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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1001
Aventura Private Wealth
Florida
$1.43M -$16.1K -34 -1%
PPWP
1002
Premier Path Wealth Partners
New Jersey
$1.43M +$2.37K +5 +0.2%
WAAG
1003
Wealth Alliance Advisory Group
Kansas
$1.43M +$185K +391 +15%
MWM
1004
Marion Wealth Management
Pennsylvania
$1.43M +$31.7K +67 +2%
LF
1005
Lee Financial
Texas
$1.41M +$44K +93 +3%
LMIM
1006
Lockheed Martin Investment Management
Maryland
$1.41M -$42.6K -90 -3%
FRM
1007
Fox Run Management
Connecticut
$1.41M +$1.4M +2,966 New
CHAM
1008
Clear Harbor Asset Management
Connecticut
$1.41M – – –
WFI
1009
West Family Investments
California
$1.4M +$15.1K +32 +1%
PWPS
1010
Pinnacle Wealth Planning Services
Ohio
$1.4M +$186K +392 +15%
ANTB
1011
AMG National Trust Bank
Colorado
$1.39M -$53K -112 -4%
RAG
1012
RIA Advisory Group
Iowa
$1.39M +$171K +361 +14%
LTAS
1013
Linden Thomas Advisory Services
North Carolina
$1.38M +$87.6K +185 +7%
HW
1014
Hancock Whitney
Mississippi
$1.37M -$282K -595 -17%
TNB
1015
Thomasville National Bank
Georgia
$1.36M – – –
CAMG
1016
CWA Asset Management Group
Florida
$1.36M +$17.5K +37 +1%
FFP
1017
FourThought Financial Partners
Florida
$1.35M +$1.04M +2,195 +336%
APSI
1018
Asset Planning Services Inc
Louisiana
$1.34M +$35.5K +75 +3%
CI
1019
Conning Inc
Connecticut
$1.34M – – –
TCA
1020
Transcend Capital Advisors
New Jersey
$1.33M +$162K +343 +14%
QIM
1021
Quest Investment Management
Oregon
$1.33M +$76.7K +162 +6%
TC
1022
Trium Capital
United Kingdom
$1.32M +$74.3K +157 +6%
ZF
1023
Zhang Financial
Michigan
$1.31M -$4.26K -9 -0.3%
WIA
1024
World Investment Advisors
California
$1.31M -$41.2K -87 -3%
ADL
1025
Asset Dedication LLC
California
$1.3M -$13.3K -28 -1%
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