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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1701
Global Financial Private Client
Florida
$112K – – –
FCM
1702
Firestone Capital Management
Florida
$110K -$104K -1,713 -51%
RWG
1703
Regal Wealth Group
California
$108K -$50.5K -833 -33%
GEA
1704
Glen Eagle Advisors
New Jersey
$107K -$10.9K -180 -10%
WWMSC
1705
Wagner Wealth Management (South Carolina)
South Carolina
$107K +$98.7K +1,630 New
ME
1706
McIlrath & Eck
Washington
$106K -$2.67K -44 -3%
MAM
1707
McCarthy Asset Management
California
$102K +$61 +1 +0.1%
IFAM
1708
Institutional & Family Asset Management
Colorado
$102K +$12.2K +201 +15%
OIA
1709
Optimum Investment Advisors
Illinois
$101K -$7.27K -120 -7%
SWA
1710
SOA Wealth Advisors
New York
$100K -$5.57K -92 -6%
ANBT
1711
American National Bank & Trust
Texas
$100K – – –
CSPAM
1712
Cary Street Partners Asset Management
Virginia
$100K +$34.6K +571 +28%
RWB
1713
RMR Wealth Builders
New Jersey
$100K +$70.3K +1,161 +320%
DI
1714
Disciplined Investments
Oklahoma
$98K +$91.2K +1,505 New
WPA
1715
West Paces Advisors
Georgia
$95.9K – – –
SWM
1716
Sugarloaf Wealth Management
Georgia
$95K -$32.2K -531 -27%
EWM
1717
Elmwood Wealth Management
California
$95K +$87.7K +1,448 New
CWA
1718
Clearview Wealth Advisors
Oregon
$92K -$35.2K -582 -29%
BWP
1719
Baldwin Wealth Partners
Massachusetts
$91K – – –
RCG
1720
Rock Creek Group
District of Columbia
$89K +$82.4K +1,361 New
GWSG
1721
GPS Wealth Strategies Group
Colorado
$89K +$82.7K +1,366 New
SC
1722
Sierra Capital
Florida
$89K +$82.7K +1,366 New
CFO
1723
CVA Family Office
Colorado
$88K +$81.2K +1,340 New
OC
1724
Oakworth Capital
Alabama
$86K -$17.4K -288 -18%
JWM
1725
Janiczek Wealth Management
Colorado
$82K – – –
67 68
69
70 71