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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1201
WealthSource Partners
California
$219K -$129K -2,619 -38%
SWM
1202
Spire Wealth Management
Virginia
$218K -$18.5K -376 -8%
ACM
1203
Advance Capital Management
Michigan
$217K +$205K +4,165 New
CCM
1204
Check Capital Management
California
$217K +$205K +4,160 New
FNT
1205
First Nebraska Trust
Nebraska
$217K +$205K +4,160 New
AIM
1206
Avity Investment Management
Connecticut
$217K +$204K +4,159 New
KWMG
1207
King Wealth Management Group
Florida
$217K +$204K +4,159 New
JC
1208
Jacobs & Co
California
$217K +$205K +4,175 New
WMA
1209
Wealth Management Associates
New Jersey
$217K +$204K +4,152 New
IC
1210
Inscription Capital
Texas
$216K +$204K +4,146 New
WAAG
1211
Wealth Alliance Advisory Group
Kansas
$216K +$204K +4,146 New
CAM
1212
Close Asset Management
United Kingdom
$216K – – –
SFC
1213
SYM Financial Corp
Indiana
$215K +$203K +4,123 New
SCM
1214
Stevens Capital Management
Pennsylvania
$215K -$146K -2,961 -42%
PCA
1215
Personal Capital Advisors
California
$215K -$74.3K -1,512 -27%
WAM
1216
WFA Asset Management
Wisconsin
$215K +$246 +5 +0.1%
AWM
1217
Aspire Wealth Management
Massachusetts
$213K +$201K +4,082 New
AC
1218
AIFG Consultants
New York
$213K +$200K +4,074 New
CD
1219
Chapin Davis
Maryland
$212K +$200K +4,064 New
SP
1220
Successful Portfolios
Florida
$212K +$200K +4,061 New
MIM
1221
Montgomery Investment Management
Maryland
$212K +$199K +4,056 New
FFP
1222
FourThought Financial Partners
Florida
$211K +$199K +4,050 New
ST
1223
Sabal Trust
Florida
$211K +$198K +4,034 New
JSW
1224
Journey Strategic Wealth
New Jersey
$210K +$198K +4,024 New
FPFS
1225
First Personal Financial Services
North Carolina
$209K +$197K +4,013 New
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