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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1001
Forza Wealth Management
Florida
$1.36M +$14.9K +475 +1%
CFG
1002
Citizens Financial Group
Rhode Island
$1.36M -$446K -14,191 -26%
MFG
1003
Merit Financial Group
Georgia
$1.36M +$175K +5,583 +16%
AT
1004
Arden Trust
Delaware
$1.35M -$212K -6,754 -14%
ST
1005
Smithfield Trust
Pennsylvania
$1.35M -$25.2K -803 -2%
AF
1006
Advisornet Financial
Minnesota
$1.35M +$164K +5,214 +15%
SWA
1007
Stratos Wealth Advisors
Ohio
$1.34M +$403K +12,829 +47%
1WA
1008
180 Wealth Advisors
Washington
$1.34M -$30.1K -960 -2%
LPAM
1009
Lodestar Private Asset Management
California
$1.34M +$3.01K +96 +0.2%
IWS
1010
Insight Wealth Strategies
California
$1.34M +$10K +319 +0.8%
CFGS
1011
Concourse Financial Group Securities
Alabama
$1.34M +$93.1K +2,966 +8%
EWS
1012
Evergreen Wealth Solutions
Pennsylvania
$1.34M -$43.9K -1,398 -3%
VFM
1013
Viking Fund Management
North Dakota
$1.34M – – –
PWP
1014
Private Wealth Partners
California
$1.34M -$13.5K -430 -1%
HAG
1015
HF Advisory Group
Maryland
$1.34M +$28.5K +908 +2%
PAM
1016
Paradigm Asset Management
New York
$1.33M +$1.16M +36,900 +1,229%
MPM
1017
Meritage Portfolio Management
Kansas
$1.33M -$17.1K -545 -1%
MMPW
1018
Mitchell McLeod Pugh & Williams
Alabama
$1.33M -$53K -1,689 -4%
JIC
1019
Joel Isaacson & Co
New York
$1.33M +$207K +6,600 +20%
CHAM
1020
Clear Harbor Asset Management
Connecticut
$1.33M +$288K +9,175 +30%
MAM
1021
Morse Asset Management
Connecticut
$1.33M +$1.25M +39,740 New
BFEC
1022
Benjamin F. Edwards & Company
Missouri
$1.33M -$1.48M -47,015 -54%
HIA
1023
Harbor Investment Advisory
Maryland
$1.33M -$47.1K -1,500 -4%
PA
1024
Procyon Advisors
Connecticut
$1.33M -$145K -4,629 -10%
MJP
1025
Michael J. Puzo
$1.32M -$128K -4,065 -9%
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