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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
726
First Heartland Consultants
Missouri
$255K +$234K +5,312 New
LA
727
Latitude Advisors
Florida
$253K +$232K +5,276 New
PGWM
728
Pitti Group Wealth Management
New York
$251K +$231K +5,246 New
OPWM
729
Oxinas Partners Wealth Management
Indiana
$251K +$230K +5,233 New
GSC
730
Grey Street Capital
Illinois
$250K +$229K +5,213 New
SIG
731
Sargent Investment Group
Maryland
$248K +$229K +5,210 New
WFI
732
West Family Investments
California
$248K -$32.5K -739 -13%
PI
733
Pachira Investments
California
$247K +$227K +5,159 New
SGA
734
Seaport Global Advisors
Massachusetts
$246K -$48.3K -1,098 -18%
FWM
735
FFT Wealth Management
Pennsylvania
$244K +$224K +5,100 New
SLWA
736
San Luis Wealth Advisors
California
$244K -$1.34M -30,448 -86%
QCM
737
Quantinno Capital Management
New York
$243K +$223K +5,068 New
CWS
738
Confluence Wealth Services
Pennsylvania
$242K +$222K +5,040 New
WP
739
Westmount Partners
California
$241K +$222K +5,035 New
ME
740
McIlrath & Eck
Washington
$241K +$17.2K +391 +8%
RFN
741
Redwood Financial Network
Ohio
$241K +$221K +5,030 New
UM
742
Ulysses Management
New York
$240K +$220K +5,000 New
SB
743
Strategic Blueprint
Georgia
$238K +$219K +4,970 New
ARIS
744
Advanced Research Investment Solutions
California
$238K +$218K +4,960 New
FCB
745
First Command Bank
Texas
$236K – – –
FCFS
746
First Command Financial Services
Texas
$236K – – –
SPIO
747
Seven Post Investment Office
California
$235K +$216K +4,900 New
JWM
748
JGP Wealth Management
Oregon
$235K +$216K +4,898 New
RA
749
RFG Advisory
Alabama
$234K -$2.82K -64 -1%
HGWM
750
Horst & Graben Wealth Management
Oregon
$232K +$213K +4,840 New
28 29
30
31 32