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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1676
Centerstone Investors
New York
$901K -$232K -1,968 -20%
OIA
1677
Optimum Investment Advisors
Illinois
$899K – – –
BFPW
1678
BOK Financial Private Wealth
Colorado
$896K -$35.8K -304 -4%
GLR
1679
Great Lakes Retirement
Ohio
$895K +$28.6K +243 +3%
WDA
1680
Wendell David Associates
New Hampshire
$894K – – –
APP
1681
Avantax Planning Partners
Iowa
$893K +$118K +1,005 +15%
KWS
1682
Keystone Wealth Services
California
$890K +$8.95K +76 +1%
RBC
1683
Romano Brothers & Co
Illinois
$889K -$92.2K -783 -9%
LSA
1684
Lion Street Advisors
Texas
$888K +$225K +1,911 +57%
WKWM
1685
Walter & Keenan Wealth Management
Indiana
$887K -$88.8K -754 -9%
GSWM
1686
Golden State Wealth Management
California
$887K -$13.1K -111 -1%
RWP
1687
Ridgecrest Wealth Partners
California
$886K +$118 +1 +0%
FPWM
1688
FSB Premier Wealth Management
Iowa
$884K -$17.7K -150 -2%
CSC
1689
Caldwell Sutter Capital
California
$883K +$22.5K +191 +3%
GFG
1690
Goldstone Financial Group
Illinois
$881K +$134K +1,134 +17%
WWG
1691
West Wealth Group
California
$881K +$19.7K +167 +2%
BDS
1692
Banco de Sabadell
Florida
$881K -$236 -2 -0%
GS
1693
GTS Securities
Florida
$880K -$52.2K -443 -5%
FCA
1694
FLC Capital Advisors
California
$880K -$23.6K -200 -3%
OAM
1695
Oak Asset Management
California
$877K -$5.65K -48 -0.6%
DCM
1696
Donaldson Capital Management
Indiana
$877K -$17.5K -149 -2%
FPF
1697
First Pacific Financial
Washington
$872K -$22K -187 -2%
SIA
1698
Soltis Investment Advisors
Utah
$871K +$25.4K +216 +3%
EWA
1699
EverSource Wealth Advisors
Alabama
$868K -$36.4K -309 -4%
CWI
1700
Conscious Wealth Investments
Florida
$868K +$353K +2,998 +64%
66 67
68
69 70