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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
Mission Wealth Management
California
$2.98M +$510K +6,194 +24%
SGA
952
Strategic Global Advisors
California
$2.98M -$147K -1,780 -5%
TG
953
TCW Group
California
$2.97M +$54.7K +664 +2%
NFG
954
Norris Financial Group
South Carolina
$2.95M +$2.35M +28,567 +946%
1WM
955
1858 Wealth Management
Ohio
$2.92M -$175K -2,130 -6%
AFGAS
956
Allegiance Financial Group Advisory Services
Virginia
$2.91M -$149K -1,808 -5%
DF
957
Donoghue Forlines
Massachusetts
$2.91M +$2.57M +31,217 New
SS
958
SBI Securities
Japan
$2.9M -$295K -3,589 -10%
CWM
959
Circle Wealth Management
New Jersey
$2.87M +$39.4K +479 +2%
AIM
960
Anchor Investment Management
South Carolina
$2.86M -$284K -3,451 -10%
IAS
961
Insigneo Advisory Services
Florida
$2.85M +$390K +4,733 +18%
ATC
962
Argent Trust Co
Tennessee
$2.84M -$380K -4,622 -13%
BCP
963
Blackhawk Capital Partners
Wisconsin
$2.82M +$86.2K +1,047 +4%
BA
964
Bristlecone Advisors
Washington
$2.81M -$165 -2 -0%
LIM
965
Leavell Investment Management
Alabama
$2.81M +$224K +2,715 +10%
BBWA
966
Bell & Brown Wealth Advisors
California
$2.8M +$4.94K +60 +0.2%
CCM
967
Campbell Capital Management
Florida
$2.8M +$2.47M +30,047 New
SFM
968
Sphera Funds Management
Israel
$2.8M – – –
CTA
969
Colonial Trust Advisors
South Carolina
$2.8M +$1.12M +13,612 +83%
HI
970
Harbour Investments
Wisconsin
$2.78M +$1.08M +13,164 +79%
SFFS
971
Stonehage Fleming Financial Services
Jersey
$2.78M – – –
AWCI
972
Alpine Woods Capital Investors
New York
$2.77M -$18.3K -222 -0.7%
RA
973
Rational Advisors
New York
$2.76M +$1.2M +14,540 +97%
IW
974
IronOak Wealth
Texas
$2.76M +$2.43M +29,530 New
FG
975
Formula Growth
Quebec, Canada
$2.75M -$247K -3,000 -9%
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