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Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
1426
Alpha Omega Wealth Management
Virginia
$106K – – –
DRS
1427
Deane Retirement Strategies
Louisiana
$105K – – –
EWM
1428
Endurance Wealth Management
Rhode Island
$104K – – –
BFC
1429
Bedel Financial Consulting
Indiana
$104K +$104K +1,791 New
SWP
1430
Strategic Wealth Partners
Ohio
$103K – – –
GBBWRPM
1431
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$102K +$102K +1,758 New
PGWM
1432
Parisi Gray Wealth Management
New Jersey
$101K – – –
CLM
1433
ClearBridge LLC (Maryland)
Maryland
$99K – – –
KPCM
1434
Kings Point Capital Management
New York
$99K – – –
CCA
1435
Catalyst Capital Advisors
New York
$98K -$3.06M -52,951 -97%
SFPIA
1436
Stevens First Principles Investment Advisors
California
$98K – – –
WDL
1437
Well Done LLC
Michigan
$97K +$96.9K +1,677 New
JGIA
1438
Jackson Grant Investment Advisers
Connecticut
$94K +$35.8K +619 +62%
TSW
1439
Thompson Siegel & Walmsley
Virginia
$92K -$182K -3,150 -66%
TL
1440
TrueWealth LLC
Georgia
$87K -$77.9K -1,348 -47%
LWS
1441
Lucia Wealth Services
California
$87K +$87.3K +1,510 New
AIM
1442
Advantage Investment Management
Iowa
$85K +$3.29K +57 +4%
DCP
1443
DSM Capital Partners
Florida
$83K -$93.8M -1,622,886 -100%
KA
1444
Kaizen Advisory
Illinois
$80K – – –
OIA
1445
OneDigital Investment Advisors
Kansas
$77K -$115K -1,996 -60%
FCFS
1446
First Command Financial Services
Texas
$77K +$1.73K +30 +2%
FCB
1447
First Command Bank
Texas
$76.9K +$1.73K +30 +2%
SCM
1448
Silvant Capital Management
Georgia
$75K +$75.2K +1,300 New
CFD
1449
Creative Financial Designs
Indiana
$72K -$17K -294 -19%
AWA
1450
Acorn Wealth Advisors
Michigan
$72K +$347 +6 +0.5%
56 57
58
59 60