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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1926
CX Institutional
Indiana
$761K +$493K +4,886 +179%
FDCC
1927
Foster Dykema Cabot & Co
Massachusetts
$757K +$762K +7,562 New
HPWA
1928
Hall Private Wealth Advisors
North Carolina
$755K +$36.3K +360 +5%
BCB
1929
Brian C. Broderick
$755K -$114K -1,135 -13%
HCP
1930
Hexagon Capital Partners
Arkansas
$754K +$81.9K +812 +12%
FC
1931
FCA Corp
Texas
$754K +$457K +4,534 +151%
SFG
1932
StrategIQ Financial Group
Indiana
$754K +$22.7K +225 +3%
FAG
1933
Fortitude Advisory Group
Washington
$754K -$9.38K -93 -1%
SFP
1934
Sweet Financial Partners
Minnesota
$753K +$8.77K +87 +1%
ST
1935
Spinnaker Trust
Maine
$752K -$4.54M -45,001 -86%
WWM
1936
Westwood Wealth Management
California
$750K -$162K -1,605 -18%
RWA
1937
Redmont Wealth Advisors
Illinois
$750K +$503K +4,994 +200%
AFAS
1938
Acorn Financial Advisory Services
Virginia
$750K +$3.63K +36 +0.5%
AL
1939
Arnhold LLC
New York
$747K – – –
VNA
1940
Valley National Advisers
Pennsylvania
$747K +$8.87K +88 +1%
LOIP
1941
Live Oak Investment Partners
Texas
$746K – – –
SFWC
1942
Strategic Family Wealth Counselors
New Jersey
$745K -$16.4K -163 -2%
CWA
1943
Clarity Wealth Advisors
California
$744K -$15.2K -151 -2%
WA
1944
WealthTrust Axiom
Pennsylvania
$743K +$37.5K +372 +5%
SC
1945
Saybrook Capital
North Carolina
$741K -$10.7K -106 -1%
CS
1946
Comerica Securities
Michigan
$741K +$61.8K +613 +9%
JDR
1947
Jay D. Rosenbaum
$740K +$71.2K +706 +11%
OAM
1948
Oak Asset Management
California
$739K -$176K -1,750 -19%
AFA
1949
American Financial Advisors
Georgia
$739K -$202 -2 -0%
GAM
1950
Grandview Asset Management
Pennsylvania
$739K -$77.6K -770 -9%
76 77
78
79 80