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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1926
Axiom Investment Management
New York
$1.85M -$85.4K -817 -5%
GPFA
1927
Game Plan Financial Advisors
Ohio
$1.85M -$169K -1,614 -9%
WCM
1928
Washington Capital Management
Washington
$1.85M -$174K -1,660 -10%
NRS
1929
Neville Rodie & Shaw
New York
$1.85M – – –
SOS
1930
Silver Oak Securities
Tennessee
$1.85M +$112K +1,068 +7%
FWA
1931
FOCUS Wealth Advisors
Texas
$1.84M +$1.63M +15,626 New
GPA
1932
Garrison Point Advisors
California
$1.83M -$47.1K -450 -3%
RYIA
1933
Roehl & Yi Investment Advisors
Oregon
$1.83M -$315K -3,013 -16%
RB
1934
Richmond Brothers
Michigan
$1.83M +$1.63M +15,599 New
TF
1935
Tudor Financial
Ohio
$1.83M -$272K -2,605 -14%
GDP
1936
Great Diamond Partners
Maine
$1.83M -$5.02K -48 -0.3%
AA
1937
Apriem Advisors
California
$1.83M +$8.57K +82 +0.5%
AA
1938
Alta Advisers
United Kingdom
$1.83M – – –
AWM
1939
Aries Wealth Management
Maine
$1.83M – – –
LC
1940
LCNB Corp
Ohio
$1.83M -$204K -1,950 -11%
RFA
1941
Resurgent Financial Advisors
Georgia
$1.83M +$220K +2,100 +16%
IWP
1942
Insight Wealth Partners
Texas
$1.83M -$31.4K -300 -2%
CWM
1943
Connecticut Wealth Management
Connecticut
$1.82M +$65.8K +629 +4%
CAG
1944
Cypress Advisory Group
Arizona
$1.81M -$1.16M -11,130 -42%
CGPCS
1945
Capital Group Private Client Services
California
$1.81M +$1.61M +15,432 New
RC
1946
Rexford Capital
Texas
$1.81M +$2.3K +22 +0.1%
SB
1947
Sunflower Bank
Texas
$1.81M -$3.14K -30 -0.2%
KMWM
1948
Keudell/Morrison Wealth Management
Oregon
$1.81M +$418 +4 +0%
GA
1949
GraniteShares Advisors
New York
$1.81M +$1.61M +15,418 New
AFTS
1950
American Financial & Tax Strategies
New York
$1.81M -$393K -3,759 -20%
76 77
78
79 80