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Name Holding Trade Value Shares
Change 		Change in
Stake
LW
726
Linscomb Wealth
Texas
$810K -$61.4K -420 -7%
WP
727
WealthSource Partners
California
$810K -$51.1K -350 -6%
EWA
728
EP Wealth Advisors
California
$804K +$120K +820 +16%
PWPS
729
Pinnacle Wealth Planning Services
Ohio
$799K +$20.5K +140 +2%
MFG
730
Merit Financial Group
Georgia
$799K +$110K +750 +15%
SW
731
SVB Wealth
Massachusetts
$796K -$177K -1,210 -17%
FBB
732
Fulton Breakefield Broenniman
Maryland
$792K +$58.4K +400 +7%
NGA
733
Naples Global Advisors
Florida
$791K +$86.2K +590 +11%
CWM
734
Cornerstone Wealth Management
Missouri
$785K -$180K -1,230 -18%
RDWM
735
Red Door Wealth Management
Tennessee
$780K -$5.84K -40 -0.7%
LC
736
Lindbrook Capital
California
$773K -$11.7K -80 -1%
UCMOK
737
United Capital Management of KS
Kansas
$769K +$59.9K +410 +8%
ACI
738
Alpha Cubed Investments
California
$767K -$13.2K -90 -2%
BFA
739
BMS Financial Advisors
South Dakota
$760K +$807K +5,520 New
FWP
740
FAS Wealth Partners
Kansas
$752K -$40.9K -280 -5%
MFA
741
Mayflower Financial Advisors
Massachusetts
$751K +$7.31K +50 +0.9%
CWG
742
Cornerstone Wealth Group
North Carolina
$751K +$10.2K +70 +1%
ZIM
743
Zacks Investment Management
Illinois
$749K -$7.31K -50 -0.9%
BSAM
744
Blue Square Asset Management
New York
$748K -$86.2K -590 -10%
STA
745
Summit Trail Advisors
New York
$748K +$175K +1,200 +28%
BWA
746
Blodgett Wealth Advisors
California
$742K +$788K +5,390 New
LWM
747
Laidlaw Wealth Management
New York
$738K -$14.6K -100 -2%
ED
748
Exane Derivatives
France
$734K +$194K +1,330 +33%
FPS
749
Fieldpoint Private Securities
Connecticut
$734K +$4.38K +30 +0.6%
RWP
750
Revolve Wealth Partners
New Jersey
$733K +$777K +5,320 New
28 29
30
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