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Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
2201
Summit Securities Group
New York
$430K -$211K -563 -34%
LBC
2202
Lowe Brockenbrough & Co
Virginia
$429K -$134K -357 -25%
WDG
2203
Wealth Dimensions Group
Ohio
$429K +$3.75K +10 +0.9%
DWP
2204
Destiny Wealth Partners
Florida
$428K – – –
CAC
2205
Core Alternative Capital
Georgia
$428K +$233K +620 +132%
E
2206
Ergoteles
New York
$424K +$404K +1,077 New
NAM
2207
NTV Asset Management
West Virginia
$422K – – –
DOA
2208
D'Orazio & Associates
Virginia
$422K -$225K -599 -36%
LAS
2209
LWM Advisory Services
Florida
$422K +$21K +56 +5%
LDB
2210
Lee, Danner & Bass
Tennessee
$421K +$31.1K +83 +8%
PW
2211
Peninsula Wealth
California
$421K +$19.5K +52 +5%
LF
2212
Lantz Financial
Illinois
$420K +$2.25K +6 +0.6%
HGWM
2213
Horst & Graben Wealth Management
Oregon
$420K – – –
CCM
2214
Consolidated Capital Management
California
$419K -$5.25K -14 -1%
SAM
2215
Summit Asset Management
Tennessee
$419K – – –
BCM
2216
Becker Capital Management
Oregon
$418K -$22.5K -60 -5%
SAF
2217
Smith Anglin Financial
Texas
$416K +$143K +382 +57%
FCA
2218
Fortis Capital Advisors
Kansas
$416K +$57K +152 +17%
ZIC
2219
ZWJ Investment Counsel
Georgia
$415K -$24.4K -65 -6%
C
2220
Covestor
United Kingdom
$414K +$4.88K +13 +1%
CCM
2221
Carlson Capital Management
Minnesota
$413K +$119K +318 +44%
KI
2222
Kapitalo Investimentos
Brazil
$413K +$394K +1,049 New
DTC
2223
Davidson Trust Company
Washington
$412K – – –
WP
2224
Woodline Partners
California
$411K +$392K +1,046 New
NGA
2225
Naples Global Advisors
Florida
$411K +$37.9K +101 +11%
87 88
89
90 91