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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
1651
Global Assets Advisory
Florida
$292K -$8.15K -25 -3%
CIM
1652
Capital Investment Management
Missouri
$292K -$326 -1 -0.1%
CWG
1653
Crown Wealth Group
North Carolina
$291K +$2.94K +9 +1%
PWM
1654
Pines Wealth Management
North Carolina
$291K +$70.1K +215 +34%
FFA
1655
First Foundation Advisors
California
$290K +$15.3K +47 +6%
DOA
1656
D'Orazio & Associates
Virginia
$290K +$2.61K +8 +0.9%
APP
1657
Avantax Planning Partners
Iowa
$290K – – –
MNBTD
1658
Moody National Bank Trust Division
Texas
$290K – – –
FFS
1659
Founders Financial Securities
Maryland
$289K +$326 +1 +0.1%
FMP
1660
Financial Management Professionals
Texas
$288K +$652 +2 +0.2%
AU
1661
AlphaGrep UK
$288K -$175K -538 -39%
WIM
1662
Walsky Investment Management
Pennsylvania
$287K – – –
WWM
1663
WT Wealth Management
Arizona
$287K – – –
LWA
1664
LifeGoal Wealth Advisors
New York
$287K +$28.1K +86 +11%
DMBA
1665
Deseret Mutual Benefit Administrators
Utah
$287K -$20.5K -63 -7%
DACS
1666
Dymon Asia Capital (Singapore)
Singapore
$286K -$216K -661 -44%
DA
1667
Dover Advisors
Virginia
$285K +$48.9K +150 +20%
AFC
1668
Avise Financial Cooperative
California
$285K -$27.7K -85 -9%
LS
1669
Leelyn Smith
Illinois
$285K +$21.2K +65 +8%
FBC
1670
Fairfield, Bush & Co
Connecticut
$283K -$3.26K -10 -1%
JCM
1671
Jacobsen Capital Management
Utah
$282K – – –
DW30
1672
Drucker Wealth 3.0
New Jersey
$282K +$23.8K +73 +10%
RG
1673
Renaissance Group
Kentucky
$282K -$6.85K -21 -2%
CIAS
1674
Capital Investment Advisory Services
North Carolina
$281K -$9.13K -28 -3%
SM
1675
Salzhauer Michael
$281K – – –
65 66
67
68 69