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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1326
Gerber Kawasaki Wealth & Investment Management
California
$750K +$396K +1,777 +101%
SCI
1327
S&CO Inc
Massachusetts
$740K – – –
SFO
1328
Standard Family Office
South Dakota
$739K – – –
IAN
1329
Integrated Advisors Network
Texas
$736K +$327K +1,471 +73%
SSCA
1330
South Shore Capital Advisors
Massachusetts
$735K +$29.6K +133 +4%
SWA
1331
SOA Wealth Advisors
New York
$729K +$17.8K +80 +2%
SCM
1332
Southport Capital Management
Tennessee
$728K +$83.9K +377 +12%
CIC
1333
Carnegie Investment Counsel
Ohio
$726K +$104K +465 +16%
GEA
1334
Glen Eagle Advisors
New Jersey
$722K +$47.4K +213 +7%
SFPG
1335
Stonebridge Financial Planning Group
Florida
$721K -$44.5K -200 -6%
TFGT
1336
TS Financial Group (TSFG)
Illinois
$719K -$25.6K -115 -3%
RIA
1337
Realta Investment Advisors
Delaware
$718K -$132K -594 -15%
VWM
1338
Venturi Wealth Management
Texas
$718K -$50.5K -227 -6%
LAI
1339
Legal Advantage Investments
California
$716K +$27.8K +125 +4%
CFD
1340
Creative Financial Designs
Indiana
$713K +$24.5K +110 +3%
OFG
1341
Oxford Financial Group
Indiana
$710K -$2.67K -12 -0.4%
PNC
1342
Park National Corp
Ohio
$706K +$299K +1,344 +68%
RSWM
1343
Robertson Stephens Wealth Management
California
$703K +$408K +1,834 +124%
HB
1344
Homrich & Berg
Georgia
$702K +$1.11K +5 +0.2%
GSWM
1345
Golden State Wealth Management
California
$701K -$215K -967 -23%
CP
1346
Camelot Portfolios
Ohio
$699K +$267K +1,201 +57%
TIA
1347
Trust Investment Advisors
Indiana
$693K -$9.57K -43 -1%
CAG
1348
Csenge Advisory Group
Florida
$692K -$201K -901 -23%
ICM
1349
IMS Capital Management
Oregon
$688K +$723K +3,249 New
TWI
1350
Thomas White International
Illinois
$684K -$165K -740 -19%
52 53
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55 56