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Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1101
Compagnie Lombard Odier SCmA
Switzerland
$262K -$9.83K -200 -4%
VDI
1102
Vaughan David Investments
Illinois
$262K +$247K +5,022 New
HWA
1103
HCR Wealth Advisors
California
$262K +$246K +5,014 New
CS
1104
Comerica Securities
Michigan
$262K -$11.9K -242 -5%
TNBTD
1105
Trustmark National Bank Trust Department
Mississippi
$261K +$246K +5,001 New
APP
1106
Avantax Planning Partners
Iowa
$261K +$246K +5,000 New
NFG
1107
Nations Financial Group
Iowa
$261K +$246K +4,998 New
FWM
1108
Forza Wealth Management
Florida
$261K +$246K +4,995 New
SPWM
1109
Straight Path Wealth Management
Michigan
$261K +$246K +4,995 New
AWM
1110
Aberdeen Wealth Management
Illinois
$261K +$245K +4,992 New
IP
1111
Ignite Planners
California
$260K +$247K +5,018 New
WC
1112
Westhampton Capital
North Carolina
$260K +$245K +4,984 New
FFS
1113
Founders Financial Securities
Maryland
$260K -$24.6K -501 -9%
AF
1114
Arrow Financial
New York
$260K – – –
SCM
1115
Sterneck Capital Management
Missouri
$260K +$245K +4,974 New
AWM
1116
AllSquare Wealth Management
New York
$259K -$2.46K -50 -1%
DWP
1117
Daymark Wealth Partners
Ohio
$259K +$244K +4,968 New
RMDI
1118
R.M. Davis Inc
Maine
$259K -$55.7K -1,134 -19%
PPP
1119
Private Portfolio Partners
New Jersey
$258K -$15.5K -315 -6%
CB
1120
Community Bank
New York
$258K +$72.1K +1,467 +42%
GWA
1121
GGM Wealth Advisors
Maryland
$256K -$44.3K -901 -14%
DWM
1122
Dakota Wealth Management
Florida
$255K -$17.5K -356 -7%
AIA
1123
Avalon Investment & Advisory
Texas
$255K -$49.8K -1,013 -17%
LDB
1124
Lee, Danner & Bass
Tennessee
$255K +$240K +4,881 New
PP
1125
PFS Partners
New Jersey
$255K -$110K -2,244 -31%
43 44
45
46 47