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Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
1451
Brewin Dolphin Wealth Management
Ireland
$10.5K – – –
OFW
1452
Omnia Family Wealth
Florida
$9K -$4.02K -76 -34%
HWM
1453
Holloway Wealth Management
Florida
$9K – – –
CAGAS
1454
Capital Advisory Group Advisory Services
Minnesota
$8K -$14.7K -278 -68%
FFW
1455
Fusion Family Wealth
New York
$7K – – –
RBC
1456
Roble Belko & Company
Pennsylvania
$7K – – –
BWA
1457
BDO Wealth Advisors
Florida
$7K +$53 +1 +0.8%
CCMW
1458
Cypress Capital Management (Wyoming)
Wyoming
$7K +$6.08K +115 New
BCM
1459
Brasada Capital Management
Texas
$6K -$55.5K -1,050 -91%
PFO
1460
Pathstone Family Office
New Jersey
$6K -$1.9K -36 -26%
HFM
1461
Hartford Financial Management
Connecticut
$6K -$1.59K -30 -23%
WA
1462
WealthTrust-Arizona
Arizona
$6K -$476 -9 -7%
EWM
1463
Endurance Wealth Management
Rhode Island
$6K – – –
SIS
1464
Sound Income Strategies
Florida
$6K – – –
SWM
1465
Selective Wealth Management
Virginia
$6K +$5.29K +100 New
RWG
1466
Regal Wealth Group
California
$5K – – –
IAS
1467
IMA Advisory Services
Colorado
$4K – – –
OWA
1468
One Wealth Advisors
California
$4K – – –
MIM
1469
Macroview Investment Management
Maryland
$3K +$2.91K +55 New
SWP
1470
Strategic Wealth Partners
Ohio
$2K -$95.2K -1,800 -98%
DAM
1471
Delta Asset Management
Tennessee
$2K – – –
SIAS
1472
Shine Investment Advisory Services
Colorado
$2K – – –
WAM
1473
Watermark Asset Management
California
$2K – – –
FGAM
1474
Financial Gravity Asset Management
Texas
$2K +$264 +5 +17%
BAMG
1475
Brand Asset Management Group
Missouri
$2K +$1.69K +32 New
57 58
59
60 61