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Name Holding Trade Value Shares
Change 		Change in
Stake
FFWM
2601
Future Financial Wealth Management
Ohio
$443K +$8.99K +50 +2%
KIM
2602
Karpus Investment Management
New York
$442K -$409K -2,272 -47%
PPWM
2603
PFG Private Wealth Management
Florida
$442K +$2.52K +14 +0.6%
MC
2604
Miramar Capital
Illinois
$441K -$4.5K -25 -1%
FNBSF
2605
First National Bank Sioux Falls
South Dakota
$441K – – –
SAM
2606
Security Asset Management
New York
$438K – – –
SB
2607
Strategic Blueprint
Georgia
$438K +$47.8K +266 +12%
FA
2608
Financial Advisors
Massachusetts
$437K -$6.83K -38 -2%
QCIG
2609
Quad-Cities Investment Group
Iowa
$437K – – –
KIG
2610
Kowal Investment Group
Wisconsin
$437K +$41.9K +233 +10%
PMG
2611
Private Management Group
California
$436K -$14.7K -82 -3%
RF
2612
Rollins Financial
Georgia
$436K +$446K +2,481 New
GWM
2613
Greenwich Wealth Management
Connecticut
$433K +$207K +1,153 +88%
SPIO
2614
Seven Post Investment Office
California
$432K – – –
CI
2615
CX Institutional
Indiana
$432K +$8.81K +49 +2%
SNBOSCI
2616
Security National Bank of Sioux City Iowa
Iowa
$431K -$86.5K -481 -16%
SWP
2617
Summit Wealth Partners
Florida
$430K +$1.8K +10 +0.4%
BA
2618
Ballast Advisors
Minnesota
$430K +$1.98K +11 +0.5%
LWMG
2619
Levy Wealth Management Group
Pennsylvania
$428K – – –
AWMG
2620
Alliance Wealth Management Group
New Jersey
$428K +$9.53K +53 +2%
BBP
2621
Banco BTG Pactual
Brazil
$427K +$437K +2,432 New
IFAM
2622
Institutional & Family Asset Management
Colorado
$424K -$152K -845 -26%
CHA
2623
Carmichael Hill & Associates
Maryland
$423K +$3.24K +18 +0.8%
PP
2624
Patron Partners
Texas
$423K +$14.4K +80 +3%
AL
2625
ADE LLC
Maryland
$422K -$1.26K -7 -0.3%
103 104
105
106 107