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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1676
Jacobsen Capital Management
Utah
$499K +$377 +2 +0.1%
CL
1677
Choreo LLC
Illinois
$496K -$16K -85 -3%
EWA
1678
Evolution Wealth Advisors
Florida
$493K -$1.13K -6 -0.2%
HFP
1679
Holistic Financial Partners
Indiana
$492K +$164K +872 +54%
SDWIA
1680
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$491K +$1.88K +10 +0.4%
FBB
1681
Fulton Breakefield Broenniman
Maryland
$490K +$16K +85 +4%
9WM
1682
9258 Wealth Management
Ohio
$488K +$21.7K +115 +5%
WP
1683
WealthSource Partners
California
$488K +$212K +1,124 +83%
WCM
1684
Wedge Capital Management
North Carolina
$487K -$16.9K -90 -4%
EP
1685
Edgestream Partners
New Jersey
$485K +$464K +2,463 New
ACM
1686
Adalta Capital Management
New York
$483K -$9.42K -50 -2%
OWA
1687
One Wealth Advisors
California
$483K +$102K +540 +28%
IA
1688
IFG Advisory
Georgia
$478K -$51.8K -275 -10%
LWA
1689
Lenox Wealth Advisors
New York
$477K -$1.13K -6 -0.2%
PP
1690
Paloma Partners
Connecticut
$476K -$1.73M -9,181 -79%
VC
1691
Veracity Capital
Georgia
$476K -$7.34K -39 -2%
PJB
1692
Paul John Balson
California
$474K +$22.6K +120 +5%
FCCM
1693
First City Capital Management
Georgia
$474K +$152K +809 +53%
NHC
1694
Nicholas Hoffman & Company
Georgia
$471K +$27.5K +146 +7%
T
1695
TRUADVICE
Florida
$464K +$449K +2,382 New
GWMIA
1696
Global Wealth Management Investment Advisory
Florida
$463K -$82.9K -440 -16%
PWMG
1697
Prestige Wealth Management Group
New Jersey
$463K +$148K +788 +50%
BCM
1698
Birch Capital Management
Texas
$462K – – –
QPWM
1699
Quadrant Private Wealth Management
Pennsylvania
$461K +$5.08K +27 +1%
AWA
1700
ARS Wealth Advisors
Florida
$458K -$164K -873 -27%
66 67
68
69 70