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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1701
Cypress Wealth Services
California
$255K +$219K +1,340 New
OWIM
1702
Old West Investment Management
California
$255K +$219K +1,339 New
SIS
1703
Strategic Investment Solutions
Illinois
$255K +$199K +1,218 New
BRM
1704
Boston Research & Management
Massachusetts
$255K +$219K +1,339 New
FMC
1705
First Merchants Corp
Indiana
$254K +$218K +1,335 New
AWA
1706
Acorn Wealth Advisors
Michigan
$254K +$218K +1,332 New
SQA
1707
Simon Quick Advisors
New Jersey
$254K +$218K +1,333 New
C
1708
CFO4Life
Texas
$254K +$218K +1,332 New
CG
1709
CFO4Life Group
Texas
$254K +$218K +1,332 New
NHT
1710
New Hampshire Trust
New Hampshire
$254K +$218K +1,332 New
FPB
1711
First PREMIER Bank
South Dakota
$253K
SCG
1712
Sonata Capital Group
Washington
$253K +$217K +1,328 New
MCA
1713
MSH Capital Advisors
Arizona
$253K -$56.8K -347 -21%
SW
1714
Simplicity Wealth
New Jersey
$252K +$217K +1,325 New
SSWM
1715
Smith Salley Wealth Management
North Carolina
$252K +$217K +1,325 New
SIC
1716
Salem Investment Counselors
North Carolina
$252K +$24.5K +150 +13%
KP
1717
Keel Point
Alabama
$252K +$217K +1,324 New
PFG
1718
Prosperity Financial Group
California
$252K +$217K +1,324 New
RWMG
1719
Redwood Wealth Management Group
New Jersey
$252K +$216K +1,323 New
GIA
1720
GHP Investment Advisors
Colorado
$252K -$18.8K -115 -8%
ZIMP
1721
Zimmermann Investment Management & Planning
Pennsylvania
$252K +$216K +1,321 New
VAS
1722
Vestmark Advisory Solutions
Massachusetts
$252K +$216K +1,321 New
JC
1723
JB Capital
Connecticut
$251K +$216K +1,320 New
DC
1724
DeDora Capital
California
$250K +$215K +1,315 New
AWM
1725
Angeles Wealth Management
California
$250K +$215K +1,313 New