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Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
2051
Newport Wealth Strategies
California
$599K -$236K -1,029 -30%
CHA
2052
Carmichael Hill & Associates
Maryland
$597K +$1.15K +5 +0.2%
BCM
2053
Bienville Capital Management
New York
$596K – – –
PCS
2054
Personal CFO Solutions
New Jersey
$596K +$93.4K +408 +21%
WAAG
2055
Wealth Alliance Advisory Group
Kansas
$595K +$23.8K +104 +5%
MGIA
2056
Moneta Group Investment Advisors
Missouri
$592K +$82.4K +360 +18%
MCM
2057
McMillion Capital Management
North Carolina
$589K +$5.49K +24 +1%
BWM
2058
Buckley Wealth Management
Nevada
$588K -$23.8K -104 -4%
VC
2059
Veracity Capital
Georgia
$587K -$605K -2,642 -53%
HR
2060
Howe & Rusling
New York
$586K -$116K -506 -18%
B
2061
Bellecapital
Switzerland
$586K +$92.9K +406 +21%
SFG
2062
SNS Financial Group
Minnesota
$584K -$75.5K -330 -12%
HIIFS
2063
Harel Insurance Investments & Financial Services
Israel
$583K +$87.2K +381 +20%
CMI
2064
Clare Market Investments
Texas
$581K -$56.5K -247 -10%
ICM
2065
Islay Capital Management
Texas
$579K +$2.75K +12 +0.5%
SIA
2066
Strategic Investment Advisors
Michigan
$579K +$19.9K +87 +4%
CWM
2067
Circle Wealth Management
New Jersey
$577K +$24K +105 +5%
BFWA
2068
Benchmark Financial Wealth Advisors
Florida
$575K +$526K +2,296 New
PFBT
2069
Parkside Financial Bank & Trust
Missouri
$572K +$65.7K +287 +14%
IFG
2070
Investors Financial Group
Minnesota
$570K +$1.83K +8 +0.4%
OMIC
2071
Old Mission Investment Co
Michigan
$570K +$37.3K +163 +8%
LFASL
2072
Lugano Financial Advisors SA (LFA)
Switzerland
$569K -$388K -1,697 -43%
HWMG
2073
Hurlow Wealth Management Group
Indiana
$569K +$45.8K +200 +10%
IAP
2074
Indie Asset Partners
Indiana
$567K -$89.5K -391 -16%
SIA
2075
Starfire Investment Advisers
Michigan
$567K -$38.2K -167 -7%
81 82
83
84 85