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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1926
Lantern Wealth Advisors
New York
$869K +$878K +17,194 New
WW
1927
Westshore Wealth
California
$868K -$57.6K -1,127 -6%
LC
1928
LCNB Corp
Ohio
$866K +$37K +725 +4%
WC
1929
Whitney & Co
New York
$863K -$28.3K -553 -3%
KCM
1930
KRS Capital Management
Michigan
$862K +$28.6K +560 +3%
CWM
1931
Calamos Wealth Management
Illinois
$861K -$86.4K -1,691 -9%
EFMC
1932
Empire Financial Management Company
New York
$860K +$16.9K +331 +2%
AGWCA
1933
Annis Gardner Whiting Capital Advisors
Florida
$859K +$82K +1,604 +10%
CF
1934
Centaurus Financial
California
$859K -$586K -11,471 -40%
MFS
1935
Monetta Financial Services
Illinois
$859K – – –
KAS
1936
KPP Advisory Services
Kentucky
$858K -$73K -1,429 -8%
MA
1937
MBA Advisors
Pennsylvania
$858K -$26.3K -515 -3%
CPA
1938
Cardiff Park Advisors
California
$857K +$102 +2 +0%
JWM
1939
Janiczek Wealth Management
Colorado
$854K +$56.7K +1,109 +7%
GAG
1940
GM Advisory Group
New York
$853K -$1.99K -39 -0.2%
CCM
1941
Chilton Capital Management
Texas
$852K +$2.15K +42 +0.2%
HCM
1942
Howland Capital Management
Massachusetts
$852K +$63.8K +1,249 +8%
SB
1943
Sunflower Bank
Texas
$851K +$9.86K +193 +1%
RCM
1944
Raleigh Capital Management
North Carolina
$851K -$320K -6,258 -27%
PG
1945
Proffitt & Goodson
Tennessee
$850K +$6.59K +129 +0.8%
PWM
1946
Paulson Wealth Management
Illinois
$849K -$3.68K -72 -0.4%
PSC
1947
Portman Square Capital
United Kingdom
$849K +$475K +9,303 +124%
MSWM
1948
McGlone Suttner Wealth Management
Wisconsin
$847K -$11.1K -217 -1%
SOAMC
1949
Spirit of America Management Corp
New York
$846K – – –
LTAS
1950
Linden Thomas Advisory Services
North Carolina
$845K +$94.6K +1,852 +12%
76 77
78
79 80