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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
901
Cornerstone Wealth Management
Missouri
$1.76M +$293K +1,167 +17%
OPWM
902
Oxinas Partners Wealth Management
Indiana
$1.76M +$1.42M +5,643 +251%
MGIM
903
M&G Investment Management
United Kingdom
$1.75M -$21.8K -87 -1%
FBB
904
Fulton Breakefield Broenniman
Maryland
$1.75M +$263K +1,047 +15%
AWA
905
Arkadios Wealth Advisors
Georgia
$1.74M -$659K -2,625 -25%
PWM
906
PRW Wealth Management
Massachusetts
$1.74M -$295K -1,176 -13%
RIG
907
Roosevelt Investment Group
New York
$1.74M +$51.2K +204 +3%
CP
908
Cumberland Partners
Ontario, Canada
$1.73M – – –
SWA
909
Stratos Wealth Advisors
Ohio
$1.73M -$50.5K -201 -3%
CG
910
Colony Group
Massachusetts
$1.72M +$742K +2,955 +62%
FIA
911
FNY Investment Advisers
New York
$1.72M +$1.93M +7,704 New
TC
912
Telemus Capital
Michigan
$1.71M -$258K -1,026 -12%
CGA
913
Crescent Grove Advisors
Illinois
$1.71M +$46.7K +186 +2%
CCM
914
Colorado Capital Management
Colorado
$1.7M -$753 -3 -0%
CWA
915
Clarity Wealth Advisors
California
$1.7M -$439K -1,749 -19%
BC
916
Burney Company
Virginia
$1.69M -$41.4K -165 -2%
MAM
917
Morse Asset Management
Connecticut
$1.69M -$1.04M -4,131 -35%
IC
918
Intersect Capital
California
$1.67M +$57.2K +228 +3%
AFAS
919
Acorn Financial Advisory Services
Virginia
$1.67M +$423K +1,686 +29%
ESBC
920
E.S. Barr & Co
Kentucky
$1.66M – – –
CFO
921
Colony Family Offices
North Carolina
$1.66M +$1.87M +7,455 New
HA
922
Harfst & Associates
Wyoming
$1.65M +$163K +648 +10%
BAAM
923
Baker Avenue Asset Management
California
$1.65M +$49.7K +198 +3%
PWMAG
924
Pinnacle Wealth Management Advisory Group
New Jersey
$1.64M +$1.01M +4,020 +120%
SFS
925
Strategic Financial Services
New York
$1.64M -$753 -3 -0%
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