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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
576
FAS Wealth Partners
Kansas
$609K -$54.7K -550 -8%
AFAS
577
Acorn Financial Advisory Services
Virginia
$606K -$263K -2,650 -31%
KAS
578
Kemnay Advisory Services
New York
$598K +$58.7K +590 +11%
MWM
579
Mission Wealth Management
California
$596K +$2.98K +30 +0.5%
AC
580
Athanor Capital
New York
$595K -$1.76M -17,720 -75%
VHAM
581
Van Hulzen Asset Management
California
$588K -$244K -2,450 -30%
QCM
582
Quest Capital Management
Texas
$585K +$3.98K +40 +0.7%
DBRC
583
D.B. Root & Company
Pennsylvania
$575K +$105K +1,060 +23%
WCM
584
Weld Capital Management
New York
$574K +$558K +5,610 New
AWA
585
Arete Wealth Advisors
Illinois
$573K -$57.7K -580 -9%
OC
586
Oakmont Corp
California
$573K – – –
NGA
587
Naples Global Advisors
Florida
$572K +$24.9K +250 +5%
CIA
588
CSat Investment Advisory
Michigan
$572K +$334K +3,360 +151%
TI
589
Tidal Investments
Wisconsin
$572K +$334K +3,360 +151%
PO
590
Private Ocean
California
$568K – – –
PCA
591
Personal Capital Advisors
California
$566K +$62.6K +630 +13%
SIG
592
Sargent Investment Group
Maryland
$566K +$550K +5,530 New
OR
593
Olympiad Research
Connecticut
$564K +$548K +5,510 New
ZIM
594
Zacks Investment Management
Illinois
$563K +$29.8K +300 +6%
VCM
595
Virtue Capital Management
Tennessee
$560K +$544K +5,470 New
FPS
596
Fieldpoint Private Securities
Connecticut
$554K -$207K -2,080 -28%
CWG
597
Cornerstone Wealth Group
North Carolina
$544K – – –
IAN
598
Integrated Advisors Network
Texas
$544K +$529K +5,320 New
BSW
599
Buckingham Strategic Wealth
Missouri
$541K +$208K +2,090 +65%
ACM
600
Aljian Capital Management
Nevada
$534K +$89.5K +900 +21%
22 23
24
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