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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1301
Herold Advisors
New York
$525K -$72.8K -456 -12%
GWM
1302
Greenwich Wealth Management
Connecticut
$525K -$133K -836 -20%
BWM
1303
BNC Wealth Management
Oregon
$522K -$196K -1,225 -27%
AC
1304
Allstate Corporation
Illinois
$522K -$127K -796 -20%
GBT
1305
Grove Bank & Trust
Florida
$521K -$133K -830 -20%
HCMG
1306
Howard Capital Management Group
California
$520K -$132K -828 -20%
RCWM
1307
Royal Capital Wealth Management
Indiana
$520K +$218K +1,368 +72%
TCOK
1308
Trust Company of Kansas
Kansas
$519K -$122K -762 -19%
CA
1309
Crewe Advisors
Utah
$517K -$117K -732 -18%
SFI
1310
SPC Financial Inc
Maryland
$517K -$141K -886 -21%
CNBTD
1311
Citizens National Bank Trust Department
Mississippi
$515K -$131K -820 -20%
CCG
1312
Catalina Capital Group
California
$513K -$80K -501 -13%
FFG
1313
Fortem Financial Group
California
$511K -$190K -1,189 -27%
TCOT
1314
Trust Company of Toledo
Ohio
$509K -$128K -799 -20%
LDB
1315
Lee, Danner & Bass
Tennessee
$509K +$512K +3,204 New
HWA
1316
HCR Wealth Advisors
California
$509K -$161K -1,009 -24%
TWP
1317
Tyche Wealth Partners
Texas
$508K -$109K -683 -18%
HG
1318
Harbor Group
New Hampshire
$504K -$207K -1,296 -29%
AO
1319
Advisor OS
Illinois
$504K -$120K -750 -19%
AMIM
1320
Aull & Monroe Investment Management
Alabama
$504K -$130K -817 -20%
RPCONE
1321
Retirement Planning Company of New England
Rhode Island
$504K -$73.9K -463 -13%
AC
1322
Apella Capital
Connecticut
$503K -$97.7K -612 -17%
IBOK
1323
Independence Bank of Kentucky
Kentucky
$500K -$74.6K -467 -13%
CYG
1324
Clean Yield Group
Vermont
$499K -$121K -759 -19%
LA
1325
Lynch & Associates
Indiana
$499K -$127K -794 -20%
51 52
53
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