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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
826
Simplicity Solutions
Minnesota
$692K +$40.6K +520 +6%
CCWM
827
Cassaday & Co Wealth Management
Virginia
$688K +$693K +8,865 New
BCM
828
Brookstone Capital Management
Illinois
$686K -$21.1K -270 -3%
TA
829
Tectonic Advisors
Texas
$684K +$215K +2,750 +45%
LCM
830
Lattice Capital Management
Washington
$679K – – –
DAS
831
Dynamic Advisor Solutions
Arizona
$675K +$73.5K +940 +12%
IAIM
832
International Assets Investment Management
Florida
$674K +$679K +8,685 New
AWA
833
Arkadios Wealth Advisors
Georgia
$672K +$33.6K +430 +5%
NL
834
NVWM LLC
Pennsylvania
$667K +$48.1K +615 +8%
HWMA
835
Heritage Wealth Management (Arizona)
Arizona
$667K +$353K +4,515 +111%
THWM
836
Taylor Hoffman Wealth Management
Virginia
$661K -$171K -2,190 -20%
LWM
837
Laidlaw Wealth Management
New York
$660K -$1.95K -25 -0.3%
APP
838
Avantax Planning Partners
Iowa
$659K +$2.35K +30 +0.4%
YC
839
Yarbrough Capital
Tennessee
$657K – – –
VCM
840
Virtue Capital Management
Tennessee
$657K +$661K +8,455 New
FC
841
FORA Capital
Florida
$652K +$656K +8,395 New
SVWAG
842
Sound View Wealth Advisors Group
Georgia
$651K -$30.9K -395 -8%
GFP
843
Gryphon Financial Partners
Ohio
$650K +$10.2K +130 +2%
BP
844
Ballentine Partners
Massachusetts
$643K +$36.3K +465 +6%
MMA
845
Miracle Mile Advisors
California
$638K +$642K +8,215 New
AP
846
AtonRa Partners
Switzerland
$636K -$132K -1,685 -17%
WSTAM
847
Wilbanks Smith & Thomas Asset Management
Virginia
$635K +$277K +3,545 +76%
VWA
848
Visionary Wealth Advisors
Illinois
$633K +$51.2K +655 +9%
YDMI
849
Y.D. More Investments
Israel
$633K +$634K +8,115 New
OGC
850
Oak Grove Capital
New Hampshire
$621K -$5.46M -69,850 -90%
32 33
34
35 36