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Name Holding Trade Value Shares
Change 		Change in
Stake
WSC
1001
Wellington Shields & Co
New York
$182K -$53.3K -5,000 -21%
LWM
1002
Latko Wealth Management
Illinois
$182K +$18.6K +1,742 +10%
MF
1003
Manchester Financial
California
$182K -$10.7K -1,000 -5%
FMLI
1004
Fukoku Mutual Life Insurance
Japan
$182K – – –
SIS
1005
Sound Income Strategies
Florida
$182K -$108K -10,089 -35%
CFGW
1006
Chancellor Financial Group WB
Pennsylvania
$182K +$196K +18,337 New
CWM
1007
Certus Wealth Management
California
$181K – – –
FBFS
1008
First Business Financial Services
Wisconsin
$180K +$58.5K +5,484 +43%
QCG
1009
Quadrant Capital Group
Ohio
$180K -$11.4K -1,072 -6%
ASG
1010
Ariston Services Group
California
$179K +$192K +18,050 New
TWP
1011
Tempus Wealth Planning
California
$178K +$2.61K +245 +1%
GCIA
1012
Gabelli & Co Investment Advisers
New York
$178K +$192K +18,000 New
SCI
1013
Silver Coast Investments
United States
$178K +$842 +79 +0.4%
SC
1014
Syon Capital
California
$177K -$37.4K -3,505 -16%
LWP
1015
LMG Wealth Partners
Louisiana
$176K -$53.3K -4,994 -22%
RC
1016
Reik & Co
New York
$176K – – –
PWM
1017
Palacios Wealth Management
Florida
$175K +$188K +17,668 New
BBP
1018
Banco BTG Pactual
Brazil
$175K +$194K +18,159 New
UB
1019
UMB Bank
Missouri
$174K +$19K +1,785 +11%
LGF
1020
LGT Group Foundation
Liechtenstein
$174K – – –
ARG
1021
Advisory Resource Group
Oklahoma
$174K -$6.79K -637 -4%
AG
1022
AmeriFlex Group
Nevada
$172K +$182K +17,080 New
GG
1023
Gleason Group
Kentucky
$172K +$2.08K +195 +1%
XSC
1024
X-Square Capital
Puerto Rico
$171K -$981 -92 -0.5%
LA
1025
Legacy Advisors
Pennsylvania
$171K +$184K +17,239 New
39 40
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