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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
701
Diligent Investors
California
$946K -$68.3K -280 -6%
RRA
702
Round Rock Advisors
Connecticut
$945K -$488 -2 -0%
SFC
703
SYM Financial Corp
Indiana
$938K +$232K +952 +29%
RMP
704
Richards, Merrill & Peterson
Washington
$934K +$37.8K +155 +4%
DP
705
DDD Partners
Washington
$932K -$781K -3,201 -43%
WPC
706
Wedmont Private Capital
Pennsylvania
$931K -$4.15K -17 -0.4%
NYLIM
707
New York Life Investment Management
New York
$931K +$95.2K +390 +10%
FPF
708
First Pacific Financial
Washington
$927K -$55.2K -226 -5%
SFG
709
Synergy Financial Group
California
$924K -$22.2K -91 -2%
CA
710
Capital Advantage
California
$924K -$488 -2 -0%
CRCM
711
Crystal Rock Capital Management
Illinois
$921K – – –
DWP
712
Daymark Wealth Partners
Ohio
$918K +$44.9K +184 +5%
RFC
713
Regions Financial Corp
Alabama
$912K +$84.5K +346 +9%
IFWM
714
Institute for Wealth Management
Colorado
$906K -$290K -1,188 -22%
JF
715
Jump Financial
Illinois
$906K +$1.01M +4,130 New
PF
716
Phoenix Financial
Israel
$906K -$46.9K -192 -4%
KRW
717
Kaufman Rossin Wealth
Florida
$904K -$53.5K -219 -5%
WIA
718
Wealthedge Investment Advisors
New York
$899K -$42.2K -173 -4%
TWM
719
Tradition Wealth Management
Minnesota
$894K +$11.7K +48 +1%
GJWM
720
Gilliland Jeter Wealth Management
Arkansas
$887K -$9.76K -40 -1%
RIP
721
Reliant Investment Partners
North Carolina
$886K -$30.5K -125 -3%
HAG
722
HighPoint Advisor Group
Illinois
$884K +$440K +1,802 +81%
TVPW
723
Third View Private Wealth
Connecticut
$881K +$981K +4,017 New
PWP
724
Pursue Wealth Partners
California
$878K +$540K +2,212 +124%
YDMI
725
Y.D. More Investments
Israel
$877K – – –
27 28
29
30 31