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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
2701
MBL Wealth
North Carolina
$6.62M +$6.37M +37,894 New
NEWAS
2702
N.E.W. Advisory Services
Wisconsin
$6.6M -$39K -232 -0.4%
TCPWM
2703
Traverso Chambers Private Wealth Management
California
$6.59M +$10.8K +64 +0.2%
WBCM
2704
Wilson & Boucher Capital Management
California
$6.57M +$31.3K +186 +0.5%
KAM
2705
Karani Asset Management
New York
$6.56M +$143K +852 +2%
OFA
2706
Oak Family Advisors
Illinois
$6.54M -$286K -1,703 -4%
NC
2707
NewSquare Capital
Pennsylvania
$6.54M +$113K +672 +2%
IIM
2708
InTrack Investment Management
Vermont
$6.53M -$323K -1,919 -5%
PWM
2709
PBMares Wealth Management
Virginia
$6.52M +$635K +3,775 +11%
MA
2710
McBroom & Associates
Nevada
$6.51M -$245K -1,456 -4%
SCP
2711
Shorepoint Capital Partners
Massachusetts
$6.51M -$276K -1,641 -4%
NERM
2712
New England Research & Management
Illinois
$6.51M -$145K -863 -2%
OCM
2713
Objective Capital Management
Ohio
$6.5M -$23.4K -139 -0.4%
PWMG
2714
Pinnacle Wealth Management Group
Michigan
$6.47M +$88.3K +525 +1%
PB
2715
Pinnacle Bancorp
Nebraska
$6.47M -$126K -747 -2%
DA
2716
Dash Acquisitions
California
$6.46M +$629K +3,742 +11%
LS
2717
Leelyn Smith
Illinois
$6.46M -$58.5K -348 -0.9%
SA
2718
Sicart Associates
New York
$6.45M -$76.7K -456 -1%
VC
2719
Veracity Capital
Georgia
$6.45M +$748K +4,447 +14%
WWM
2720
WT Wealth Management
Arizona
$6.45M -$288K -1,713 -4%
FB
2721
First Bancorp
Maine
$6.44M -$138K -823 -2%
FPFS
2722
First Personal Financial Services
North Carolina
$6.42M +$100K +597 +2%
RGI
2723
River Global Investors
United Kingdom
$6.41M – – –
SHFA
2724
SC&H Financial Advisors
Maryland
$6.41M -$196K -1,164 -3%
AAM
2725
Auxier Asset Management
Oregon
$6.4M -$170K -1,009 -3%
107 108
109
110 111