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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
726
Sheets Smith Wealth Management
North Carolina
$647K +$676K +5,693 New
MFG
727
Menard Financial Group
Texas
$642K -$107K -901 -14%
WIA
728
Wealthedge Investment Advisors
New York
$639K +$668K +5,625 New
RMC
729
Ring Mountain Capital
California
$637K +$665K +5,604 New
VT
730
Vise Technologies
New York
$636K +$134K +1,127 +25%
NWWA
731
New Wave Wealth Advisors
Arkansas
$631K -$24.2K -204 -4%
SGCA
732
Steel Grove Capital Advisors
Tennessee
$625K -$29.7K -250 -4%
A
733
Allianz
Germany
$624K +$139K +1,170 +28%
FCM
734
Fieldview Capital Management
Michigan
$623K +$651K +5,480 New
PFA
735
Petra Financial Advisors
Colorado
$623K +$14.1K +119 +2%
PI
736
PFG Investments
New York
$617K +$645K +5,432 New
BBL
737
Beck Bode LLC
Massachusetts
$617K +$645K +5,429 New
AWA
738
Arete Wealth Advisors
Illinois
$614K -$67.8K -571 -10%
EA
739
Emerald Advisers
Pennsylvania
$612K -$497K -4,184 -44%
PCA
740
Pallas Capital Advisors
Massachusetts
$611K +$26.8K +226 +4%
SFG
741
Sovereign Financial Group
Connecticut
$598K -$2.61K -22 -0.4%
CMBA
742
C.M. Bidwell & Associates
Hawaii
$597K -$7.36K -62 -1%
VWM
743
Venturi Wealth Management
Texas
$596K +$543K +4,575 +684%
CA
744
Claro Advisors
Massachusetts
$589K +$3.56K +30 +0.6%
MWM
745
Mission Wealth Management
California
$588K +$183K +1,543 +42%
AC
746
Aristeia Capital
Connecticut
$587K +$613K +5,164 New
DWM
747
Dynasty Wealth Management
Florida
$586K -$28.5K -240 -4%
IAS
748
Insigneo Advisory Services
Florida
$585K +$31.5K +265 +5%
AFA
749
Arlington Financial Advisors
California
$585K – – –
PS
750
Principal Securities
Iowa
$583K +$253K +2,131 +71%
28 29
30
31 32