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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2201
JGP Wealth Management
Oregon
$858K -$16.2K -109 -2%
WFA
2202
WestHill Financial Advisors
California
$857K -$6.4K -43 -0.7%
DBRC
2203
D.B. Root & Company
Pennsylvania
$857K -$252K -1,696 -23%
SCP
2204
Silverleafe Capital Partners
Tennessee
$856K +$1.04K +7 +0.1%
EIA
2205
Edgemoor Investment Advisors
Maryland
$855K -$38.6K -259 -4%
BWCS
2206
Beirne Wealth Consulting Services
Connecticut
$855K – – –
GCM
2207
Goldstream Capital Management
Hong Kong
$853K +$862K +5,793 New
GWM
2208
Gray Wealth Management
Maine
$853K +$43.5K +292 +5%
SGI
2209
Summit Global Investments
Utah
$852K +$178K +1,197 +26%
FGA
2210
Fortis Group Advisors
New Jersey
$848K -$273K -1,832 -24%
SAI
2211
Savvy Advisors Inc
New York
$848K +$237K +1,591 +38%
SAM
2212
Smithbridge Asset Management
Pennsylvania
$847K – – –
PWM
2213
PBMares Wealth Management
Virginia
$845K +$3.27K +22 +0.4%
TF
2214
Trek Financial
Arizona
$844K -$33.2K -223 -4%
EFG
2215
Ethos Financial Group
Pennsylvania
$843K -$60.6K -407 -7%
JAFL
2216
Jay A. Fishman Ltd
Michigan
$843K -$592K -3,975 -41%
SFP
2217
Sandbox Financial Partners
Maryland
$842K -$24.1K -162 -3%
VC
2218
Vicus Capital
Pennsylvania
$841K -$317K -2,131 -27%
NWAG
2219
Net Worth Advisory Group
Utah
$841K +$850K +5,709 New
TCBWMS
2220
Texas Capital Bank Wealth Management Services
Texas
$841K +$397K +2,667 +88%
C
2221
CEDRUS
Colorado
$839K +$124K +833 +17%
FAT
2222
First American Trust
California
$839K -$152K -1,018 -15%
IIC
2223
Integrated Investment Consultants
Michigan
$836K +$2.62M +17,593 +296%
PPC
2224
Park Place Capital
Alabama
$835K +$447 +3 +0.1%
TNB
2225
Thomasville National Bank
Georgia
$833K -$90.1K -605 -10%
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