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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1601
Toth Financial Advisory
Virginia
$2.7M +$15.9K +40 +0.6%
CB
1602
Chris Bulman
California
$2.7M – – –
CIM
1603
CIM Investment Management
Pennsylvania
$2.7M -$227K -571 -8%
CCWM
1604
Cassaday & Co Wealth Management
Virginia
$2.69M +$5.17K +13 +0.2%
FP
1605
FFG Partners
Florida
$2.69M -$357K -897 -12%
CP
1606
Camelot Portfolios
Ohio
$2.69M -$23.9K -60 -0.9%
MPPHD
1607
Maloon Powers Pitre Higgins & Dennehy
California
$2.69M +$2.54M +6,399 New
WFC
1608
Western Financial Corp
California
$2.69M -$577K -1,452 -18%
UAML
1609
US Asset Management LLC
Pennsylvania
$2.69M +$5.97K +15 +0.2%
IWA
1610
IBEX Wealth Advisors
New Jersey
$2.69M -$68K -171 -3%
SCM
1611
Sage Capital Management
New Jersey
$2.68M +$2.2M +5,527 +653%
RWA
1612
Redhawk Wealth Advisors
Minnesota
$2.68M +$59.7K +150 +2%
OWMIAS
1613
One Wealth Management Investment & Advisory Services
Florida
$2.67M -$89.5K -225 -3%
ACA
1614
Affinity Capital Advisors
California
$2.67M +$121K +305 +5%
ACS
1615
Archford Capital Strategies
Illinois
$2.66M +$86.7K +218 +4%
BWM
1616
Bernicke Wealth Management
Wisconsin
$2.66M -$52.1K -131 -2%
SH
1617
SLT Holdings
Arizona
$2.66M -$33.8K -85 -1%
RWP
1618
Revolve Wealth Partners
New Jersey
$2.66M +$43K +108 +2%
YDMI
1619
Y.D. More Investments
Israel
$2.66M +$16.3K +41 +0.6%
PWM
1620
Purus Wealth Management
California
$2.65M -$23.9K -60 -0.9%
CWG
1621
Crown Wealth Group
North Carolina
$2.65M +$343K +862 +16%
AI
1622
Atom Investors
Texas
$2.65M +$2.51M +6,300 New
BEW
1623
Burton Enright Welch
California
$2.64M +$39K +98 +2%
WJWM
1624
Williams Jones Wealth Management
New York
$2.64M -$980K -2,464 -28%
BLAM
1625
Bourne Lent Asset Management
New York
$2.64M – – –
63 64
65
66 67