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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2826
BlackDiamond Wealth Management
New York
$492K +$28.5K +92 +7%
SPWG
2827
Sage Private Wealth Group
Illinois
$492K +$92.9K +300 +27%
CIS
2828
Connors Investor Services
Pennsylvania
$490K -$65K -210 -13%
CWS
2829
Cypress Wealth Services
California
$490K -$129K -415 -23%
CI
2830
Chartist Inc
California
$489K -$13K -42 -3%
CFA
2831
Cahill Financial Advisors
Minnesota
$489K +$11.5K +37 +3%
AAP
2832
Arax Advisory Partners
Colorado
$489K -$3.41K -11 -0.8%
LFA
2833
Laraway Financial Advisors
Minnesota
$489K – – –
TSWM
2834
Tyler-Stone Wealth Management
Ohio
$488K -$1.24K -4 -0.3%
KA
2835
Keene & Associates
Texas
$488K +$60.7K +196 +16%
MAC
2836
Mason & Associates (California)
California
$488K +$15.8K +51 +4%
SFP
2837
Sterling Financial Planning
New Jersey
$488K +$31.6K +102 +8%
SEIA
2838
Signature Estate & Investment Advisors
California
$488K +$1.24K +4 +0.3%
CCM
2839
Crew Capital Management
Ohio
$487K +$143K +462 +49%
SFC
2840
Strategic Financial Concepts
Texas
$487K -$139K -450 -24%
FC
2841
Forte Capital
New York
$487K +$120K +387 +38%
LWM
2842
Lakeridge Wealth Management
Ohio
$486K +$434K +1,403 New
PMG
2843
Private Management Group
California
$486K -$3.41K -11 -0.8%
AFA
2844
AllGen Financial Advisors
Florida
$486K – – –
VFA
2845
Voya Financial Advisors
Connecticut
$485K -$8.05K -26 -2%
KIM
2846
Karpus Investment Management
New York
$485K – – –
OLA
2847
Oliver Luxxe Assets
New Jersey
$484K -$20.1K -65 -4%
VAG
2848
VisionPoint Advisory Group
Texas
$484K +$268K +864 +162%
BWA
2849
Bordeaux Wealth Advisors
California
$484K -$233K -752 -35%
OCM
2850
Objective Capital Management
Ohio
$483K -$17.3K -56 -4%
112 113
114
115 116