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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
901
Xcel Wealth Management
Florida
$592K -$123K -1,233 -19%
WP
902
Westmount Partners
California
$589K +$3.5K +35 +0.7%
NFG
903
Nations Financial Group
Iowa
$589K -$13.6K -136 -3%
LAS
904
Legacy Advisory Services
Pennsylvania
$584K -$40K -400 -7%
CA
905
Claro Advisors
Massachusetts
$580K -$124K -1,237 -20%
BCM
906
Berbice Capital Management
New York
$578K – – –
FUBT
907
First United Bank & Trust
Maryland
$577K -$1K -10 -0.2%
TPCW
908
TD Private Client Wealth
New York
$577K -$1.24M -12,392 -71%
OS
909
Objectivity Squared
South Carolina
$576K – – –
WAP
910
Wealthcare Advisory Partners
Pennsylvania
$576K +$123K +1,233 +33%
SMA
911
Seven Mile Advisory
New Jersey
$573K -$200 -2 -0%
DB
912
Danske Bank
Denmark
$573K -$78K -780 -14%
HI
913
Harrington Investments
California
$571K – – –
GWANC
914
Guardian Wealth Advisors (North Carolina)
North Carolina
$571K +$31.4K +314 +7%
FCAS
915
First Command Advisory Services
Texas
$570K – – –
FW
916
FullCircle Wealth
Texas
$568K +$29.6K +296 +7%
AFA
917
AA Financial Advisors
Ohio
$563K -$139K -1,386 -22%
LA
918
LVW Advisors
New York
$561K +$210K +2,098 +76%
CCA
919
Checchi Capital Advisers
California
$560K -$27.6K -276 -5%
KCM
920
KRS Capital Management
Michigan
$558K +$12K +120 +3%
CIA
921
Capital Investment Advisors
Georgia
$557K +$15.1K +151 +3%
QC
922
Quantessence Capital
New York
$556K +$482K +4,823 New
HCM
923
Howland Capital Management
Massachusetts
$554K -$5K -50 -1%
RFN
924
Redwood Financial Network
Ohio
$553K – – –
CFD
925
Creative Financial Designs
Indiana
$553K -$18.5K -185 -4%
35 36
37
38 39