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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
726
SVB Wealth
Massachusetts
$796K -$177K -1,210 -17%
FBB
727
Fulton Breakefield Broenniman
Maryland
$792K +$58.4K +400 +7%
NGA
728
Naples Global Advisors
Florida
$791K +$86.2K +590 +11%
CWM
729
Cornerstone Wealth Management
Missouri
$785K -$180K -1,230 -18%
RDWM
730
Red Door Wealth Management
Tennessee
$780K -$5.84K -40 -0.7%
LC
731
Lindbrook Capital
California
$773K -$11.7K -80 -1%
UCMOK
732
United Capital Management of KS
Kansas
$769K +$59.9K +410 +8%
ACI
733
Alpha Cubed Investments
California
$767K -$13.2K -90 -2%
BFA
734
BMS Financial Advisors
South Dakota
$760K +$807K +5,520 New
FWP
735
FAS Wealth Partners
Kansas
$752K -$40.9K -280 -5%
MFA
736
Mayflower Financial Advisors
Massachusetts
$751K +$7.31K +50 +0.9%
CWG
737
Cornerstone Wealth Group
North Carolina
$751K +$10.2K +70 +1%
ZIM
738
Zacks Investment Management
Illinois
$749K -$7.31K -50 -0.9%
BSAM
739
Blue Square Asset Management
New York
$748K -$86.2K -590 -10%
STA
740
Summit Trail Advisors
New York
$748K +$175K +1,200 +28%
BWA
741
Blodgett Wealth Advisors
California
$742K +$788K +5,390 New
LWM
742
Laidlaw Wealth Management
New York
$738K -$14.6K -100 -2%
ED
743
Exane Derivatives
France
$734K +$194K +1,330 +33%
FPS
744
Fieldpoint Private Securities
Connecticut
$734K +$4.38K +30 +0.6%
RWP
745
Revolve Wealth Partners
New Jersey
$733K +$777K +5,320 New
SS
746
Sunbelt Securities
Texas
$726K -$55.5K -380 -4%
HIIFS
747
Harel Insurance Investments & Financial Services
Israel
$725K -$1.01M -6,920 -57%
IC
748
Intersect Capital
California
$723K -$801K -5,480 -51%
FFG
749
Frisch Financial Group
New York
$716K +$33.6K +230 +5%
9WM
750
9258 Wealth Management
Ohio
$714K – – –
28 29
30
31 32