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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
901
Mission Wealth Management
California
$483K -$36.1K -331 -6%
CNWM
902
Clay Northam Wealth Management
California
$483K +$2.18K +20 +0.4%
JWM
903
JGP Wealth Management
Oregon
$481K +$2.94K +27 +0.5%
FUBT
904
First United Bank & Trust
Maryland
$479K +$46.3K +425 +9%
BCM
905
Berbice Capital Management
New York
$479K – – –
VCM
906
Virtue Capital Management
Tennessee
$478K +$546K +5,008 New
CFD
907
Creative Financial Designs
Indiana
$475K -$56.7K -520 -9%
SMA
908
Seven Mile Advisory
New Jersey
$475K -$10.4K -95 -2%
PW
909
PUREfi Wealth
Massachusetts
$473K -$78.2K -718 -13%
HI
910
Harrington Investments
California
$473K +$15.8K +145 +3%
FCAS
911
First Command Advisory Services
Texas
$471K +$1.96K +18 +0.4%
DI
912
Diligent Investors
California
$469K -$94.4K -866 -15%
GWM
913
GK Wealth Management
Nevada
$466K -$116K -1,063 -18%
OWP
914
Obermeyer Wealth Partners
Colorado
$464K -$48.4K -444 -8%
HCM
915
Howland Capital Management
Massachusetts
$463K -$10.9K -100 -2%
SAG
916
SageView Advisory Group
California
$462K +$181K +1,662 +52%
SWM
917
SeaCrest Wealth Management
New York
$460K +$53.2K +488 +11%
OWA
918
Octavia Wealth Advisors
Ohio
$459K -$52.7K -484 -9%
RFN
919
Redwood Financial Network
Ohio
$458K – – –
RCG
920
Regatta Capital Group
California
$458K -$109 -1 -0%
CE
921
Cornerstone Enterprises
Wisconsin
$457K +$41.3K +379 +9%
OIA
922
Optimum Investment Advisors
Illinois
$456K +$25.4K +233 +5%
RIA
923
Realta Investment Advisors
Delaware
$455K -$13.1K -120 -2%
NGA
924
Naples Global Advisors
Florida
$455K +$5.88K +54 +1%
EAM
925
Evanson Asset Management
California
$455K – – –
35 36
37
38 39