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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1801
Claro Advisors
Massachusetts
$535K -$76.8K -1,485 -13%
CWM
1802
Connecticut Wealth Management
Connecticut
$534K – – –
BWA
1803
Bordeaux Wealth Advisors
California
$526K +$496K +9,589 New
PA
1804
Procyon Advisors
Connecticut
$523K -$15.2K -293 -3%
CS
1805
Capital Square
Tennessee
$521K +$53.8K +1,041 +12%
CRI
1806
Colonial River Investments
Virginia
$521K +$543K +10,502 New
VAG
1807
VisionPoint Advisory Group
Texas
$520K -$2.11M -40,855 -81%
NAMP
1808
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$520K +$10.3K +200 +2%
PCP
1809
Proficio Capital Partners
Massachusetts
$520K +$17.3K +335 +4%
FCA
1810
FinTrust Capital Advisors
South Carolina
$519K -$2.43K -47 -0.5%
EW
1811
Evoke Wealth
California
$518K -$44K -851 -8%
CST
1812
Charles Schwab Trust
Nevada
$515K -$15.3K -295 -3%
HWA
1813
Heartwood Wealth Advisors
Virginia
$515K – – –
HC
1814
Hourglass Capital
Texas
$515K – – –
PCMC
1815
Paragon Capital Management (Colorado)
Colorado
$514K -$12.5K -242 -3%
LB
1816
Leo Brokerage
Texas
$514K +$47.7K +922 +11%
ACM
1817
Argent Capital Management
Missouri
$509K +$86K +1,663 +22%
XSC
1818
X-Square Capital
Puerto Rico
$509K +$110K +2,135 +30%
TIA
1819
Tiemann Investment Advisors
California
$508K +$465 +9 +0.1%
AIM
1820
Acropolis Investment Management
Missouri
$505K +$26.1K +505 +6%
FWM
1821
ForthRight Wealth Management
Georgia
$505K +$476K +9,203 New
SPI
1822
Santori & Peters Inc
Pennsylvania
$504K +$207 +4 +0%
GAG
1823
GM Advisory Group
New York
$504K +$59.5K +1,150 +14%
KJHP
1824
K.J. Harrison & Partners
Ontario, Canada
$502K +$473K +9,150 New
RBFC
1825
Roman Butler Fullerton & Co
Missouri
$501K -$70.5K -1,364 -13%
71 72
73
74 75