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Name Holding Trade Value Shares
Change 		Change in
Stake
KW
1901
KWB Wealth
California
$665K – – –
CWM
1902
Connecticut Wealth Management
Connecticut
$661K -$97.7K -370 -14%
H
1903
HoyleCohen
California
$661K +$46.5K +176 +8%
LA
1904
Latitude Advisors
Florida
$660K +$7.13K +27 +1%
IGGA
1905
Iron Gate Global Advisors
Utah
$660K +$12.4K +47 +2%
MAM
1906
McLean Asset Management
Virginia
$658K +$4.49K +17 +0.8%
VC
1907
Veracity Capital
Georgia
$658K +$6.87K +26 +1%
CFSG
1908
Community Financial Services Group
Vermont
$655K -$77.4K -293 -12%
APW
1909
Austin Private Wealth
Texas
$655K +$1.58K +6 +0.3%
CAM
1910
Cozad Asset Management
Illinois
$652K -$37K -140 -6%
PP
1911
PDS Planning
Ohio
$652K +$69.2K +262 +13%
JF
1912
Jump Financial
Illinois
$650K -$994K -3,765 -63%
HWA
1913
Heritage Wealth Advisors
Virginia
$649K -$13.2K -50 -2%
CCMD
1914
Cypress Capital Management (Delaware)
Delaware
$649K – – –
HFP
1915
Holistic Financial Partners
Indiana
$649K +$23.8K +90 +4%
WW
1916
Westshore Wealth
California
$647K +$68.7K +260 +13%
BMC
1917
Beaton Management Company
Massachusetts
$641K – – –
TPM
1918
Triasima Portfolio Management
Quebec, Canada
$638K +$3.96K +15 +0.7%
MIC
1919
Means Investment Company
Maine
$637K +$15.1K +57 +3%
SLF
1920
Sun Life Financial
Ontario, Canada
$634K -$204K -771 -26%
SWA
1921
Sutton Wealth Advisors
Florida
$632K +$21.1K +80 +4%
WWM
1922
Windsor Wealth Management
Indiana
$629K +$71.3K +270 +14%
CAG
1923
Csenge Advisory Group
Florida
$625K -$10.8K -41 -2%
LA
1924
LexAurum Advisors
Kansas
$624K -$75.3K -285 -12%
SFSIG
1925
San Francisco Sentry Investment Group
California
$624K -$12.2K -46 -2%
75 76
77
78 79