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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
2176
Requisite Capital Management
Texas
$314K -$194K -897 -35%
AAM
2177
Auxier Asset Management
Oregon
$314K +$21.6K +100 +6%
CWS
2178
Cypress Wealth Services
California
$313K -$219K -1,013 -38%
FFWM
2179
Future Financial Wealth Management
Ohio
$313K +$131K +604 +60%
AWM
2180
Atticus Wealth Management
Florida
$312K -$436K -2,016 -55%
TWP
2181
Tempus Wealth Planning
California
$312K +$4.33K +20 +1%
PFA
2182
Professional Financial Advisors
Nebraska
$312K +$135K +625 +61%
CCM
2183
Chickasaw Capital Management
Tennessee
$311K -$64.9K -300 -15%
LHWM
2184
Lake Hills Wealth Management
Texas
$311K +$357K +1,651 New
EWM
2185
Endurance Wealth Management
Rhode Island
$310K – – –
FMN
2186
Financial Management Network
California
$309K +$137K +632 +64%
MAM
2187
Magellan Asset Management
Australia
$309K +$185K +853 +109%
NL
2188
NWAM LLC
Washington
$307K -$3.9M -18,023 -92%
LFA
2189
Legacy Financial Advisors
Kentucky
$307K -$71.8K -332 -17%
JCM
2190
J2 Capital Management
Michigan
$307K +$352K +1,629 New
DI
2191
DAGCO Inc
Ohio
$306K +$96.7K +447 +38%
KFGK
2192
Keystone Financial Group (Kentucky)
Kentucky
$306K +$125K +580 +56%
FUBT
2193
First United Bank & Trust
Maryland
$306K +$351K +1,623 New
CPA
2194
Capital Planning Advisors
California
$304K +$5.41K +25 +2%
MWA
2195
Meridian Wealth Advisors
Texas
$303K -$42.6K -197 -11%
KIG
2196
Kowal Investment Group
Wisconsin
$303K -$21.6K -100 -6%
BFA
2197
Beacon Financial Advisory
Ohio
$303K +$84K +388 +32%
QCM
2198
Quest Capital Management
Texas
$302K +$116K +537 +51%
CST
2199
Charles Schwab Trust
Nevada
$301K -$17.1K -79 -5%
JWM
2200
Jeppson Wealth Management
California
$301K +$103K +477 +43%
86 87
88
89 90