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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1476
Beaumont Financial Advisors
Massachusetts
$259K +$31.2K +150 +14%
WAAG
1477
Wealth Alliance Advisory Group
Kansas
$258K – – –
GEA
1478
Glen Eagle Advisors
New Jersey
$257K -$33.9K -163 -12%
SNT
1479
Security National Trust
West Virginia
$257K – – –
LWM
1480
Lyell Wealth Management
California
$255K -$6.9M -33,132 -97%
HJMC
1481
Hellman Jordan Management Company
Massachusetts
$255K -$1.67K -8 -0.7%
AF
1482
Aldebaran Financial
$253K – – –
GBBWRPM
1483
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$248K -$23.5K -113 -9%
WLPWM
1484
Walled Lake Planning & Wealth Management
Illinois
$247K – – –
WWM
1485
Windsor Wealth Management
Indiana
$247K – – –
TC
1486
TAP Consulting
Missouri
$246K -$26.7K -128 -10%
PWM
1487
PBMares Wealth Management
Virginia
$245K – – –
KMWM
1488
Keudell/Morrison Wealth Management
Oregon
$244K +$235K +1,129 New
SIAP
1489
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K -$26K -125 -10%
WCG
1490
Weaver Consulting Group
California
$243K -$15.2K -73 -6%
PG
1491
Prostatis Group
Maryland
$242K +$233K +1,121 New
HFA
1492
Hoover Financial Advisors
Pennsylvania
$239K -$2.08K -10 -0.9%
PIM
1493
Penobscot Investment Management
Massachusetts
$239K – – –
SAM
1494
SP Asset Management
California
$239K +$230K +1,106 New
LI
1495
LVZ Inc
Michigan
$238K – – –
MSA
1496
Marino Stram & Associates
Massachusetts
$238K +$4.17K +20 +2%
IFG
1497
Investors Financial Group
Minnesota
$237K -$142K -680 -38%
CAG
1498
Curtis Advisory Group
California
$237K – – –
BOS
1499
Bank of Stockton
California
$237K +$229K +1,100 New
HPCM
1500
Hunter Perkins Capital Management
Illinois
$237K +$229K +1,100 New
58 59
60
61 62