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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1076
TrustCore Financial Services
Tennessee
$1.13M -$19.5K -114 -2%
CWP
1077
CFM Wealth Partners
Texas
$1.13M -$33.3K -195 -4%
PWSG
1078
Pacific Wealth Strategies Group
California
$1.12M +$316K +1,851 +93%
OAM
1079
Occidental Asset Management
California
$1.12M +$401K +2,349 +97%
CMI
1080
Clare Market Investments
Texas
$1.12M +$815K +4,776 New
CG
1081
Colony Group
Massachusetts
$1.12M +$178K +1,041 +28%
OWA
1082
One Wealth Advisors
California
$1.11M – – –
WIA
1083
Wealthstreet Investment Advisors
Texas
$1.11M -$166K -975 -17%
LW
1084
Linscomb Wealth
Texas
$1.11M +$153K +894 +23%
PMG
1085
ProVise Management Group
Florida
$1.11M -$17.4K -102 -2%
WPC
1086
Waters Parkerson & Co
Louisiana
$1.1M – – –
IWA
1087
Intercontinental Wealth Advisors
Texas
$1.1M +$205K +1,200 +34%
WDC
1088
Woodward Diversified Capital
California
$1.1M +$798K +4,677 New
GSBTD
1089
Glenview State Bank Trust Department
Illinois
$1.1M – – –
HWM
1090
Hohimer Wealth Management
Washington
$1.09M +$6.14K +36 +0.8%
LCS
1091
Levin Capital Strategies
New York
$1.09M -$512K -3,000 -39%
B
1092
Bailard
California
$1.09M +$37.9K +222 +5%
APW
1093
Austin Private Wealth
Texas
$1.09M +$41.5K +243 +6%
SCM
1094
Southport Capital Management
Tennessee
$1.09M -$20K -117 -2%
AAP
1095
Arax Advisory Partners
Colorado
$1.08M -$15.9K -93 -2%
JWBC
1096
John W. Brooker & Co
California
$1.08M – – –
KCPG
1097
Kavar Capital Partners Group
Kansas
$1.08M -$29.2K -171 -4%
CAM
1098
Carret Asset Management
New York
$1.08M +$4.1K +24 +0.5%
MW
1099
MBL Wealth
North Carolina
$1.08M +$784K +4,596 New
HWM
1100
Howard Wealth Management
Connecticut
$1.08M -$53.8K -315 -6%
42 43
44
45 46