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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1101
IHT Wealth Management
Illinois
$1.09M +$87.7K +944 +7%
CGIM
1102
Capital Group Investment Management
Singapore
$1.09M -$978K -10,525 -42%
DWM
1103
Diversify Wealth Management
Utah
$1.09M +$1.41M +15,217 New
NW
1104
NewEdge Wealth
Pennsylvania
$1.09M -$787K -8,467 -37%
PGCM
1105
Prescott Group Capital Management
Oklahoma
$1.08M – – –
TPWA
1106
TRUE Private Wealth Advisors
Oregon
$1.08M +$35.8K +385 +3%
MFS
1107
Mirabella Financial Services
United Kingdom
$1.08M +$1.33M +14,314 New
COI
1108
Connable Office Inc
Michigan
$1.07M – – –
CWM
1109
Concentric Wealth Management
California
$1.07M +$19K +204 +1%
WAS
1110
Winch Advisory Services
Wisconsin
$1.07M -$15K -161 -1%
PWM
1111
Power Wealth Management
Georgia
$1.07M +$591K +6,361 +82%
EFM
1112
E Fund Management
China
$1.06M – – –
MCM
1113
Manchester Capital Management
Vermont
$1.06M +$16.1K +173 +1%
VWM
1114
Venturi Wealth Management
Texas
$1.06M +$192K +2,064 +17%
MLL
1115
Moody Lynn & Lieberson
Massachusetts
$1.04M -$77.3K -832 -6%
AAM
1116
Auxier Asset Management
Oregon
$1.04M -$14.9K -160 -1%
FSA
1117
Franklin Street Advisors
North Carolina
$1.04M -$15.1M -162,703 -92%
DWT
1118
Dorsey & Whitney Trust
South Dakota
$1.04M +$228K +2,458 +22%
STA
1119
Summit Trail Advisors
New York
$1.04M +$241K +2,594 +23%
BWM
1120
BKM Wealth Management
Wisconsin
$1.03M +$205K +2,205 +19%
UAS
1121
United Asset Strategies
New York
$1.03M -$1.31M -14,094 -51%
BI
1122
Ballast Inc
Kentucky
$1.03M +$246K +2,649 +24%
LFAS
1123
Level Four Advisory Services
Texas
$1.02M +$350K +3,770 +38%
VT
1124
Vise Technologies
New York
$1.02M +$64.8K +697 +5%
MASUI
1125
MIRAE ASSET SECURITIES (USA) INC.
New York
$1.02M +$1.26M +13,552 New
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