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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
901
Visionary Wealth Advisors
Illinois
$327K -$50 -1 -0%
CWA
902
Consilium Wealth Advisory
Texas
$326K -$8.59K -172 -2%
WP
903
WealthPLAN Partners
Nebraska
$326K +$47.8K +958 +13%
WIM
904
WealthPlan Investment Management
Nebraska
$326K +$429K +8,596 New
SF
905
Summit Financial
New Jersey
$326K +$149K +2,993 +67%
ANRIA
906
American National Registered Investment Advisor
Texas
$324K -$7.69K -154 -2%
LPIC
907
LeJeune Puetz Investment Counsel
Michigan
$324K – – –
BB
908
Busey Bank
Illinois
$324K +$104K +2,089 +39%
TCM
909
Triumph Capital Management
Colorado
$324K +$166K +3,318 +81%
QPWM
910
Quadrant Private Wealth Management
Pennsylvania
$323K +$59.5K +1,192 +19%
RSWM
911
Robertson Stephens Wealth Management
California
$323K +$158K +3,156 +74%
FLI
912
Family Legacy Inc
South Carolina
$320K +$34.5K +690 +10%
HCP
913
Hexagon Capital Partners
Arkansas
$319K +$15.5K +310 +4%
LB
914
Leo Brokerage
Texas
$317K +$362K +7,242 New
BRC
915
Bell Rock Capital
Delaware
$316K -$23.5K -471 -6%
PMG
916
ProVise Management Group
Florida
$316K +$65.6K +1,313 +22%
NL
917
NWAM LLC
Washington
$315K -$170K -3,404 -32%
BLC
918
Brown, Lisle/Cummings
Rhode Island
$315K +$7.49K +150 +2%
OFG
919
Oxford Financial Group
Indiana
$313K +$99.9K +2,000 +39%
IWA
920
Intercontinental Wealth Advisors
Texas
$313K +$357K +7,153 New
ACM
921
Aljian Capital Management
Nevada
$312K +$5.49K +110 +2%
PBO
922
Peoples Bank (Ohio)
Ohio
$310K -$16.1K -322 -4%
WI
923
Wintrust Investments
Illinois
$310K – – –
NWA
924
New World Advisors
Massachusetts
$309K +$49.9K +1,000 +15%
TCWM
925
Total Clarity Wealth Management
Illinois
$308K -$4.99K -100 -1%
35 36
37
38 39