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Name Holding Trade Value Shares
Change 		Change in
Stake
I
1751
IberiaBank
Louisiana
$530K -$160K -569 -24%
BRC
1752
Bell Rock Capital
Delaware
$528K -$95.9K -340 -16%
SIA
1753
Strategic Investment Advisors
Michigan
$528K -$77.2K -274 -13%
RIM
1754
Regent Investment Management
Kentucky
$528K -$50.7K -180 -9%
C1AG
1755
Client 1st Advisory Group
Florida
$526K +$114K +403 +31%
LIA
1756
LBMC Investment Advisors
Tennessee
$525K – – –
HHGA
1757
Halbert Hargrove Global Advisors
California
$525K +$18.6K +66 +4%
CFA
1758
Carroll Financial Associates
North Carolina
$521K +$184K +653 +59%
DJSG
1759
D.J. St. Germain
Massachusetts
$518K -$93K -330 -16%
WKWM
1760
Walter & Keenan Wealth Management
Indiana
$518K +$149K +528 +43%
EGA
1761
E&G Advisors
Texas
$517K – – –
HGWM
1762
Horst & Graben Wealth Management
Oregon
$515K – – –
GDP
1763
Great Diamond Partners
Maine
$514K +$94.7K +336 +24%
SNBOSCI
1764
Security National Bank of Sioux City Iowa
Iowa
$512K – – –
CFSG
1765
Clark Financial Services Group
Missouri
$512K +$457K +1,621 New
TCM
1766
Tanaka Capital Management
New York
$510K +$487K +1,726 New
RW
1767
REDW Wealth
New Mexico
$509K – – –
NIP
1768
Nicholas Investment Partners
California
$509K +$485K +1,720 New
BWP
1769
BSW Wealth Partners
Colorado
$508K +$241K +856 +99%
CWP
1770
Capital Wealth Planning
Florida
$505K -$750K -2,662 -61%
RZH
1771
Relyea Zuckerberg Hanson
Connecticut
$503K – – –
1WA
1772
180 Wealth Advisors
Washington
$500K -$46.8K -166 -9%
PPP
1773
Private Portfolio Partners
New Jersey
$499K -$688K -2,440 -59%
ICM
1774
IMS Capital Management
Oregon
$498K -$91.6K -325 -16%
FSA
1775
Financial Sense Advisors
California
$497K -$13.5K -48 -3%
69 70
71
72 73