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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
2851
Summit Global Investments
Utah
$499K -$130K -829 -22%
YIM
2852
Yoffe Investment Management
Pennsylvania
$497K – – –
CWM
2853
Cabot Wealth Management
Massachusetts
$497K – – –
LWA
2854
Ledgewood Wealth Advisors
New Hampshire
$497K – – –
RFN
2855
Redwood Financial Network
Ohio
$496K -$101K -644 -18%
HC
2856
Hara Capital
Washington
$496K -$14.1K -90 -3%
XWM
2857
Xcel Wealth Management
Florida
$496K -$47K -300 -9%
AAA
2858
American Alpha Advisors
New York
$495K -$17.4K -111 -4%
RIP
2859
Reliant Investment Partners
North Carolina
$494K +$157 +1 +0%
HWM
2860
HFR Wealth Management
New York
$494K -$28.2K -180 -6%
VP
2861
Verum Partners
North Carolina
$493K +$34.8K +222 +8%
CDWM
2862
Campbell Deegan Wealth Management
Virginia
$492K -$43.2K -276 -9%
KOC
2863
Koss-Olinger Consulting
Florida
$492K +$460K +2,940 New
BEC
2864
Blue Edge Capital
Virginia
$491K +$6.73K +43 +1%
SC
2865
Schubert & Co
Texas
$491K +$20.8K +133 +5%
THCM
2866
Taylor Hoffman Capital Management
Virginia
$491K +$42.3K +270 +10%
MHWM
2867
Montz Harcus Wealth Management
Louisiana
$489K +$1.25K +8 +0.3%
AAIM
2868
Asset Advisors Investment Management
Georgia
$487K +$17.4K +111 +4%
LCGC
2869
Legacy Capital Group California
California
$487K -$2.66K -17 -0.6%
SFS
2870
Summit Financial Strategies
Ohio
$486K +$46.3K +296 +11%
CWIG
2871
Chung Wu Investment Group
Texas
$485K +$454K +2,900 New
AAMC
2872
Asset Allocation & Management Company
Illinois
$485K – – –
RDFA
2873
Ritter Daniher Financial Advisory
Ohio
$485K -$19.6K -125 -4%
SFG
2874
Sovereign Financial Group
Connecticut
$484K +$32.4K +207 +8%
SIA
2875
SkyView Investment Advisors
New Jersey
$484K +$453K +2,893 New
113 114
115
116 117