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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1951
Aldebaran Financial
$971K +$39.9K +145 +4%
KA
1952
Kozak & Associates
Colorado
$970K +$956K +3,478 New
CWM
1953
Cornerstone Wealth Management
Missouri
$967K +$45.9K +167 +5%
IBOK
1954
Independence Bank of Kentucky
Kentucky
$966K -$41.2K -150 -4%
BWM
1955
Baystate Wealth Management
Massachusetts
$966K +$2.2K +8 +0.2%
JAG
1956
Journey Advisory Group
Kentucky
$966K +$999K +3,636 New
PVWM
1957
Point View Wealth Management
New Jersey
$965K -$658K -2,393 -40%
FFBTD
1958
First Financial Bank - Trust Division
Ohio
$962K – – –
DMC
1959
Drexel Morgan & Co
Pennsylvania
$961K -$27.5K -100 -3%
1W
1960
1776 Wealth
Georgia
$959K +$6.32K +23 +0.6%
TIA
1961
Traphagen Investment Advisors
New Jersey
$958K +$94K +342 +10%
SIM
1962
SSI Investment Management
California
$958K -$1.65K -6 -0.2%
FP
1963
Factorial Partners
New York
$956K +$990K +3,600 New
VSWA
1964
Vontobel Swiss Wealth Advisors
Switzerland
$955K -$22K -80 -2%
PIA
1965
Pinion Investment Advisors
Kansas
$955K +$18.7K +68 +2%
WP
1966
WealthShield Partners
North Carolina
$955K +$207K +754 +27%
SDWIA
1967
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$951K +$69K +251 +8%
CAS
1968
Coppell Advisory Solutions
Texas
$950K +$983K +3,576 New
FMTC
1969
Farmers & Merchants Trust Company
California
$948K -$235K -854 -19%
LF
1970
LifeSteps Financial
California
$946K +$18.4K +67 +2%
TW
1971
Towerpoint Wealth
California
$946K +$87.4K +318 +10%
BSB
1972
Bangor Savings Bank
Maine
$945K -$6.87K -25 -0.7%
HFG
1973
Heron Financial Group
New York
$943K +$28.3K +103 +3%
HWA
1974
HHM Wealth Advisors
Tennessee
$938K -$12.6K -46 -1%
MCA
1975
Magnolia Capital Advisors
Mississippi
$937K +$41.5K +151 +4%
77 78
79
80 81