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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1501
BlueChip Wealth Advisors
Georgia
$495K -$1.21K -10 -0.2%
DWM
1502
Defined Wealth Management
Oregon
$494K -$2.67K -22 -0.5%
PA
1503
Prossimo Advisors
California
$493K – – –
PA
1504
PFG Advisors
Arizona
$492K -$7.65K -63 -1%
GFS
1505
GYL Financial Synergies
Connecticut
$491K -$40.3K -332 -7%
POIA
1506
Pin Oak Investment Advisors
Texas
$490K – – –
SCM
1507
Saxony Capital Management
Missouri
$490K +$364 +3 +0.1%
GWAG
1508
Garrett Wealth Advisory Group
Texas
$489K +$519K +4,273 New
PP
1509
Patron Partners
Texas
$485K +$364 +3 +0.1%
NFC
1510
Northeast Financial Consultants
Connecticut
$485K – – –
CWM
1511
Concentric Wealth Management
California
$484K – – –
IIC
1512
Integrated Investment Consultants
Michigan
$484K – – –
AG
1513
Advocate Group
Minnesota
$483K – – –
HCM
1514
Hollencrest Capital Management
California
$482K – – –
LAM
1515
Lummis Asset Management
Texas
$482K – – –
HR
1516
Howe & Rusling
New York
$482K +$27.3K +225 +6%
RDWM
1517
Red Door Wealth Management
Tennessee
$481K -$1.7K -14 -0.3%
FNBOMD
1518
First National Bank of Mount Dora
Florida
$479K -$37.9K -312 -7%
CCM
1519
Canal Capital Management
Virginia
$479K +$2.31K +19 +0.5%
MW
1520
Marcum Wealth
Ohio
$479K -$92.1K -758 -15%
I
1521
InceptionR
California
$479K +$181K +1,494 +56%
SGI
1522
Summit Global Investments
Utah
$478K +$152K +1,249 +43%
WI
1523
WrapManager Inc
California
$477K -$51.3K -422 -9%
PC
1524
Port Capital
Illinois
$475K +$3.89K +32 +0.8%
BL
1525
Balentine LLC
Georgia
$473K -$2.63M -21,649 -84%
59 60
61
62 63