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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2201
PDS Planning
Ohio
$850K +$155K +1,075 +21%
AA
2202
ALPS Advisors
Colorado
$850K +$209K +1,445 +30%
FW
2203
FirstPurpose Wealth
Utah
$849K +$81.1K +561 +10%
HCM
2204
Hodges Capital Management
Texas
$847K -$514K -3,555 -37%
OBWG
2205
Onyx Bridge Wealth Group
New York
$847K -$45.4K -314 -4%
TCM
2206
Tradewinds Capital Management
Washington
$845K -$54.1K -374 -6%
SCM
2207
Southport Capital Management
Tennessee
$844K -$235K -1,624 -21%
CPIG
2208
Chicago Partners Investment Group
Illinois
$843K +$174K +1,204 +18%
LA
2209
LVW Advisors
New York
$840K -$119K -821 -12%
WA
2210
Wambolt & Associates
Colorado
$840K -$41.6K -288 -4%
HC
2211
Hoese & Co
Minnesota
$836K -$33.3K -230 -4%
HIC
2212
Harvey Investment Company
Kentucky
$835K +$8.1K +56 +0.9%
CFFP
2213
Center for Financial Planning
Michigan
$835K +$53.3K +369 +6%
AC
2214
Avestar Capital
New York
$835K +$154K +1,066 +21%
HKAM
2215
Horizon Kinetics Asset Management
New York
$834K +$2.46K +17 +0.3%
CPSAC
2216
Chas P. Smith & Associates (CPS)
Florida
$831K -$106K -730 -11%
DIM
2217
Delta Investment Management
California
$830K +$9.54K +66 +1%
VCM
2218
Vigilant Capital Management
Maine
$829K -$105K -725 -11%
BOPW
2219
Brandywine Oak Private Wealth
Pennsylvania
$827K -$179K -1,241 -17%
AIM
2220
Alhambra Investment Management
Florida
$827K +$1.88K +13 +0.2%
FHC
2221
First Heartland Consultants
Missouri
$826K +$87.2K +603 +11%
AWM
2222
Avaii Wealth Management
Wisconsin
$825K +$108K +748 +14%
AWG
2223
Altus Wealth Group
Colorado
$824K -$6.5K -45 -0.7%
IPW
2224
Inlet Private Wealth
Florida
$824K – – –
FZCM
2225
Flynn Zito Capital Management
New York
$824K +$14.2K +98 +2%
87 88
89
90 91