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Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
601
ICA Group Wealth Management
Colorado
$402K +$454 +7 +0.1%
BCM
602
Bayesian Capital Management
New York
$398K +$464K +7,163 New
TMAM
603
Tokio Marine Asset Management
Japan
$397K +$96.2K +1,483 +26%
MLL
604
Moody Lynn & Lieberson
Massachusetts
$396K +$463K +7,136 New
DI
605
Disciplined Investments
Oklahoma
$393K +$1.17K +18 +0.3%
APWM
606
Atlas Private Wealth Management
New York
$392K +$519 +8 +0.1%
CFG
607
Cooper Financial Group
California
$390K +$62.6K +965 +16%
JWCA
608
J.W. Cole Advisors
Florida
$389K -$5.83K -90 -1%
BG
609
Bahl & Gaynor
Ohio
$387K – – –
EFS
610
Essex Financial Services
Connecticut
$387K +$121K +1,869 +37%
SIA
611
Schechter Investment Advisors
Michigan
$386K -$10K -155 -2%
OIA
612
OneDigital Investment Advisors
Kansas
$384K -$324K -5,001 -42%
BBHC
613
Brown Brothers Harriman & Co
New York
$384K +$29K +447 +7%
USCWA
614
U.S. Capital Wealth Advisors
Texas
$384K +$73.1K +1,128 +19%
TCOO
615
Trust Company of Oklahoma
Oklahoma
$382K -$30.2K -466 -6%
PWAC
616
Private Wealth Advisors (California)
California
$379K +$5.32K +82 +1%
TAM
617
Todd Asset Management
Kentucky
$379K +$442K +6,823 New
II
618
Inspire Investing
Idaho
$378K +$22.4K +345 +5%
JIC
619
Joel Isaacson & Co
New York
$373K – – –
SW
620
SkyOak Wealth
Michigan
$372K – – –
MGP
621
Metis Global Partners
California
$367K -$28.7K -442 -6%
NWM
622
NEIRG Wealth Management
Massachusetts
$366K +$91.6K +1,413 +27%
LC
623
Lindbrook Capital
California
$366K +$234K +3,610 +121%
S
624
Schroders
United Kingdom
$365K -$244K -3,768 -36%
AT
625
Arvest Trust
Oklahoma
$358K -$179K -2,756 -30%
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25
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