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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
501
SBI Securities
Japan
$1.07K -$3.37K -15 -75%
PTC
502
Private Trust Company
Ohio
$1.07K – – –
AF
503
Advisornet Financial
Minnesota
$1.07K +$225 +1 +25%
ST
504
Smithfield Trust
Pennsylvania
$1K +$900 +4 New
AW
505
Avion Wealth
Texas
$1K +$1.13K +5 +125%
LA
506
LM Advisors
California
$1K +$48.4K +215 New
MA
507
Montag & Associates
Georgia
$903 -$225 -1 -20%
ACA
508
American Capital Advisory
Idaho
$861 – – –
DWM
509
Dogwood Wealth Management
Kansas
$860 +$450 +2 +100%
OC
510
Optima Capital
Oregon
$860 +$900 +4 New
SIC
511
SJS Investment Consulting
Ohio
$647 +$450 +2 +200%
QWM
512
Quaker Wealth Management
New Jersey
$646 -$225 -1 -25%
HIA
513
HFM Investment Advisors
New Jersey
$646 +$450 +2 +200%
BWL
514
Bogart Wealth LLC
Virginia
$645 -$450 -2 -40%
HFS
515
Hughes Financial Services
Virginia
$645 +$225 +1 +50%
BHWM
516
Bay Harbor Wealth Management
Maryland
$645 +$450 +2 +200%
MHIP
517
Mountain Hill Investment Partners
New Jersey
$645 +$675 +3 New
BLC
518
Brown, Lisle/Cummings
Rhode Island
$621 – – –
PWA
519
Physician Wealth Advisors
Utah
$431 – – –
BGAI
520
Bruce G. Allen Investments
Colorado
$430 – – –
FCAS
521
First Command Advisory Services
Texas
$430 – – –
EW
522
Elyxium Wealth
California
$430 +$450 +2 New
FAMI
523
Fideuram Asset Management (Ireland)
$222 +$225 +1 New
AGWCA
524
Annis Gardner Whiting Capital Advisors
Florida
$216 +$225 +1 New
TFA
525
Toth Financial Advisory
Virginia
$216 +$225 +1 New
19 20
21
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