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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
1951
Global Strategic Investment Solutions
Arizona
$549K – – –
CWM
1952
Connecticut Wealth Management
Connecticut
$548K +$356 +2 +0.1%
PA
1953
Probity Advisors
Texas
$543K -$11K -62 -2%
LWS
1954
Lucia Wealth Services
California
$540K +$6.77K +38 +1%
SP
1955
SWS Partners
Ohio
$539K +$712 +4 +0.1%
GM
1956
GeoWealth Management
Illinois
$538K +$558K +3,131 New
BFA
1957
Bragg Financial Advisors
North Carolina
$536K +$87.8K +493 +19%
VIA
1958
Vident Investment Advisory
Georgia
$533K -$68.8K -386 -11%
MC
1959
Miles Capital
Iowa
$530K -$356 -2 -0.1%
GC
1960
Gilbert & Cook
Iowa
$529K +$109K +614 +25%
LC
1961
Lavaca Capital
Texas
$525K +$89.2K +501 +20%
PCM
1962
Pointe Capital Management
Michigan
$523K -$72K -404 -12%
RWA
1963
Redhawk Wealth Advisors
Minnesota
$523K +$55.6K +312 +11%
KFGK
1964
Keystone Financial Group (Kentucky)
Kentucky
$522K +$1.96K +11 +0.4%
IA
1965
IFG Advisory
Georgia
$521K -$294K -1,650 -35%
IC
1966
Intersect Capital
California
$521K -$1.07K -6 -0.2%
MMHP
1967
Murphy Middleton Hinkle & Parker
Georgia
$519K – – –
WAAG
1968
Wealth Alliance Advisory Group
Kansas
$518K +$3.03K +17 +0.6%
GWS
1969
Glassman Wealth Services
Virginia
$516K -$4.28K -24 -0.8%
SKK
1970
Shepherd Kaplan Krochuk
Massachusetts
$516K – – –
QCMA
1971
Quad Capital Management Advisors
New York
$516K +$534K +3,000 New
TC
1972
TradeLink Capital
Illinois
$516K +$534K +3,000 New
SIG
1973
Sky Investment Group
Connecticut
$515K – – –
RGIA
1974
Rainier Group Investment Advisory
Washington
$515K +$25.6K +144 +5%
BCP
1975
Blackhawk Capital Partners
Wisconsin
$514K +$246K +1,380 +87%
77 78
79
80 81