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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Arista Wealth Management
Nevada
$561K -$228K -2,438 -30%
SWMP
1702
Signature Wealth Management Partners
New Jersey
$559K – – –
OL
1703
OneFund LLC
Florida
$559K +$17.6K +188 +3%
1WM
1704
1900 Wealth Management
Texas
$559K +$533K +5,704 New
CCA
1705
Cora Capital Advisors
New Jersey
$555K +$3.93K +42 +0.7%
OWCM
1706
One Wealth Capital Management
Arizona
$553K +$314K +3,356 +146%
DG
1707
DMC Group
Alabama
$553K +$528K +5,642 New
CF
1708
Convergence Financial
Missouri
$552K -$54.7K -585 -9%
SCP
1709
Sivia Capital Partners
California
$550K +$48.1K +514 +10%
CCA
1710
Checchi Capital Advisers
California
$549K -$236K -2,521 -31%
LIP
1711
Lighthouse Investment Partners
Florida
$549K -$1.68M -17,964 -76%
TVM
1712
True Vision MN
Minnesota
$549K +$5.61K +60 +1%
PJWM
1713
Philip James Wealth Mangement
Georgia
$548K +$163K +1,746 +45%
AIM
1714
Advyzon Investment Management
Illinois
$547K +$156K +1,668 +43%
MCA
1715
Millennium Capital Advisors
Arkansas
$546K +$19.6K +210 +4%
SWA
1716
SFMG Wealth Advisors
Texas
$544K -$12.3K -132 -2%
KNW
1717
Kesler Norman & Wride
Utah
$542K +$840K +8,985 New
ET
1718
Equitable Trust
Tennessee
$540K +$157K +1,682 +44%
AFA
1719
American Financial Advisors
Georgia
$534K +$4.21K +45 +0.8%
A
1720
AlphaQuest
New York
$533K +$127K +1,361 +33%
RIA
1721
Regal Investment Advisors
Michigan
$531K +$97.7K +1,045 +24%
WSFS
1722
Wilmington Savings Fund Society
Delaware
$531K -$6.04M -64,558 -92%
OWA
1723
Outlook Wealth Advisors
Texas
$531K +$270K +2,889 +114%
CIM
1724
CIM Investment Management
Pennsylvania
$530K -$89.4K -956 -15%
CWM
1725
Cornerstone Wealth Management
Missouri
$529K +$18.7K +200 +4%
67 68
69
70 71