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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1201
KLCM Advisors
Wisconsin
$551K -$22.2K -915 -5%
CG
1202
CFO4Life Group
Texas
$551K -$4.6K -190 -1%
CA
1203
Crewe Advisors
Utah
$550K -$221K -9,120 -36%
DWM
1204
Diversify Wealth Management
Utah
$549K +$79.6K +3,285 +31%
PWA
1205
Providence Wealth Advisors
Illinois
$545K -$5.45K -225 -2%
CBA
1206
Coastal Bridge Advisors
Connecticut
$545K -$119K -4,896 -23%
MMG
1207
Monetary Management Group
Missouri
$544K -$24.2K -1,000 -6%
APWM
1208
Argonautica Private Wealth Management
Massachusetts
$544K – – –
LI
1209
LRI Investments
Florida
$539K -$36.8K -1,520 -9%
LFAS
1210
Level Four Advisory Services
Texas
$538K +$16.7K +689 +4%
BTC
1211
Bank & Trust Company
Illinois
$537K -$678 -28 -0.2%
GL
1212
Gerber LLC
Ohio
$536K +$48 +2 +0%
PCG
1213
Prosperity Consulting Group
Maryland
$535K +$386K +15,945 New
FMTC
1214
Farmers & Merchants Trust Company
California
$534K -$21K -865 -5%
PIA
1215
Perennial Investment Advisors
California
$533K -$40.7K -1,679 -10%
FMLI
1216
Fukoku Mutual Life Insurance
Japan
$532K – – –
FB
1217
Fulton Bank
Pennsylvania
$532K -$26.4K -1,090 -6%
NHC
1218
Nicholas Hoffman & Company
Georgia
$532K -$29.5K -1,218 -7%
FWM
1219
Finer Wealth Management
Massachusetts
$531K -$57.8K -2,385 -13%
GPWM
1220
Grant Private Wealth Management
California
$527K +$380K +15,700 New
AWM
1221
Avaii Wealth Management
Wisconsin
$525K -$606 -25 -0.2%
MCM
1222
Manchester Capital Management
Vermont
$524K -$84.2K -3,475 -18%
LCGC
1223
Legacy Capital Group California
California
$524K +$11K +456 +3%
SMH
1224
Sanders Morris Harris
Texas
$524K +$378K +15,610 New
FWTB
1225
First Western Trust Bank
Colorado
$523K -$872 -36 -0.2%
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