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Name Holding Trade Value Shares
Change 		Change in
Stake
AGAM
1951
Avalon Global Asset Management
California
$13.4M – – –
CA
1952
Crewe Advisors
Utah
$13.4M +$14.2M +77,899 New
WA
1953
Wambolt & Associates
Colorado
$13.3M -$10.8M -59,603 -43%
RCM
1954
Radnor Capital Management
Pennsylvania
$13.3M -$654K -3,597 -4%
PFGIA
1955
Patriot Financial Group Insurance Agency
Massachusetts
$13.3M +$93.5K +514 +0.7%
MFWP
1956
Mosaic Family Wealth Partners
Missouri
$13.3M -$4.02M -22,093 -22%
CC
1957
Capital Counsel
New York
$13.3M -$92.7K -510 -0.7%
KNW
1958
Kesler Norman & Wride
Utah
$13.3M +$1.43M +7,858 +11%
SIS
1959
Sound Income Strategies
Florida
$13.3M +$413K +2,273 +3%
QWM
1960
Quadcap Wealth Management
Texas
$13.3M -$187K -1,028 -1%
DIM
1961
DLK Investment Management
California
$13.3M +$435K +2,390 +3%
GLR
1962
Great Lakes Retirement
Ohio
$13.2M -$1.86M -10,220 -12%
BWM
1963
Bulltick Wealth Management
Florida
$13.2M +$5.13M +28,209 +58%
PP
1964
Pegasus Partners
Wisconsin
$13.2M -$591K -3,250 -4%
BCG
1965
Breakwater Capital Group
New Jersey
$13.2M -$309K -1,698 -2%
TPA
1966
Trivium Point Advisory
Connecticut
$13.2M +$900K +4,948 +7%
WA
1967
WealthTrust Axiom
Pennsylvania
$13.2M -$1.05M -5,793 -7%
SCP
1968
Silverleafe Capital Partners
Tennessee
$13.2M -$936K -5,146 -6%
HNW
1969
High Note Wealth
Minnesota
$13.2M +$275K +1,512 +2%
SFS
1970
Strategic Financial Services
New York
$13.2M +$51.1K +281 +0.4%
EAM
1971
EFG Asset Management
Oregon
$13.1M -$72.5K -399 -0.5%
SGA
1972
Strategic Global Advisors
California
$13.1M -$600K -3,302 -4%
CWM
1973
Centurion Wealth Management
Virginia
$13.1M +$545 +3 +0%
BEI
1974
Benjamin Edwards Inc
Missouri
$13.1M +$387K +2,128 +3%
TPCM
1975
Two Point Capital Management
New York
$13.1M +$18.2K +100 +0.1%
77 78
79
80 81