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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
601
Global Wealth Management Investment Advisory
Florida
$6.43M +$897K +22,112 +16%
WRBC
602
W.R. Berkley Corp
Connecticut
$6.42M – – –
BHPW
603
Beverly Hills Private Wealth
California
$6.41M -$345K -8,494 -5%
DWP
604
Daymark Wealth Partners
Ohio
$6.4M -$115K -2,841 -2%
ZBNA
605
Zions Bancorporation, National Association
Utah
$6.39M -$2.5M -61,573 -28%
HFS
606
Hantz Financial Services
Michigan
$6.35M -$529K -13,035 -8%
SAM
607
Stansberry Asset Management
Texas
$6.33M +$57.7K +1,423 +0.9%
RAG
608
RIA Advisory Group
Iowa
$6.33M +$269K +6,630 +4%
SCM
609
SKBA Capital Management
California
$6.32M +$6.29M +155,100 New
BHWA
610
Beacon Harbor Wealth Advisors
Virginia
$6.3M +$233K +5,755 +4%
ERIC
611
Eagle Rock Investment Company
Georgia
$6.29M -$228K -5,615 -4%
EWA
612
EP Wealth Advisors
California
$6.26M +$6.24M +153,818 New
CTC
613
Central Trust Company
Missouri
$6.24M -$429K -10,572 -6%
GI
614
GLOBALT Investments
Georgia
$6.21M -$212K -5,223 -3%
HCM
615
Howard Capital Management
Georgia
$6.19M +$590K +14,536 +11%
FSG
616
Financial Strategies Group
Michigan
$6.16M +$378K +9,326 +6%
PA
617
Parallel Advisors
California
$6.15M -$837K -20,642 -12%
WANY
618
Wealthspire Advisors (New York)
New York
$6.15M +$503K +12,391 +9%
WAOTB
619
Wealth Advisors of Tampa Bay
Florida
$6.13M +$1.31M +32,179 +27%
VCP
620
Verus Capital Partners
Arizona
$6.13M -$497K -12,252 -8%
RIA
621
RPG Investment Advisory
California
$6.09M +$308K +7,582 +5%
AG
622
Ascent Group
Virginia
$6.09M -$472K -11,645 -7%
PSP
623
Principal Street Partners
Tennessee
$6.08M +$206K +5,067 +4%
KIC
624
Keating Investment Counselors
Florida
$6.06M +$293K +7,230 +5%
TPCW
625
TD Private Client Wealth
New York
$6.05M -$2.95M -72,716 -33%
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