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Name Holding Trade Value Shares
Change 		Change in
Stake
CQS
701
Credential Qtrade Securities
$467K +$6.72K +150 +2%
JPLA
702
Joseph P. Lucia & Associates
New York
$464K – – –
RA
703
Rational Advisors
New York
$459K +$403K +9,000 New
RCAG
704
Rehmann Capital Advisory Group
Michigan
$459K +$349K +7,795 New
WDL
705
Well Done LLC
Michigan
$455K – – –
NCM
706
New Capital Management
Texas
$448K – – –
GWMIA
707
Global Wealth Management Investment Advisory
Florida
$447K +$31.3K +698 +9%
WCG
708
Weaver Consulting Group
California
$444K +$303K +6,756 +345%
LFF
709
Level Four Financial
Texas
$444K +$390K +8,713 New
RIA
710
Regal Investment Advisors
Michigan
$443K +$389K +8,685 New
EAM
711
Evanson Asset Management
California
$440K +$11.4K +254 +3%
CGH
712
Crossmark Global Holdings
Texas
$439K +$896 +20 +0.2%
TA
713
Tiedemann Advisors
New York
$438K +$385K +8,593 New
TCM
714
Tuttle Capital Management
Connecticut
$437K +$384K +8,570 New
AC
715
Avestar Capital
New York
$430K -$419K -9,339 -53%
PRC
716
Pearl River Capital
Michigan
$428K +$376K +8,386 New
CW
717
CreativeOne Wealth
Kansas
$427K +$375K +8,375 New
TCM
718
Teza Capital Management
Illinois
$426K +$374K +8,346 New
S
719
SignatureFD
Georgia
$424K +$31.3K +699 +9%
PA
720
Pinnacle Associates
New York
$423K +$3.58K +80 +1%
IA
721
IFG Advisory
Georgia
$421K -$28K -624 -7%
PFG
722
PAX Financial Group
Texas
$421K +$370K +8,252 New
FAIM
723
Financial Advocates Investment Management
Washington
$419K +$5.15K +115 +2%
AFP
724
Ausdal Financial Partners
Iowa
$416K +$6.72K +150 +2%
CPWM
725
Cypress Point Wealth Management
Texas
$412K +$362K +8,079 New
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