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Name Holding Trade Value Shares
Change 		Change in
Stake
JSMC
1501
Jess S. Morgan & Co
California
$2.42M +$2.33M +16,728 New
JSL
1502
JT Stratford LLC
Georgia
$2.4M +$105K +753 +5%
CIA
1503
Choate Investment Advisors
Massachusetts
$2.39M -$5.16K -37 -0.2%
APP
1504
Avantax Planning Partners
Iowa
$2.39M +$46.3K +332 +2%
SIM
1505
Stratos Investment Management
Ohio
$2.39M +$465K +3,334 +25%
CRC
1506
Curi RMB Capital
Illinois
$2.38M -$35.9K -257 -2%
AAM
1507
Auxier Asset Management
Oregon
$2.38M -$5.58K -40 -0.2%
BRWM
1508
B. Riley Wealth Management
Tennessee
$2.37M +$478K +3,424 +26%
BWM
1509
BigSur Wealth Management
Florida
$2.37M -$112K -800 -5%
HAS
1510
HBW Advisory Services
California
$2.37M +$72.9K +522 +3%
PCM
1511
Pinz Capital Management
New York
$2.37M +$2.29M +16,400 New
CWG
1512
Cornerstone Wealth Group
North Carolina
$2.36M +$544K +3,901 +31%
BMC
1513
Benin Management Corp
Connecticut
$2.36M -$389K -2,790 -15%
HI
1514
Horizon Investments
North Carolina
$2.35M +$587K +4,209 +35%
IAS
1515
IMA Advisory Services
Colorado
$2.35M -$84.3K -604 -4%
CCA
1516
Conservest Capital Advisors
Pennsylvania
$2.35M – – –
AMIM
1517
Aull & Monroe Investment Management
Alabama
$2.35M +$25.3K +181 +1%
CL
1518
CPWM LLC
Washington
$2.35M -$121K -867 -5%
LOAMS
1519
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.34M -$2.23K -16 -0.1%
MMPW
1520
Mitchell McLeod Pugh & Williams
Alabama
$2.34M +$27.9K +200 +1%
NL
1521
NVWM LLC
Pennsylvania
$2.34M +$3.21K +23 +0.1%
HCM
1522
Hall Capital Management
Rhode Island
$2.34M +$90.2K +646 +4%
FANJ
1523
Financial Architects (New Jersey)
New Jersey
$2.34M -$170K -1,220 -7%
CA
1524
Calton & Associates
Florida
$2.33M +$758K +5,433 +51%
MWM
1525
Minot Wealth Management
Massachusetts
$2.33M +$2.26M +16,213 New
59 60
61
62 63