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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
576
Abbot Financial Management
Massachusetts
$934K +$17.3K +251 +2%
MCM
577
MAI Capital Management
Ohio
$929K -$49.9K -722 -6%
SFA
578
Souders Financial Advisors
Ohio
$928K +$4.08K +59 +0.5%
MAM
579
MWA Asset Management
Massachusetts
$927K -$89.2K -1,292 -10%
WSCM
580
Wellington Shields Capital Management
New York
$922K -$276K -4,000 -26%
RSWM
581
Robertson Stephens Wealth Management
California
$918K -$14.2K -205 -2%
PIA
582
Perennial Investment Advisors
California
$912K -$26.2K -380 -3%
AWS
583
Arkfeld Wealth Strategies
Nebraska
$884K -$207 -3 -0%
GC
584
Guggenheim Capital
Illinois
$872K -$138K -1,997 -16%
VA
585
Valmark Advisers
Ohio
$871K +$39.2K +568 +6%
IAN
586
Integrated Advisors Network
Texas
$869K -$59.5K -862 -7%
MFG
587
Menard Financial Group
Texas
$869K -$10.6K -153 -1%
UCFA
588
United Capital Financial Advisors
Texas
$865K +$181K +2,626 +32%
PS
589
Principal Securities
Iowa
$865K -$51.1K -740 -6%
CCM
590
Conway Capital Management
California
$864K – – –
CCIA
591
Cherry Creek Investment Advisors
Colorado
$859K – – –
MW
592
Marcum Wealth
Ohio
$855K +$1.52K +22 +0.2%
WMP
593
Wealth Management Partners
Arizona
$854K +$736K +10,654 New
GRP
594
Global Retirement Partners
California
$854K +$31K +449 +4%
MFG
595
Merit Financial Group
Georgia
$852K -$371K -5,378 -34%
CIA
596
Concurrent Investment Advisors
Florida
$852K -$55.2K -799 -7%
MTWM
597
Masso Torrence Wealth Management
New Jersey
$851K -$30.4K -440 -4%
QWM
598
Quadcap Wealth Management
Texas
$849K -$52.6K -762 -7%
CMI
599
Clare Market Investments
Texas
$847K -$114K -1,650 -14%
RWB
600
RMR Wealth Builders
New Jersey
$845K +$26.8K +388 +4%
22 23
24
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