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Name Holding Trade Value Shares
Change 		Change in
Stake
PWSG
1176
Pacific Wealth Strategies Group
California
$900K +$52.7K +210 +5%
BCI
1177
Brinker Capital Investments
Pennsylvania
$899K -$6.29M -25,044 -86%
LWMG
1178
Levy Wealth Management Group
Pennsylvania
$897K +$477K +1,899 +89%
SBL
1179
Sargent Bickham Lagudis
Colorado
$896K -$13.6K -54 -1%
F
1180
F3Logic
Minnesota
$896K -$3.77K -15 -0.4%
WP
1181
WMS Partners
Maryland
$895K +$157K +627 +18%
MSS
1182
Mitchell Sinkler & Starr
Pennsylvania
$894K -$2.07M -8,253 -67%
AIMCA
1183
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$888K +$1M +3,990 New
BWM
1184
BCS Wealth Management
Tennessee
$887K +$45.9K +183 +5%
PFA
1185
Paradigm Financial Advisors
Missouri
$886K +$328K +1,308 +49%
AP
1186
Adero Partners
California
$884K +$696K +2,772 +232%
WC
1187
Weil Company
California
$882K – – –
SVCP
1188
Silicon Valley Capital Partners
California
$876K -$414K -1,647 -30%
BFG
1189
Beacon Financial Group
Texas
$874K – – –
OMC
1190
Overbrook Management Corp
New York
$872K +$377K +1,500 +62%
APW
1191
Aurora Private Wealth
New Jersey
$871K -$104K -414 -10%
FWP
1192
FAS Wealth Partners
Kansas
$870K +$76.8K +306 +8%
AWM
1193
Avior Wealth Management
Nebraska
$869K -$34.6K -138 -3%
GWMIA
1194
Global Wealth Management Investment Advisory
Florida
$869K +$11.3K +45 +1%
LCS
1195
Levin Capital Strategies
New York
$868K -$188K -750 -16%
CCMD
1196
Cypress Capital Management (Delaware)
Delaware
$868K – – –
AWM
1197
Avondale Wealth Management
Texas
$868K +$151K +600 +18%
WDC
1198
Woodward Diversified Capital
California
$867K -$197K -783 -17%
BL
1199
Balentine LLC
Georgia
$867K -$29.4K -117 -3%
DAM
1200
Doheny Asset Management
California
$865K -$49K -195 -5%
46 47
48
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