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Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
1126
Miracle Mile Advisors
California
$927K +$140K +7,021 +20%
SDAM
1127
Shulman DeMeo Asset Management
New York
$920K +$378 +19 +0%
IIM
1128
Ipswich Investment Management
Massachusetts
$919K -$55K -2,766 -6%
PA
1129
Probity Advisors
Texas
$914K -$13.3K -668 -2%
HVIA
1130
Hudson Valley Investment Advisors
New York
$908K -$207K -10,407 -20%
SWP
1131
Strategic Wealth Partners
Ohio
$908K -$262K -13,169 -24%
CRIG
1132
Charter Research & Investment Group
Connecticut
$907K +$7.88K +396 +1%
TMWM
1133
Taylor & Morgan Wealth Management
Michigan
$906K +$8.02K +403 +1%
BP
1134
BNP Paribas
France
$906K – – –
DWT
1135
Dorsey & Whitney Trust
South Dakota
$906K +$57.8K +2,905 +8%
ACGA
1136
Atlanta Consulting Group Advisors
Georgia
$904K +$818K +41,085 New
LWM
1137
LongView Wealth Management
Georgia
$904K -$3.2K -161 -0.4%
TCA
1138
Transcend Capital Advisors
New Jersey
$900K -$21.4K -1,078 -3%
MG
1139
Mather Group
Illinois
$900K -$143K -7,168 -15%
CB
1140
Cadence Bank
Mississippi
$897K -$9.79K -492 -1%
SC
1141
Searle & Co
Connecticut
$895K -$235K -11,800 -22%
CFD
1142
Creative Financial Designs
Indiana
$895K -$56.9K -2,859 -7%
PCFFS
1143
Pacific Center for Financial Services
California
$892K -$72.8K -3,659 -8%
SAM
1144
Secure Asset Management
Michigan
$892K +$82.3K +4,137 +11%
BIM
1145
Bridges Investment Management
Nebraska
$890K -$25.9K -1,302 -3%
CLOS
1146
Compagnie Lombard Odier SCmA
Switzerland
$890K -$86.8K -4,362 -10%
PFGIA
1147
Patriot Financial Group Insurance Agency
Massachusetts
$888K +$178K +8,928 +28%
AFT
1148
Alpha Family Trust
California
$888K – – –
CWM
1149
Cahaba Wealth Management
Georgia
$887K +$258K +12,972 +47%
NWWA
1150
New Wave Wealth Advisors
Arkansas
$887K +$7.5K +377 +0.9%
44 45
46
47 48