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Name Holding Trade Value Shares
Change
Change in
Stake
WPA
2126
Winning Points Advisors
Florida
$684K – – –
DWM
2127
Drive Wealth Management
Utah
$684K +$440K +9,050 +137%
GAMC
2128
Garner Asset Management Corp
Texas
$683K -$79.1K -1,627 -9%
OC
2129
Oarsman Capital
Wisconsin
$683K +$58.7K +1,208 +8%
Loomis, Sayles & Company
2130
Loomis, Sayles & Company
Massachusetts
$682K +$373K +7,679 +97%
B
2131
Bridgeworth
Alabama
$680K -$10.8K -222 -1%
AWM
2132
Adams Wealth Management
Utah
$679K -$63K -1,296 -8%
IFAM
2133
Institutional & Family Asset Management
Colorado
$679K +$49 +1 +0%
CA
2134
Crewe Advisors
Utah
$679K +$37.4K +770 +5%
MCP
2135
Mirador Capital Partners
California
$678K -$49.6K -1,021 -6%
LI
2136
LVZ Inc
Michigan
$678K +$194 +4 +0%
MAG
2137
MRA Advisory Group
New Jersey
$677K +$6.85K +141 +0.9%
SFI
2138
SPC Financial Inc
Maryland
$673K +$1.94K +40 +0.3%
ATWA
2139
Arbor Trust Wealth Advisors
Michigan
$672K -$777 -16 -0.1%
WGAM
2140
Wilkinson Global Asset Management
New York
$670K – – –
DCM
2141
Dupont Capital Management
Delaware
$669K -$2.16M -44,377 -74%
MWM
2142
Merriman Wealth Management
Washington
$669K -$34.7K -715 -4%
EL
2143
EMFO LLC
Florida
$669K – – –
SAM
2144
Secure Asset Management
Michigan
$669K +$56K +1,153 +8%
TCBWMS
2145
Texas Capital Bank Wealth Management Services
Texas
$668K -$53.2K -1,094 -7%
HAS
2146
HBW Advisory Services
California
$668K +$187K +3,851 +34%
CC
2147
Callan Capital
California
$668K +$269K +5,541 +57%
PA
2148
PSI Advisors
Florida
$667K +$37.3K +767 +5%
FWA
2149
FSC Wealth Advisors
New York
$667K +$646K +13,293 +686%
CFO
2150
Collective Family Office
Pennsylvania
$665K -$222K -4,570 -23%