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Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
1501
Haverford Trust Company
Pennsylvania
$536K +$453K +2,683 New
DA
1502
Dover Advisors
Virginia
$534K +$16.4K +97 +4%
ATPW
1503
Ashton Thomas Private Wealth
Arizona
$534K -$14.7K -87 -3%
1IA
1504
1834 Investment Advisors
Wisconsin
$534K -$433K -2,562 -49%
TCM
1505
True Capital Management
California
$534K +$6.59K +39 +1%
RG
1506
Rathbones Group
United Kingdom
$530K -$21.1K -125 -4%
MTWM
1507
Masso Torrence Wealth Management
New Jersey
$525K -$77.9K -461 -15%
T
1508
TRUADVICE
Florida
$524K +$447K +2,644 New
AWM
1509
Angeles Wealth Management
California
$524K +$78.9K +467 +22%
ACM
1510
Allred Capital Management
Texas
$521K -$7.09K -42 -2%
DF
1511
Donoghue Forlines
Massachusetts
$519K -$46.8K -277 -10%
WCFA
1512
Walkner Condon Financial Advisors
Wisconsin
$519K +$8.61K +51 +2%
LA
1513
Legacy Advisors
Pennsylvania
$519K +$61.3K +363 +16%
AF
1514
Advisornet Financial
Minnesota
$516K +$31.1K +184 +8%
ACI
1515
Alpha Cubed Investments
California
$513K -$98.5K -583 -19%
FWP
1516
FAS Wealth Partners
Kansas
$513K -$10.6K -63 -2%
PWP
1517
Perfromance Wealth Partners
Illinois
$510K +$431K +2,553 New
AWS
1518
Aspen Wealth Strategies
Colorado
$509K +$1.69K +10 +0.4%
CPRC
1519
Consolidated Portfolio Review Corp
New York
$508K +$429K +2,542 New
CC
1520
Commons Capital
Massachusetts
$505K -$19.1K -113 -4%
HL
1521
HeadInvest LLC
Maine
$505K -$411K -2,432 -49%
BBW
1522
Blue Barn Wealth
Utah
$505K +$427K +2,526 New
MA
1523
Montag & Associates
Georgia
$502K – – –
KFI
1524
Key Financial Inc
Pennsylvania
$501K – – –
NL
1525
NWAM LLC
Washington
$500K -$57.4K -340 -12%
59 60
61
62 63