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Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
801
Mosaic Family Wealth Partners
Missouri
$924K -$55.9K -679 -6%
WIA
802
Wealthedge Investment Advisors
New York
$922K +$840K +10,200 New
MSA
803
Marino Stram & Associates
Massachusetts
$914K +$3.79K +46 +0.5%
NAMNJ
804
NorthStar Asset Management (New Jersey)
New Jersey
$914K -$38.3K -465 -4%
CA
805
Callahan Advisors
Texas
$910K -$79.3K -963 -9%
LW
806
Linscomb Wealth
Texas
$904K +$122K +1,485 +17%
ACM
807
Alessandra Capital Management
California
$903K +$6.26K +76 +0.8%
GCM
808
Gibraltar Capital Management
Oklahoma
$901K +$405K +4,922 +97%
RFN
809
RDA Financial Network
Iowa
$895K -$7.66K -93 -0.9%
ZI
810
ZEGA Investments
Florida
$895K +$815K +9,901 New
KCM
811
KRS Capital Management
Michigan
$890K -$10.9K -133 -1%
CAG
812
Crestwood Advisors Group
Massachusetts
$889K +$74.4K +904 +10%
PCA
813
Purkiss Capital Advisors
Connecticut
$887K +$1.81K +22 +0.2%
SMH
814
Sanders Morris Harris
Texas
$885K +$807K +9,796 New
CAG
815
Csenge Advisory Group
Florida
$884K +$50.8K +617 +7%
AM
816
AGF Management
Ontario, Canada
$882K +$196K +2,382 +32%
BWP
817
Balboa Wealth Partners
Arizona
$878K +$248K +3,009 +45%
AWA
818
Aaron Wealth Advisors
Illinois
$876K -$51K -619 -6%
PS
819
Presima Securities
Quebec, Canada
$871K – – –
MAS
820
Meeder Advisory Services
Ohio
$866K +$114K +1,381 +17%
TCA
821
Transcend Capital Advisors
New Jersey
$866K +$343K +4,169 +77%
RIM
822
Redwood Investment Management
Arizona
$861K -$52.3K -635 -6%
WAP
823
Wealthcare Advisory Partners
Pennsylvania
$859K +$27.3K +331 +4%
CA
824
Cornerstone Advisory
Maryland
$859K +$531K +6,454 +212%
VCP
825
Verus Capital Partners
Arizona
$859K +$157K +1,904 +25%
31 32
33
34 35