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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1951
Calton & Associates
Florida
$649K -$247K -4,397 -27%
CAM
1952
Cypress Asset Management
Texas
$649K -$2.81K -50 -0.4%
TAIM
1953
TD Ameritrade Investment Management
Nebraska
$647K +$17.3K +308 +2%
FPCP
1954
Fort Point Capital Partners
California
$646K +$221K +3,944 +50%
PWSG
1955
Pacific Wealth Strategies Group
California
$645K – – –
KA
1956
Kozak & Associates
Colorado
$645K +$632K +11,263 New
SAM
1957
SignalPoint Asset Management
Missouri
$643K -$2.08K -37 -0.3%
AIM
1958
Acropolis Investment Management
Missouri
$639K -$16.6K -296 -2%
WA
1959
Winfield Associates
Ohio
$638K -$561 -10 -0.1%
5L
1960
55I LLC
Massachusetts
$638K +$132K +2,344 +25%
CSWG
1961
Cardinal Strategic Wealth Guidance
Kentucky
$637K +$3.14K +56 +0.5%
PWM
1962
Paulson Wealth Management
Illinois
$636K +$31.5K +561 +5%
KM
1963
Kalos Management
Georgia
$636K +$80.1K +1,427 +14%
MA
1964
MCF Advisors
Kentucky
$629K +$56.4K +1,006 +10%
SCM
1965
Southport Capital Management
Tennessee
$628K -$2.08M -37,148 -76%
MA
1966
MBA Advisors
Pennsylvania
$628K -$6.12K -109 -0.9%
WP
1967
WealthPLAN Partners
Nebraska
$628K +$86.8K +1,547 +17%
FCFC
1968
First Citizens Financial Corp
Iowa
$626K -$23.8K -425 -4%
IBOK
1969
Independence Bank of Kentucky
Kentucky
$624K -$29.2K -520 -4%
PFWA
1970
Paces Ferry Wealth Advisors
Georgia
$624K -$12.1K -216 -2%
BCP
1971
Berkeley Capital Partners
Georgia
$622K -$24.1K -429 -4%
LG
1972
Leuthold Group
Minnesota
$622K – – –
VC
1973
Veracity Capital
Georgia
$622K +$641K +11,432 New
CH
1974
Canton Hathaway
Rhode Island
$620K +$85.7K +1,527 +15%
GC
1975
GFG Capital
Florida
$619K -$26.3K -469 -4%
77 78
79
80 81