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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1301
Capital Investment Advisors
Georgia
$569K +$72.4K +326 +15%
CCM
1302
Chiron Capital Management
Florida
$569K +$557K +2,507 New
TPCW
1303
TD Private Client Wealth
New York
$565K +$54.7K +246 +11%
SS
1304
Simplicity Solutions
Minnesota
$560K +$104K +467 +23%
CWM
1305
Centric Wealth Management
Illinois
$557K +$148K +667 +37%
LC
1306
LCNB Corp
Ohio
$557K +$250K +1,126 +85%
VSWA
1307
Vontobel Swiss Wealth Advisors
Switzerland
$556K +$552K +2,486 New
EGA
1308
E&G Advisors
Texas
$555K -$564K -2,537 Closed
AWA
1309
Arete Wealth Advisors
Illinois
$549K -$9.71M -43,698 -94%
GVAG
1310
Great Valley Advisor Group
Delaware
$549K -$303K -1,363 -36%
FIM
1311
Freedom Investment Management
Connecticut
$549K -$131K -590 -20%
LWM
1312
Lyell Wealth Management
California
$549K -$84.4K -380 -14%
SVWAG
1313
Sound View Wealth Advisors Group
Georgia
$547K -$44.9K -202 -8%
SC
1314
Savant Capital
Illinois
$547K +$12.2K +55 +2%
AA
1315
Ancora Advisors
Ohio
$545K – – –
SLI
1316
Sumitomo Life Insurance
Japan
$544K -$200K -900 -27%
HI
1317
Hudock Inc
Pennsylvania
$544K -$21.8K -98 -4%
TCOO
1318
Trust Company of Oklahoma
Oklahoma
$542K +$531K +2,391 New
HKAM
1319
Horizon Kinetics Asset Management
New York
$542K +$68.7K +309 +15%
DWP
1320
Destiny Wealth Partners
Florida
$539K – – –
ICP
1321
Interchange Capital Partners
Pennsylvania
$538K -$461K -2,075 -47%
WA
1322
Wambolt & Associates
Colorado
$536K +$203K +914 +61%
WP
1323
WMS Partners
Maryland
$535K -$222 -1 -0%
CCA
1324
Clearwater Capital Advisors
Illinois
$533K +$16.7K +75 +3%
TFO
1325
Tarbox Family Office
California
$533K +$33.3K +150 +7%
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