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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1201
American Investment Services
Massachusetts
$1.53M – – –
AFNAS
1202
American Financial Network Advisory Services
California
$1.53M -$22.1K -215 -1%
CCG
1203
Cypress Capital Group
Florida
$1.53M +$5.36K +52 +0.4%
FANJ
1204
Financial Architects (New Jersey)
New Jersey
$1.52M +$10.9K +106 +0.8%
CL
1205
Choreo LLC
Illinois
$1.52M +$94.8K +920 +7%
CCA
1206
Checchi Capital Advisers
California
$1.51M -$1.36M -13,198 -48%
MC
1207
Martin & Co
Tennessee
$1.51M -$33K -320 -2%
JT
1208
Jump Trading
Illinois
$1.51M +$1.24M +12,016 +593%
PP
1209
Professional Planning
California
$1.51M +$1.45M +14,062 New
MA
1210
Mutual Advisors
Nebraska
$1.5M +$1.44M +13,977 New
WIC
1211
Wilkins Investment Counsel
Massachusetts
$1.5M -$51.5K -500 -3%
FI
1212
Fosun International
China
$1.5M +$1.44M +13,950 New
CIA
1213
Cascade Investment Advisors
Oregon
$1.5M -$1.54K -15 -0.1%
BCP
1214
Blackhawk Capital Partners
Wisconsin
$1.5M +$1.43M +13,926 New
TW
1215
Transform Wealth
Colorado
$1.5M +$1.12M +10,880 +359%
TH
1216
TCTC Holdings
Texas
$1.48M – – –
HCA
1217
Harbour Capital Advisors
Virginia
$1.47M +$81.8K +794 +6%
SC
1218
Sawyer & Company
Massachusetts
$1.47M +$1.41M +13,661 New
AA
1219
Altman Advisors
Illinois
$1.47M +$1.41M +13,658 New
IP
1220
Investment Partners
Ohio
$1.47M +$3.19K +31 +0.2%
PWSG
1221
Pacific Wealth Strategies Group
California
$1.47M -$40.3K -391 -3%
SGCA
1222
Steel Grove Capital Advisors
Tennessee
$1.45M -$228K -2,209 -14%
TL
1223
Tirschwell & Loewy
New York
$1.45M – – –
KLI
1224
Kelman-Lazarov Inc
Tennessee
$1.44M +$14.7K +143 +1%
RA
1225
RiverPark Advisors
New York
$1.44M -$692K -6,714 -33%
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