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Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
1301
Bridgewealth Advisory Group
California
$147K -$1.93K -159 -1%
MA
1302
MJP Associates
Connecticut
$146K +$134K +11,029 New
HC
1303
Hamilton Capital
Ohio
$146K -$20K -1,647 -13%
AIS
1304
AM Investment Strategies
Tennessee
$146K +$194 +16 +0.1%
FMTC
1305
Farmers & Merchants Trust Company
California
$145K -$71.5K -5,896 -35%
CWP
1306
Concord Wealth Partners
Virginia
$144K -$19.4K -1,598 -13%
ADL
1307
Asset Dedication LLC
California
$144K -$424 -35 -0.3%
MIM
1308
MTM Investment Management
South Carolina
$144K +$2.76K +228 +2%
AA
1309
Alta Advisers
United Kingdom
$143K – – –
HFM
1310
Harvest Fund Management
China
$143K +$131K +10,794 New
FP
1311
Financial Perspectives
Minnesota
$143K -$2.91K -240 -2%
PFBT
1312
Parkside Financial Bank & Trust
Missouri
$143K +$22.3K +1,836 +21%
OCBCO
1313
Oversea-Chinese Banking Corp (OCBC)
Singapore
$143K -$78.2K -6,453 -37%
SWM
1314
Segment Wealth Management
Texas
$143K +$6.39K +527 +5%
TWM
1315
Tradition Wealth Management
Minnesota
$142K +$20.6K +1,698 +19%
RW
1316
REDW Wealth
New Mexico
$142K +$85 +7 +0.1%
TLP
1317
Trinity Legacy Partners
Texas
$141K -$38.3K -3,161 -23%
FPWM
1318
FSB Premier Wealth Management
Iowa
$141K -$715 -59 -0.6%
CFG
1319
CKW Financial Group
Hawaii
$141K +$4.22K +348 +3%
BFAG
1320
Blackston Financial Advisory Group
Florida
$141K -$101K -8,351 -44%
PIA
1321
Panoramic Investment Advisors
Colorado
$141K -$36.4K -3,000 -22%
BRG
1322
Bay Rivers Group
Virginia
$141K – – –
PIMG
1323
Patriot Investment Management Group
Tennessee
$140K +$128K +10,528 New
KC
1324
Kades & Cheifetz
Pennsylvania
$140K -$121K -9,959 -49%
TWP
1325
Tempus Wealth Planning
California
$140K -$4.57K -377 -3%
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