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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
1001
Register Financial Advisors
Georgia
$217K +$227K +1,910 New
MWM
1002
Mindset Wealth Management
Indiana
$217K +$227K +1,909 New
RA
1003
RFG Advisory
Alabama
$215K +$225K +1,893 New
ACA
1004
Atlas Capital Advisors
Wyoming
$213K – – –
SIC
1005
SFE Investment Counsel
California
$212K +$222K +1,870 New
AWM
1006
AE Wealth Management
Kansas
$212K -$84.2K -709 -28%
CWA
1007
Cura Wealth Advisors
Illinois
$211K +$221K +1,860 New
IWM
1008
IHT Wealth Management
Illinois
$211K +$220K +1,855 New
SW
1009
StrongBox Wealth
Missouri
$210K +$219K +1,845 New
TAM
1010
Titleist Asset Management
Texas
$209K +$218K +1,837 New
CAWM
1011
Capital Advisors Wealth Management
Washington
$209K +$218K +1,837 New
GWM
1012
Gitterman Wealth Management
New Jersey
$208K +$218K +1,833 New
FA
1013
FSA Advisors
Michigan
$206K – – –
WEG
1014
World Equity Group
Illinois
$205K +$214K +1,806 New
HI
1015
Horizon Investments
North Carolina
$203K +$38.1K +321 +22%
GS
1016
GTS Securities
Florida
$203K -$3.81M -32,071 -95%
CF
1017
Centaurus Financial
California
$202K -$273K -2,298 -56%
FCM
1018
Fourpath Capital Management
Oklahoma
$201K +$18.9K +159 +10%
AC
1019
ASB Consultores
Florida
$201K +$210K +1,768 New
GAA
1020
Global Assets Advisory
Florida
$201K +$201K +1,697 New
RA
1021
RiverPark Advisors
New York
$198K +$37.5K +316 +83%
CFGS
1022
Concourse Financial Group Securities
Alabama
$193K +$28.4K +239 +23%
LOIM
1023
Liberty One Investment Management
Illinois
$192K +$831 +7 +0.4%
CA
1024
Continuum Advisory
Idaho
$172K +$3.92K +33 +2%
HBW
1025
Hazlett, Burt & Watson
West Virginia
$171K -$12.3K -104 -6%
39 40
41
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