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Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
2701
WJ Financial Advisors
Connecticut
$731K -$248K -2,368 -28%
KAM
2702
Karani Asset Management
New York
$729K -$240K -2,292 -27%
GSWM
2703
Golden State Wealth Management
California
$729K +$260K +2,483 +67%
SLWA
2704
San Luis Wealth Advisors
California
$728K -$30.4K -291 -4%
ACA
2705
Affinity Capital Advisors
California
$727K -$64.9K -621 -9%
FOA
2706
Five Oceans Advisors
California
$725K +$941 +9 +0.1%
AWA
2707
American Wealth Advisors
Georgia
$725K -$15.9K -152 -2%
BI
2708
BFI Infinity
Switzerland
$725K +$645K +6,169 New
MWM
2709
MOKAN Wealth Management
Kansas
$724K +$645K +6,166 New
III
2710
Independent Investors Inc
New York
$724K -$179K -1,710 -22%
BAM
2711
Broyhill Asset Management
North Carolina
$723K -$110K -1,051 -15%
RWM
2712
Riverbend Wealth Management
South Carolina
$723K -$39K -373 -6%
BG
2713
Bollard Group
Massachusetts
$723K +$105 +1 +0%
LCWM
2714
Legacy Capital Wealth Management
Texas
$722K +$180K +1,718 +39%
RFN
2715
RDA Financial Network
Iowa
$722K -$303K -2,896 -32%
BEW
2716
Burton Enright Welch
California
$719K +$1.15K +11 +0.2%
AT
2717
Arlington Trust
Alabama
$719K +$7.53K +72 +1%
WA
2718
Westfuller Advisors
New York
$717K +$36.4K +348 +6%
FHC
2719
First Heartland Consultants
Missouri
$717K +$48.8K +467 +8%
FNBSF
2720
First National Bank Sioux Falls
South Dakota
$716K – – –
TIM
2721
Total Investment Management
Arizona
$716K – – –
SFGM
2722
Stonebridge Financial Group (Missouri)
Missouri
$715K +$46.9K +448 +8%
WP
2723
Waycross Partners
Kentucky
$714K – – –
LCA
2724
Legend Capital Advisors
New York
$713K – – –
FCM
2725
Fortis Capital Management
Washington
$712K +$150K +1,437 +31%
107 108
109
110 111