – – –
SIMG
1908
Sonora Investment Management Group
Arizona
$821K +$147K +1,550 +21%
GC
1909
Garde Capital
Washington
$820K +$12.4K +130 +2%
MIP
1910
Marietta Investment Partners
Wisconsin
$816K – – –
EHC
1911
Everett Harris & Co
California
$816K +$4.75K +50 +0.6%
AFPL
1912
Advus Financial Partners, LLC
Florida
$815K +$113K +1,190 +16%
HFM
1913
Hartford Funds Management
Pennsylvania
$815K +$99.9K +1,050 +14%
C
1914
Covestor
United Kingdom
$810K +$452K +4,750 +121%
BWM
1915
BlackDiamond Wealth Management
New York
$810K -$90.3K -950 -12%
TCBWMS
1916
Texas Capital Bank Wealth Management Services
Texas
$809K +$491K +5,160 +147%
HIM
1917
Hillsdale Investment Management
Ontario, Canada
$806K -$57.1K -600 -6%
VBCG
1918
Valley Brook Capital Group
Pennsylvania
$805K -$9.51K -100 -1%
CA
1919
Continuum Advisory
Idaho
$804K +$70.4K +740 +9%
VCM
1920
Vivaldi Capital Management
Illinois
$804K +$8.56K +90 +1%
CT
1921
Chicago Trust
Illinois
$803K -$192K -2,020 -19%
PW
1922
Paladin Wealth
Minnesota
$800K +$23.8K +250 +3%
PG
1923
Patten Group
Tennessee
$799K -$41.8K -440 -5%
FFG
1924
Floyd Financial Group
Missouri
$799K +$131K +1,380 +19%
VW
1925
Vance Wealth
California
$796K -$35.2K -370 -4%
75 76
77
78 79