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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
1951
Golden State Wealth Management
California
$1.37M +$163K +1,054 +14%
SDAM
1952
Shulman DeMeo Asset Management
New York
$1.36M +$7.43K +48 +0.5%
LCM
1953
LCM Capital Management
Illinois
$1.36M +$41.5K +268 +3%
SG
1954
Somerset Group
Minnesota
$1.36M – – –
LB
1955
Legacy Bridge
Iowa
$1.36M -$16.3K -105 -1%
PA
1956
PSI Advisors
Florida
$1.36M -$3.56K -23 -0.3%
RFP
1957
Root Financial Partners
California
$1.35M +$163K +1,053 +14%
VM
1958
VPR Management
Texas
$1.35M – – –
RPCONE
1959
Retirement Planning Company of New England
Rhode Island
$1.35M +$12.1K +78 +0.9%
NL
1960
NVWM LLC
Pennsylvania
$1.34M +$886K +5,720 +195%
GF
1961
Gries Financial
Ohio
$1.34M +$161K +1,039 +14%
AA
1962
ABC Arbitrage
France
$1.34M +$1.34M +8,652 New
HPBT
1963
Hickory Point Bank & Trust
Illinois
$1.34M -$24.5K -158 -2%
BIAS
1964
Beacon Investment Advisory Services
New Jersey
$1.34M -$6.84M -44,161 -84%
CB
1965
Centennial Bank
Arkansas
$1.34M -$10.2K -66 -0.8%
CCG
1966
Coastwise Capital Group
California
$1.34M +$18K +116 +1%
WQ
1967
Wealth Quarterback
New Jersey
$1.34M -$112K -722 -8%
SI
1968
SCP Investment
California
$1.34M -$155K -1,000 -10%
UF
1969
Univest Financial
Pennsylvania
$1.33M -$62.6K -404 -4%
WMWM
1970
Wilkins Miller Wealth Management
Alabama
$1.33M +$37.8K +244 +3%
BIG
1971
Brooklyn Investment Group
New York
$1.33M -$18.4K -119 -1%
BW
1972
BIP Wealth
Georgia
$1.33M +$162K +1,045 +14%
BIM
1973
Baldwin Investment Management
Pennsylvania
$1.33M -$9.29K -60 -0.7%
AR
1974
Apeiron RIA
Texas
$1.33M +$12.9K +83 +1%
DFC
1975
DB Fitzpatrick & Co
Idaho
$1.32M -$30.5K -197 -2%
77 78
79
80 81