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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2126
Outlook Wealth Advisors
Texas
$717K -$5.79K -29 -0.8%
CT
2127
Chicago Trust
Illinois
$717K +$342K +1,711 +91%
SAM
2128
Stewart Asset Management
New York
$717K +$435K +2,176 +155%
AWM
2129
Alterna Wealth Management
Texas
$715K – – –
CIP
2130
Convergence Investment Partners
Florida
$713K -$18.2K -91 -2%
PDM
2131
Penn Davis McFarland
Texas
$712K -$360K -1,800 -34%
JCM
2132
Jag Capital Management
Missouri
$709K -$19.9M -99,793 -97%
EWM
2133
Executive Wealth Management
Michigan
$709K -$24.6K -123 -3%
BAM
2134
Bellevue Asset Management
Washington
$708K – – –
XF
2135
XML Financial
Maryland
$707K +$44.3K +222 +7%
BFWA
2136
Benchmark Financial Wealth Advisors
Florida
$702K +$14.6K +73 +2%
SB
2137
Sunflower Bank
Texas
$697K -$117K -584 -14%
3F
2138
360 Financial
Minnesota
$697K – – –
FC
2139
Fulcrum Capital
Washington
$696K -$141K -707 -17%
BWCS
2140
Beirne Wealth Consulting Services
Connecticut
$696K +$695K +3,481 New
TF
2141
Trek Financial
Arizona
$695K +$146K +729 +27%
SHA
2142
Seneca House Advisors
Virginia
$695K +$296K +1,482 +74%
ACWM
2143
Adams Chetwood Wealth Management
North Carolina
$693K +$200 +1 +0%
ECM
2144
Elgethun Capital Management
South Dakota
$690K – – –
N
2145
Natixis
France
$690K – – –
PP
2146
Palladium Partners
Virginia
$687K +$18K +90 +3%
TWA
2147
TCI Wealth Advisors
Arizona
$686K -$30.8K -154 -4%
GA
2148
Geller Advisors
New York
$686K -$1.2K -6 -0.2%
WCM
2149
Wedge Capital Management
North Carolina
$685K -$12.4K -62 -2%
AG
2150
AlphaSimPlex Group
Massachusetts
$684K +$684K +3,422 New
84 85
86
87 88