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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
2751
Safeguard Investment Advisory Group
California
$4.28M +$126K +973 +3%
TFA
2752
Trinity Financial Advisors
Ohio
$4.26M -$186K -1,435 -4%
AA
2753
Argent Advisors
Louisiana
$4.26M -$130 -1 -0%
CHA
2754
Cooper/Haims Advisors
New York
$4.25M -$199K -1,539 -5%
NJBEST
2755
New Jersey Better Educational Savings Trust
New Jersey
$4.25M – – –
LMAM
2756
Legg Mason Asset Management
Japan
$4.24M -$359K -2,771 -8%
LWP
2757
Legacy Wealth Planning
Nevada
$4.21M +$194K +1,501 +5%
CFG
2758
CMC Financial Group
Georgia
$4.2M +$28.5K +220 +0.7%
BWA
2759
Burt Wealth Advisors
Maryland
$4.2M -$23.8K -184 -0.6%
HWMA
2760
Heritage Wealth Management (Arizona)
Arizona
$4.2M +$28.5K +220 +0.7%
OCPWS
2761
One Charles Private Wealth Services
Massachusetts
$4.18M +$2.82M +21,788 +250%
DOA
2762
D'Orazio & Associates
Virginia
$4.17M +$528K +4,076 +15%
JDR
2763
Jay D. Rosenbaum
$4.17M -$120K -924 -3%
LFA
2764
Landmark Financial Advisors
Kentucky
$4.17M -$24.4K -188 -0.6%
SC
2765
Shay Capital
New York
$4.15M +$2.8M +21,638 +250%
WQ
2766
Wealth Quarterback
New Jersey
$4.14M +$3.92M +30,257 New
BFS
2767
Bickling Financial Services
Massachusetts
$4.14M +$421K +3,251 +12%
IP
2768
Intellectus Partners
California
$4.14M +$365K +2,815 +10%
GWAG
2769
Garrett Wealth Advisory Group
Texas
$4.14M -$131K -1,009 -3%
CCA
2770
Column Capital Advisors
Indiana
$4.13M -$166K -1,279 -4%
EDRIA
2771
Edmonds Duncan Registered Investment Advisors
Kansas
$4.12M +$6.87K +53 +0.2%
MMHP
2772
Murphy Middleton Hinkle & Parker
Georgia
$4.12M -$503K -3,884 -11%
NC
2773
NewSquare Capital
Pennsylvania
$4.12M +$145K +1,117 +4%
SL
2774
Summitry LLC
California
$4.11M -$393K -3,034 -9%
GSIS
2775
Global Strategic Investment Solutions
Arizona
$4.11M -$896K -6,914 -19%
109 110
111
112 113