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Name Holding Trade Value Shares
Change 		Change in
Stake
AGM
3001
Alpine Global Management
New York
$529K +$373K +910 New
RSA
3002
River Street Advisors
Illinois
$527K +$372K +907 New
WWMSC
3003
Wagner Wealth Management (South Carolina)
South Carolina
$527K +$372K +907 New
DWM
3004
Denver Wealth Management
Colorado
$526K +$371K +905 New
CTA
3005
Colonial Trust Advisors
South Carolina
$526K -$12.7K -31 -3%
OAS
3006
Optivise Advisory Services
Tennessee
$525K +$370K +903 New
TW
3007
Towerpoint Wealth
California
$525K +$370K +903 New
TIAM2
3008
Tru Independence Asset Management 2
Oregon
$525K +$370K +903 New
FWWM
3009
Fiscal Wisdom Wealth Management
Connecticut
$523K +$369K +900 New
HHAA
3010
Henry H. Armstrong Associates
Pennsylvania
$523K +$369K +900 New
CWP
3011
Core Wealth Partners
California
$522K +$369K +899 New
VPW
3012
Vaquero Private Wealth
Texas
$522K +$368K +898 New
ACM
3013
Advance Capital Management
Michigan
$520K +$367K +896 New
TLP
3014
Trinity Legacy Partners
Texas
$520K -$130K -318 -23%
CHA
3015
Cooper/Haims Advisors
New York
$520K +$367K +895 New
LBC
3016
Lane Brothers & Co
Arizona
$518K +$365K +891 New
APA
3017
Astoria Portfolio Advisors
New York
$516K -$2.87K -7 -0.8%
HP
3018
Hilltop Partners
Indiana
$516K +$364K +889 New
MGI
3019
Miller Global Investments
Texas
$516K -$1.16M -2,826 -76%
BWS
3020
Buck Wealth Strategies
Colorado
$515K -$276K -674 -43%
WWM
3021
Wiser Wealth Management
Georgia
$515K +$364K +887 New
RP
3022
Rice Partnership
Hawaii
$514K +$363K +885 New
MVA
3023
Mount Vernon Associates
Maryland
$514K -$430K -1,050 -54%
MCM
3024
Monument Capital Management
Virginia
$512K +$362K +882 New
WLPWM
3025
Walled Lake Planning & Wealth Management
Illinois
$510K +$360K +878 New
119 120
121
122 123