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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
2076
Bridgewater Associates
Connecticut
$593K +$329K +2,896 +134%
DI
2077
DFPG Investments
Utah
$591K +$909 +8 +0.2%
GAAM
2078
Guinness Atkinson Asset Management
California
$589K +$102K +900 +22%
DLHL
2079
Donald L. Hagan LLC
Florida
$589K +$570K +5,021 New
IFWM
2080
Institute for Wealth Management
Colorado
$587K -$27.8K -245 -5%
AAI
2081
American Assets Inc
California
$587K – – –
SCA
2082
St. Clair Advisors
Ohio
$587K -$143K -1,255 -20%
PWM
2083
PBMares Wealth Management
Virginia
$586K +$1.14K +10 +0.2%
PAG
2084
Powers Advisory Group
Illinois
$586K +$567K +4,992 New
FNBOH
2085
First National Bank of Hutchinson
Kansas
$585K +$5.79K +51 +1%
SC
2086
Sierra Capital
Florida
$585K +$17K +150 +3%
AW
2087
Avion Wealth
Texas
$585K +$69.7K +614 +14%
PA
2088
Perennial Advisors
New York
$584K -$2.95K -26 -0.5%
ACM
2089
Antonetti Capital Management
Florida
$584K – – –
KC
2090
Kingfisher Capital
North Carolina
$584K +$6.47K +57 +1%
NRI
2091
NFP Retirement Inc
California
$583K -$341 -3 -0.1%
ACP
2092
Aviance Capital Partners
Florida
$582K -$4.88K -43 -0.9%
GWAM
2093
Guardian Wealth Advisors (Minnesota)
Minnesota
$581K +$17.2K +151 +3%
APG
2094
Abacus Planning Group
South Carolina
$581K +$23.4K +206 +4%
IFG
2095
Investors Financial Group
Minnesota
$579K +$49.4K +435 +10%
DC
2096
DeDora Capital
California
$578K +$26.1K +230 +5%
DAM
2097
Derbend Asset Management
Georgia
$577K -$1.48K -13 -0.3%
HFA
2098
HC Financial Advisors
California
$577K – – –
NAS
2099
Nicolet Advisory Services
Wisconsin
$576K -$173K -1,525 -24%
SCM
2100
Southport Capital Management
Tennessee
$576K +$220K +1,935 +65%
82 83
84
85 86