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Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1951
Wealth Alliance Advisory Group
Kansas
$660K -$267K -712 -30%
AIM
1952
Acropolis Investment Management
Missouri
$660K +$9.76K +26 +2%
CFSG
1953
Clark Financial Services Group
Missouri
$658K -$10.1K -27 -2%
TAM
1954
Taurus Asset Management
New York
$658K -$26.3K -70 -4%
DI
1955
Diligent Investors
California
$657K – – –
DAC
1956
Dividend Assets Capital
South Carolina
$657K – – –
CCMG
1957
Clark Capital Management Group
Pennsylvania
$656K -$119K -316 -16%
SAM
1958
SP Asset Management
California
$655K +$26.3K +70 +4%
BS
1959
Bessemer Securities
New York
$655K -$206K -550 -25%
SL
1960
Salomon & Ludwin
Virginia
$654K – – –
GWM
1961
GSB Wealth Management
Connecticut
$652K +$338K +900 +119%
SWP
1962
Strategic Wealth Partners
Ohio
$652K +$381K +1,016 +159%
IGWM
1963
ICA Group Wealth Management
Colorado
$651K +$28.1K +75 +5%
AWM
1964
Absher Wealth Management
North Carolina
$650K +$24.8K +66 +4%
TIM
1965
Tevis Investment Management
Texas
$649K – – –
FFAM
1966
Forge First Asset Management
Canada
$648K -$1.07M -2,850 -63%
EP
1967
Eudaimonia Partners
Tennessee
$648K -$17.6K -47 -3%
TNA
1968
True North Advisors
Texas
$646K +$285K +759 +86%
CWA
1969
Clarity Wealth Advisors
California
$643K -$1.88K -5 -0.3%
RFA
1970
Resurgent Financial Advisors
Georgia
$643K -$15.4K -41 -2%
VWM
1971
Vigilare Wealth Management
Arizona
$642K +$750 +2 +0.1%
SC
1972
Sonen Capital
California
$642K -$129K -345 -17%
GFS
1973
GYL Financial Synergies
Connecticut
$642K +$92.7K +247 +18%
SPWG
1974
Syntegra Private Wealth Group
Missouri
$641K +$1.5K +4 +0.2%
MMPW
1975
Mitchell McLeod Pugh & Williams
Alabama
$641K – – –
77 78
79
80 81