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Name Holding Trade Value Shares
Change 		Change in
Stake
JRPIM
1001
Journey Retirement Planning & Investment Management
Idaho
$654K -$1.51M -19,619 -68%
WA
1002
WealthTrust Axiom
Pennsylvania
$654K +$77 +1 +0%
SSWM
1003
Smith Salley Wealth Management
North Carolina
$653K -$1.39K -18 -0.2%
AIM
1004
Advyzon Investment Management
Illinois
$653K +$262K +3,401 +60%
HIMC
1005
Heritage Investors Management Corp
Maryland
$649K +$17.3K +225 +3%
PBK
1006
Peoples Bank (Kansas)
Kansas
$649K -$28.9K -375 -4%
IG
1007
IFS Group
Pennsylvania
$645K +$692K +8,982 New
SAM
1008
Strategy Asset Managers
California
$642K +$689K +8,944 New
WTC
1009
WhitTier Trust Company
Nevada
$642K -$110K -1,431 -14%
IIL
1010
Insight Inv LLC
California
$641K -$197K -2,560 -22%
TSWM
1011
Triangle Securities Wealth Management
North Carolina
$639K -$48.7K -632 -7%
LWL
1012
Leo Wealth LLC
Texas
$633K +$49.8K +646 +8%
EFM
1013
E Fund Management
China
$632K +$678K +8,806 New
BCM
1014
Boltwood Capital Management
California
$631K -$770 -10 -0.1%
ZBNA
1015
Zions Bancorporation, National Association
Utah
$629K -$185K -2,407 -22%
DWT
1016
Dorsey & Whitney Trust
South Dakota
$628K -$59K -766 -8%
EHC
1017
Everett Harris & Co
California
$624K – – –
CCC
1018
Chesapeake Capital Corp
Florida
$624K – – –
CIA
1019
Choate Investment Advisors
Massachusetts
$623K -$76.4K -992 -10%
VA
1020
VestGen Advisors
Illinois
$620K +$76.4K +992 +18%
SACTSONJ
1021
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$617K -$262K -3,405 -28%
EL
1022
Essex LLC
Illinois
$617K -$308 -4 -0%
WT
1023
Whittier Trust
California
$616K -$6.09K -79 -0.9%
TAP
1024
TSG Advice Partners
Ohio
$616K +$8.09K +105 +1%
AC
1025
Avestar Capital
New York
$610K +$43.8K +568 +7%
39 40
41
42 43