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Name Holding Trade Value Shares
Change 		Change in
Stake
NIWA
1151
New Insight Wealth Advisors
California
$576K -$44.3K -276 -7%
WAAG
1152
Wealth Alliance Advisory Group
Kansas
$573K – – –
CIA
1153
Choate Investment Advisors
Massachusetts
$572K +$27.9K +174 +5%
KGP
1154
Keystone Global Partners
Colorado
$570K – – –
AWM
1155
Accurate Wealth Management
Florida
$566K +$803 +5 +0.1%
TWM
1156
Trueblood Wealth Management
Ohio
$562K +$28.7K +179 +5%
RCA
1157
Resonant Capital Advisors
Wisconsin
$561K +$6.74K +42 +1%
CWA
1158
Clarity Wealth Advisors
California
$559K – – –
FCH
1159
Freestone Capital Holdings
Washington
$559K -$47.8K -298 -8%
APW
1160
Aventura Private Wealth
Florida
$559K +$14.8K +92 +3%
NA
1161
Nautilus Advisors
California
$557K -$56.2K -350 -9%
WWM
1162
Western Wealth Management
Colorado
$557K +$116K +723 +26%
OFG
1163
Oxford Financial Group
Indiana
$556K +$10.6K +66 +2%
VCP
1164
Verus Capital Partners
Arizona
$555K +$59.6K +371 +12%
TSMHT
1165
Thurston Springer Miller Herd & Titak
Indiana
$553K +$458K +2,850 +486%
MIM
1166
Moseley Investment Management
Florida
$550K -$35.8K -223 -6%
OCM
1167
One Capital Management
California
$550K +$548K +3,415 New
BCM
1168
Bannerstone Capital Management
Minnesota
$543K +$542K +3,374 New
LCAM
1169
London & Capital Asset Management
United Kingdom
$538K +$537K +3,343 New
RWA
1170
Redhawk Wealth Advisors
Minnesota
$535K -$6.74K -42 -1%
WC
1171
Westerkirk Capital
$533K -$7.67M -47,800 -94%
DI
1172
Diligent Investors
California
$533K +$3.21K +20 +0.6%
TCA
1173
Trifecta Capital Advisors
Illinois
$531K – – –
EFL
1174
ERn Financial LLC
Wisconsin
$530K -$8.19K -51 -2%
GFPC
1175
Global Financial Private Client
Florida
$527K – – –
45 46
47
48 49