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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1826
Jeppson Wealth Management
California
$1.02M +$996K +3,677 New
VSWA
1827
Vontobel Swiss Wealth Advisors
Switzerland
$1.02M -$20.9K -77 -2%
DI
1828
Diligent Investors
California
$1.02M -$10.8K -40 -1%
PA
1829
Probity Advisors
Texas
$1.01M +$33.9K +125 +4%
LDFR
1830
Lehman & Derafelo Financial Resources
Pennsylvania
$1.01M – – –
LHC
1831
Little House Capital
Massachusetts
$1.01M +$14.6K +54 +2%
HR
1832
Hayden Royal
North Carolina
$1.01M -$6.23K -23 -0.6%
BWM
1833
Baystate Wealth Management
Massachusetts
$1.01M -$56.3K -208 -5%
T
1834
TRUADVICE
Florida
$1.01M +$966K +3,566 New
FFBTD
1835
First Financial Bank - Trust Division
Ohio
$1.01M -$3.52K -13 -0.4%
FCA
1836
FLC Capital Advisors
California
$1M -$80.7K -298 -8%
SIM
1837
SSI Investment Management
California
$1M -$21.7K -80 -2%
JLBC
1838
J.L. Bainbridge & Co
Florida
$1M -$14.4K -53 -1%
PCS
1839
Personal CFO Solutions
New Jersey
$1M +$13.3K +49 +2%
CCB
1840
Cutter & Co Brokerage
Missouri
$998K -$36K -133 -4%
PAM
1841
Paradigm Asset Management
New York
$997K -$163K -600 -14%
RWM
1842
RBA Wealth Management
California
$996K -$67.2K -248 -6%
1W
1843
1776 Wealth
Georgia
$996K +$6.77K +25 +0.7%
BSB
1844
Bangor Savings Bank
Maine
$994K – – –
MPIA
1845
Mountain Pacific Investment Advisers
Idaho
$994K – – –
HWA
1846
HHM Wealth Advisors
Tennessee
$994K +$123K +454 +15%
GLLW
1847
Graves Light Lenhart Wealth
Virginia
$986K +$17.6K +65 +2%
SSWG
1848
Seven Springs Wealth Group
Tennessee
$985K – – –
RGC
1849
Roberts, Glore & Co
Illinois
$983K -$23K -85 -2%
TI
1850
tru Independence
Oregon
$978K -$2.92M -10,785 -75%
72 73
74
75 76