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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
1701
Wealth Group
North Carolina
$493K -$14.5K -90 -3%
AWM
1702
Accel Wealth Management
Iowa
$492K -$161 -1 -0%
CHAM
1703
Clear Harbor Asset Management
Connecticut
$491K -$4.18K -26 -0.9%
ACM
1704
Arlington Capital Management
Illinois
$491K +$3.22K +20 +0.7%
DWAM
1705
Duncan Williams Asset Management
Tennessee
$490K +$5.47K +34 +1%
LF
1706
LifePlan Financial
Minnesota
$490K -$6.27K -39 -1%
MA
1707
MJP Associates
Connecticut
$488K -$37.6K -234 -7%
VAG
1708
VisionPoint Advisory Group
Texas
$488K -$18.2K -113 -4%
GCM
1709
Glaxis Capital Management
Florida
$487K – – –
FCM
1710
Fairbanks Capital Management
California
$487K +$161K +1,000 +50%
FAFN
1711
First Affirmative Financial Network
Colorado
$483K +$77.9K +484 +19%
AIA
1712
Alera Investment Advisors
Illinois
$482K +$236K +1,469 +98%
HG
1713
Harbor Group
New Hampshire
$482K -$22.5K -140 -5%
TCM
1714
Tran Capital Management
California
$481K +$477K +2,968 New
RWI
1715
Red Wave Investments
Pennsylvania
$480K – – –
IP
1716
Ignite Planners
California
$480K -$19.6K -122 -4%
SGAM
1717
Smith Group Asset Management
Texas
$479K -$6.67M -41,450 -93%
ONST
1718
Old North State Trust
North Carolina
$479K – – –
CIM
1719
Contravisory Investment Management
Massachusetts
$478K +$474K +2,947 New
KWMG
1720
King Wealth Management Group
Florida
$478K +$12.9K +80 +3%
OIA
1721
Optimum Investment Advisors
Illinois
$478K +$105K +650 +28%
WA
1722
Wealth Alliance
New York
$476K -$56K -348 -11%
CCA
1723
Cobblestone Capital Advisors
New York
$476K -$59.5K -370 -11%
PWS
1724
Peterson Wealth Services
Utah
$475K +$3.86K +24 +0.8%
HNB
1725
Hilltop National Bank
Wyoming
$475K +$140K +869 +42%
67 68
69
70 71