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Name Holding Trade Value Shares
Change 		Change in
Stake
PSF
1476
Pacific Sun Financial
California
$410K +$415K +1,862 New
GAG
1477
GM Advisory Group
New York
$409K -$13.6K -61 -3%
PFM
1478
Parsec Financial Management
North Carolina
$408K – – –
NHC
1479
Nicholas Hoffman & Company
Georgia
$408K +$159K +715 +63%
WA
1480
WESPAC Advisors
California
$407K +$217K +975 +111%
VIA
1481
Vident Investment Advisory
Georgia
$405K +$411K +1,841 New
LF
1482
Lee Financial
Texas
$403K +$9.59K +43 +2%
CL
1483
COWA LLC
Oklahoma
$403K +$37.5K +168 +10%
EWM
1484
Executive Wealth Management
Michigan
$402K -$41K -184 -9%
JF
1485
JSF Financial
California
$402K -$5.35K -24 -1%
RHP
1486
Royal Harbor Partners
Texas
$402K – – –
RTS
1487
Round Table Services
New Jersey
$402K +$37.9K +170 +10%
HIP
1488
HUB Investment Partners
Texas
$401K -$168K -755 -29%
FANJ
1489
Financial Architects (New Jersey)
New Jersey
$400K -$89.2K -400 -18%
QCIG
1490
Quad-Cities Investment Group
Iowa
$400K -$44.6K -200 -10%
FCA
1491
FinTrust Capital Advisors
South Carolina
$399K +$217K +975 +116%
TCPWM
1492
Traverso Chambers Private Wealth Management
California
$398K – – –
KPW
1493
Kore Private Wealth
New York
$398K +$8.47K +38 +2%
WF
1494
Welch & Forbes
Massachusetts
$398K +$22.3K +100 +6%
SFG
1495
SevenBridge Financial Group
Pennsylvania
$398K +$23.4K +105 +6%
APWM
1496
Atlas Private Wealth Management
New York
$396K -$9.37K -42 -2%
NFGCM
1497
Norman Fields Gottscho Capital Management
New York
$396K – – –
NWS
1498
Newport Wealth Strategies
California
$394K -$81.6K -366 -17%
SYBT
1499
Stock Yards Bank & Trust
Kentucky
$393K -$6.69K -30 -2%
BIC
1500
Beach Investment Counsel
Pennsylvania
$393K – – –
58 59
60
61 62