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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1601
Venturi Wealth Management
Texas
$5.28M +$449K +9,690 +10%
MWM
1602
Modera Wealth Management
New Jersey
$5.27M -$927 -20 -0%
GA
1603
GFS Advisors
Texas
$5.27M +$346K +7,460 +8%
JWM
1604
Jessup Wealth Management
Ohio
$5.26M -$145K -3,120 -3%
LFA
1605
Legacy Financial Advisors
Kentucky
$5.26M +$484K +10,440 +11%
CIG
1606
Cullen Investment Group
Louisiana
$5.25M +$4.91M +105,970 New
BWL
1607
Bogart Wealth LLC
Virginia
$5.23M +$440K +9,500 +10%
CPC
1608
Consolidated Planning Corp
Georgia
$5.23M -$1.85K -40 -0%
SAM
1609
Sompo Asset Management
Japan
$5.23M +$297K +6,400 +6%
SCM
1610
Steele Capital Management
Iowa
$5.21M +$4.88M +105,200 New
SWA
1611
SOA Wealth Advisors
New York
$5.19M +$26K +560 +0.5%
MCM
1612
Moore Capital Management
New York
$5.19M -$405M -8,730,260 -99%
JAFL
1613
Jay A. Fishman Ltd
Michigan
$5.17M +$3.56M +76,900 +280%
DSC
1614
Duncker Streett & Co
Missouri
$5.16M +$1.5M +32,300 +45%
LTAS
1615
Linden Thomas Advisory Services
North Carolina
$5.16M +$1.04M +22,340 +27%
QWM
1616
Quadcap Wealth Management
Texas
$5.15M +$4.82M +104,070 New
CCM
1617
Candelo Capital Management
New York
$5.15M +$4.82M +104,000 New
MFA
1618
Mayflower Financial Advisors
Massachusetts
$5.15M -$4.63K -100 -0.1%
AT
1619
Arden Trust
Delaware
$5.13M +$265K +5,720 +6%
BC
1620
Belmont Capital
California
$5.12M +$896K +19,340 +23%
OAM
1621
Oak Asset Management
California
$5.12M -$47.7K -1,030 -1%
HT
1622
Headlands Technologies
Illinois
$5.12M +$4.79M +103,320 New
RA
1623
Rockingstone Advisors
Massachusetts
$5.11M -$4.17K -90 -0.1%
MG
1624
Mather Group
Illinois
$5.11M +$739K +15,940 +18%
CCG
1625
Capital CS Group
California
$5.1M -$187K -4,030 -4%
63 64
65
66 67