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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
926
EPG Wealth Management
Georgia
$474K +$19.1K +419 +4%
SW
927
SteelPeak Wealth
California
$473K -$4.43K -97 -0.9%
WA
928
Wealth Advisors
California
$472K +$89.6K +1,962 +24%
MFA
929
Morling Financial Advisors
California
$471K – – –
CHAM
930
Clear Harbor Asset Management
Connecticut
$468K -$4.57K -100 -1%
TC
931
Telemus Capital
Michigan
$467K +$128K +2,794 +38%
MAWA
932
Moss Adams Wealth Advisors
Washington
$466K +$6.67K +146 +1%
SWA
933
Strata Wealth Advisors
Texas
$466K +$463K +10,133 New
AIA
934
Angeles Investment Advisors
California
$465K +$461K +10,101 New
AFP
935
Ausdal Financial Partners
Iowa
$463K +$2.38K +52 +0.5%
CPM
936
Connective Portfolio Management
New York
$460K -$411K -9,000 -47%
FMLI
937
Fukoku Mutual Life Insurance
Japan
$460K +$457K +10,000 New
BWM
938
Bulltick Wealth Management
Florida
$450K -$46K -1,007 -9%
CL
939
Choreo LLC
Illinois
$449K +$9.87K +216 +2%
ONB
940
Old National Bancorp
Indiana
$448K +$14.2K +311 +3%
HCA
941
Harbour Capital Advisors
Virginia
$447K +$148K +3,230 +50%
LFA
942
Lauterbach Financial Advisors
Texas
$445K – – –
KWM
943
Kingsview Wealth Management
Oregon
$444K +$149K +3,254 +51%
SIA
944
Schechter Investment Advisors
Michigan
$443K +$185K +4,040 +72%
ABLA
945
Alan B. Lancz & Associates
Ohio
$442K -$32K -700 -7%
LJAC
946
L.J. Altfest & Co
New York
$441K -$205K -4,486 -32%
WTB
947
Washington Trust Bank
Washington
$436K +$29.7K +650 +7%
TCM
948
Teza Capital Management
Illinois
$433K -$236K -5,167 -35%
IAIM
949
International Assets Investment Management
Florida
$429K +$60.2K +1,318 +16%
GSIAS
950
Garden State Investment Advisory Services
New Jersey
$428K -$36.6K -802 -8%
36 37
38
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