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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
Centurion Wealth Management
Virginia
$582K +$89.6K +475 +20%
NIWA
1552
New Insight Wealth Advisors
California
$581K +$148K +785 +38%
CIAS
1553
Capital Investment Advisory Services
North Carolina
$578K -$14.2K -75 -3%
RFN
1554
Redwood Financial Network
Ohio
$574K +$943 +5 +0.2%
NHT
1555
New Hampshire Trust
New Hampshire
$574K – – –
NRG
1556
Nemes Rush Group
Michigan
$570K +$48.1K +255 +10%
OC
1557
Oarsman Capital
Wisconsin
$569K +$120K +635 +30%
CPA
1558
Capital Performance Advisors
California
$567K +$106K +560 +26%
CIS
1559
Custom Index Systems
New York
$566K -$68.9K -365 -12%
VCM
1560
Vivaldi Capital Management
Illinois
$565K +$519K +2,750 New
OL
1561
OneFund LLC
Florida
$562K -$4.72K -25 -0.9%
FP
1562
Financial Perspectives
Minnesota
$560K – – –
BSHC
1563
Breed's Hill Capital
Massachusetts
$558K +$28.3K +150 +6%
VCM
1564
Versant Capital Management
Arizona
$557K +$258K +1,370 +102%
MWA
1565
Meridian Wealth Advisors
Texas
$555K – – –
LCWP
1566
Legacy Capital Wealth Partners
Arkansas
$553K -$20.8K -110 -4%
BIG
1567
Brookwood Investment Group
Arizona
$549K -$280K -1,485 -36%
HIC
1568
Holderness Investments Company
North Carolina
$549K -$17.9K -95 -3%
JFGIW
1569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K -$5.66K -30 -1%
KA
1570
Klingman & Associates
New York
$548K +$91.5K +485 +22%
LIP
1571
Lighthouse Investment Partners
Florida
$544K +$499K +2,645 New
DAM
1572
Deltec Asset Management
New York
$541K +$496K +2,630 New
SIMG
1573
Sonora Investment Management Group
Arizona
$536K +$36.8K +195 +8%
HFP
1574
Holistic Financial Partners
Indiana
$535K -$18.9K -100 -4%
MTC
1575
McDaniel Terry & Co
Texas
$535K -$1.89K -10 -0.4%
61 62
63
64 65