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Name Holding Trade Value Shares
Change 		Change in
Stake
T
3051
TOBAM
France
$77K +$53.1K +169 +163%
WPA
3052
Wealth Preservation Advisors
Tennessee
$76.3K +$65.4K +208 +341%
RA
3053
RiverPark Advisors
New York
$75.5K -$6.29K -20 -7%
MFT
3054
Moisand Fitzgerald Tamayo
Florida
$74.3K – – –
HHGA
3055
Halbert Hargrove Global Advisors
California
$73.2K -$2.2K -7 -3%
TFG
3056
Team Financial Group
California
$72.9K – – –
FGA
3057
Fortis Group Advisors
New Jersey
$71.8K – – –
HCM
3058
Horrell Capital Management
Arkansas
$70.9K – – –
WAG
3059
Wilkerson Advisory Group
Missouri
$70.7K +$11.6K +37 +17%
CAL
3060
Capital Advisors Ltd
Ohio
$69K – – –
SC
3061
Solstein Capital
California
$69K – – –
CBT
3062
Crews Bank & Trust
Florida
$68.7K – – –
GWSA
3063
Global Wealth Strategies & Associates
Colorado
$68.7K – – –
Q1WB
3064
Quest 10 Wealth Builders
Virginia
$66.6K +$12.3K +39 +20%
FPF
3065
First Pacific Financial
Washington
$65.1K +$11.9K +38 +20%
RFS
3066
Richardson Financial Services
Massachusetts
$64.4K -$74.5K -237 -51%
AEPWM
3067
Atlantic Edge Private Wealth Management
Florida
$64.2K – – –
PWS
3068
Peterson Wealth Services
Utah
$64.1K – – –
WT
3069
WHI Trust
Illinois
$63.8K – – –
NWS
3070
Nvest Wealth Strategies
Ohio
$63.7K +$11.3K +36 +19%
EF
3071
Entrust Financial
Pennsylvania
$63.6K – – –
MWM
3072
Mosley Wealth Management
California
$63.5K +$66.3K +211 New
MS
3073
Monetary Solutions
Ohio
$63.1K – – –
DWS
3074
Dynamic Wealth Strategies
California
$59K – – –
SNB
3075
Security National Bank
Nebraska
$58.5K +$40.9K +130 +171%
121 122
123
124 125