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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
951
Birmingham Capital Management
Alabama
$222K – – –
LAM
952
L2 Asset Management
Massachusetts
$221K -$1.38M -30,326 -86%
EFMH
953
E Fund Management (HK)
Hong Kong
$221K +$64K +1,407 +38%
KWM
954
Keebeck Wealth Management
Illinois
$221K +$232K +5,109 New
SPC
955
Sigma Planning Corp
Michigan
$220K -$53.2K -1,169 -19%
MWM
956
Modern Wealth Management
Kansas
$220K -$71.1K -1,563 -23%
IWA
957
Icon Wealth Advisors
Texas
$220K +$47.4K +1,043 +26%
APA
958
Astoria Portfolio Advisors
New York
$218K +$230K +5,055 New
RWB
959
RMR Wealth Builders
New Jersey
$217K -$36.1K -793 -14%
FMP
960
Financial Management Professionals
Texas
$216K -$22.6K -497 -9%
QFA
961
Quattro Financial Advisors
Texas
$216K – – –
DIM
962
Delta Investment Management
California
$214K +$226K +4,963 New
DMBA
963
Deseret Mutual Benefit Administrators
Utah
$214K +$16.1K +353 +8%
PCP
964
Proficio Capital Partners
Massachusetts
$214K +$225K +4,954 New
CWG
965
Cornerstone Wealth Group
North Carolina
$213K +$91 +2 +0%
FA
966
Faithward Advisors
Pennsylvania
$212K -$139K -3,052 -38%
DC
967
Diametric Capital
Massachusetts
$211K -$1.14M -25,114 -84%
CWM
968
Cornerstone Wealth Management
Missouri
$211K -$45.3K -995 -17%
OAM
969
Occidental Asset Management
California
$211K -$20.5K -451 -8%
CL
970
CVFG LLC
Indiana
$210K -$16.4K -361 -7%
BCM
971
Brookstone Capital Management
Illinois
$209K -$2.74M -60,154 -93%
LDB
972
Lee, Danner & Bass
Tennessee
$208K +$364 +8 +0.2%
CFB
973
Cullen/Frost Bankers
Texas
$208K -$2.5K -55 -1%
CSP
974
Cary Street Partners
Virginia
$208K +$36.6K +805 +20%
WWC
975
Waypoint Wealth Counsel
Georgia
$207K -$80.4K -1,768 -27%
37 38
39
40 41