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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
3001
Hara Capital
Washington
$542K – – –
BFWA
3002
Benchmark Financial Wealth Advisors
Florida
$542K -$28.2K -77 -5%
WRPWM
3003
Werba Rubin Papier Wealth Management
California
$541K +$57.5K +157 +11%
BBA
3004
Braun-Bostich & Associates
Pennsylvania
$541K -$24.2K -66 -4%
BLC
3005
Brown, Lisle/Cummings
Rhode Island
$541K – – –
HI
3006
Hoey Investments
Pennsylvania
$541K -$579K -1,582 -50%
SCM
3007
Sage Capital Management
New Jersey
$541K -$22.3K -61 -4%
MF
3008
Montis Financial
Massachusetts
$539K +$143K +390 +33%
PCM
3009
Princeton Capital Management
New Jersey
$539K +$4.39K +12 +0.8%
CFC
3010
Coyle Financial Counsel
Illinois
$536K +$40.3K +110 +8%
MSWA
3011
Marshall & Sterling Wealth Advisors
New York
$536K -$44.7K -122 -7%
BI
3012
Bolthouse Investments
California
$535K – – –
ZRP
3013
Zynergy Retirement Planning
New Jersey
$535K -$18.7K -51 -3%
DIM
3014
Delta Investment Management
California
$534K -$84.2K -230 -13%
HFS
3015
Heritage Financial Services
Massachusetts
$534K -$71.8K -196 -11%
WA1
3016
Wimmer Associates 1
California
$534K -$16.5K -45 -3%
PCM
3017
Payne Capital Management
New York
$533K +$5.13K +14 +0.9%
VH
3018
Visionary Horizons
Tennessee
$532K -$733 -2 -0.1%
BOSSRA
3019
B.O.S.S. Retirement Advisors
Utah
$531K +$231K +630 +69%
UPS
3020
UHLMANN PRICE SECURITIES
Illinois
$531K +$1.1K +3 +0.2%
CCM
3021
Crabel Capital Management
California
$531K +$84.2K +230 +18%
LWM
3022
LeConte Wealth Management
Tennessee
$529K +$41.4K +113 +8%
GG
3023
Gleason Group
Kentucky
$528K -$8.79K -24 -2%
WAG
3024
Wilkerson Advisory Group
Missouri
$528K +$561K +1,533 New
AW
3025
Alaethes Wealth
Nevada
$527K +$41.4K +113 +8%
119 120
121
122 123