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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2076
MONECO Advisors
Connecticut
$308K +$40.5K +500 +18%
JWM
2077
JGP Wealth Management
Oregon
$305K -$145K -1,790 -34%
SLA
2078
Silver Lake Advisory
Utah
$305K -$3.72K -46 -1%
BFO
2079
Biltmore Family Office
North Carolina
$305K +$1.94K +24 +0.7%
SBL
2080
Sargent Bickham Lagudis
Colorado
$305K +$25.6K +316 +10%
PWAP
2081
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$304K – – –
CS
2082
Capital Square
Tennessee
$304K +$891 +11 +0.3%
HCA
2083
Horan Capital Advisors
Ohio
$304K +$35.2K +435 +14%
DWM
2084
Dorchester Wealth Management
Quebec, Canada
$304K +$291K +3,600 New
GDP
2085
Great Diamond Partners
Maine
$303K +$291K +3,599 New
CCG
2086
Chatham Capital Group
Georgia
$302K – – –
UF
2087
Univest Financial
Pennsylvania
$302K – – –
SHWM
2088
Silicon Hills Wealth Management
Texas
$302K +$2.43K +30 +0.8%
BWA
2089
Beam Wealth Advisors
Louisiana
$301K -$244K -3,017 -46%
IA
2090
IndexIQ Advisors
New York
$301K -$86K -1,062 -23%
ACM
2091
Aljian Capital Management
Nevada
$300K -$11.8K -146 -4%
CWM
2092
Circle Wealth Management
New Jersey
$300K -$11.7K -145 -4%
EWF
2093
Epstein & White Financial
California
$299K -$39.9K -493 -12%
JF
2094
JSF Financial
California
$298K -$116K -1,433 -29%
22CM
2095
20/20 Capital Management
California
$297K -$3.72K -46 -1%
FIB
2096
First Interstate Bank
Montana
$296K -$44.9K -554 -14%
FC
2097
FCA Corp
Texas
$296K – – –
DLCIG
2098
D.L. Carlson Investment Group
New Hampshire
$295K -$331K -4,093 -54%
TCM
2099
Traynor Capital Management
Pennsylvania
$295K -$12.3K -152 -4%
RBFC
2100
Roman Butler Fullerton & Co
Missouri
$294K +$282K +3,480 New
82 83
84
85 86