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Name Holding Trade Value Shares
Change 		Change in
Stake
JAWM
1626
J. Arnold Wealth Management
Ohio
$962K -$483K -1,440 -35%
IDBONY
1627
Israel Discount Bank of New York
New York
$962K +$916K +2,730 New
EDRIA
1628
Edmonds Duncan Registered Investment Advisors
Kansas
$958K +$20.1K +60 +2%
AP
1629
Atwood & Palmer
Missouri
$956K +$10.1K +30 +1%
FH
1630
FWG Holdings
Florida
$956K +$112K +333 +12%
EWM
1631
EPG Wealth Management
Georgia
$956K +$157K +468 +21%
BCM
1632
Barden Capital Management
Texas
$956K +$911K +2,715 New
TFS
1633
TrustCore Financial Services
Tennessee
$953K -$272K -810 -23%
EIG
1634
Ellenbecker Investment Group
Wisconsin
$951K -$43.3K -129 -5%
SAM
1635
Simplify Asset Management
Nevada
$951K +$426K +1,269 +89%
NWMG
1636
National Wealth Management Group
Ohio
$948K +$903K +2,691 New
RCG
1637
Rock Creek Group
District of Columbia
$947K +$111K +330 +14%
SWM
1638
Segment Wealth Management
Texas
$947K +$574K +1,710 +175%
FFN
1639
Focus Financial Network
Minnesota
$946K +$303K +903 +51%
SFFS
1640
Stonehage Fleming Financial Services
Jersey
$944K – – –
JC
1641
JB Capital
Connecticut
$943K -$176K -525 -16%
GWAG
1642
Garrett Wealth Advisory Group
Texas
$941K -$101K -300 -10%
BFM
1643
Boston Financial Management
Massachusetts
$941K +$45.3K +135 +5%
HFS
1644
Howard Financial Services
Texas
$938K -$64.4K -192 -7%
EHC
1645
Everett Harris & Co
California
$938K +$50.3K +150 +6%
IFAM
1646
Institutional & Family Asset Management
Colorado
$937K -$332K -990 -27%
WP
1647
WealthShield Partners
North Carolina
$933K +$341K +1,017 +62%
RCM
1648
RB Capital Management
Nevada
$932K +$296K +882 +50%
SFA
1649
Souders Financial Advisors
Ohio
$931K -$46.3K -138 -5%
CCMG
1650
Clark Capital Management Group
Pennsylvania
$931K +$393K +1,173 +80%
64 65
66
67 68