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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1126
Modern Wealth Management
Kansas
$255K +$234K +2,401 New
FC
1127
Forte Capital
New York
$255K -$73.9K -760 -24%
FM
1128
Family Management
New York
$255K -$24.6K -253 -10%
PGWM
1129
Pitti Group Wealth Management
New York
$255K +$233K +2,397 New
BC
1130
Bayforest Capital
United Kingdom
$254K +$233K +2,392 New
RIP
1131
Reliant Investment Partners
North Carolina
$254K +$232K +2,390 New
VIPI
1132
Vista Investment Partners II
Indiana
$254K +$232K +2,390 New
SEIA
1133
Signature Estate & Investment Advisors
California
$252K +$231K +2,374 New
FSC
1134
Full Sail Capital
Oklahoma
$252K +$231K +2,373 New
QPBE
1135
Quintet Private Bank (Europe)
Luxembourg
$250K +$14.3K +147 +7%
DFA
1136
Davies Financial Advisors
California
$249K -$19.5K -200 -8%
GAM
1137
Gemmer Asset Management
California
$249K +$228K +2,340 New
LWA
1138
LifeGoal Wealth Advisors
New York
$249K +$228K +2,340 New
SFC
1139
Strategic Financial Concepts
Texas
$248K -$42.5K -437 -16%
ATFA
1140
All Terrain Financial Advisors
Minnesota
$248K +$227K +2,335 New
RCAG
1141
Rehmann Capital Advisory Group
Michigan
$248K +$227K +2,330 New
JFGIW
1142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$248K -$19.5K -200 -9%
BWA
1143
Blodgett Wealth Advisors
California
$247K +$226K +2,325 New
IAMOG
1144
Investors Asset Management of Georgia
Georgia
$247K -$80.2K -825 -26%
SHFA
1145
SS&H Financial Advisors
Michigan
$247K +$226K +2,320 New
FFS
1146
Founders Financial Securities
Maryland
$246K +$225K +2,318 New
VWA
1147
Visionary Wealth Advisors
Illinois
$246K +$225K +2,314 New
PFG
1148
Prosperity Financial Group
California
$246K +$225K +2,310 New
WP
1149
WealthPLAN Partners
Nebraska
$246K +$225K +2,310 New
KA
1150
Kozak & Associates
Colorado
$245K -$308K -3,167 -59%
44 45
46
47 48