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Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
676
Robertson Stephens Wealth Management
California
$1.2M +$200 +2 +0%
CF
677
Copperwynd Financial
Arizona
$1.2M -$333K -3,330 -24%
WMP
678
Wealth Management Partners
Arizona
$1.2M +$1.8K +18 +0.2%
VA
679
Valmark Advisers
Ohio
$1.19M -$40.4K -404 -4%
MWA
680
Moser Wealth Advisors
Washington
$1.19M +$10K +100 +1%
XSC
681
X-Square Capital
Puerto Rico
$1.18M +$17K +170 +2%
YP
682
YANKCOM Partnership
South Dakota
$1.18M – – –
MFS
683
Mirabella Financial Services
United Kingdom
$1.18M -$2.97M -29,681 -74%
DG
684
DMC Group
Alabama
$1.18M -$171K -1,714 -14%
QIM
685
Quest Investment Management
Oregon
$1.17M +$99.4K +994 +11%
TSMHT
686
Thurston Springer Miller Herd & Titak
Indiana
$1.17M +$212K +2,117 +26%
MAM
687
MWA Asset Management
Massachusetts
$1.16M -$51.2K -512 -5%
CWA
688
Canvas Wealth Advisors
Kansas
$1.16M -$6.2K -62 -0.7%
PA
689
PFG Advisors
Arizona
$1.16M +$281K +2,810 +39%
IFS
690
Integrated Financial Solutions
Virginia
$1.16M +$1M +10,025 New
IWM
691
IHT Wealth Management
Illinois
$1.16M +$20.2K +202 +2%
BBA
692
BLB&B Advisors
Pennsylvania
$1.15M -$10K -100 -1%
CC
693
Cypress Capital
Tennessee
$1.15M – – –
IFWM
694
Institute for Wealth Management
Colorado
$1.15M -$83K -830 -8%
CS
695
Candriam SCA
Luxembourg
$1.15M -$844K -8,443 -46%
BOSSRA
696
B.O.S.S. Retirement Advisors
Utah
$1.15M -$67.6K -676 -6%
MTWM
697
Masso Torrence Wealth Management
New Jersey
$1.14M -$2.2K -22 -0.2%
AWA
698
Arete Wealth Advisors
Illinois
$1.13M -$957K -9,569 -49%
FIA
699
Foundations Investment Advisors
Arizona
$1.13M +$119K +1,193 +14%
BA
700
Bridgewater Advisors
New York
$1.12M +$2.1K +21 +0.2%
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