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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2201
NewSquare Capital
Pennsylvania
$209K – – –
CB
2202
Cadence Bank
Mississippi
$209K +$200K +1,255 New
SPIO
2203
Seven Post Investment Office
California
$209K +$200K +1,255 New
CAC
2204
Certified Advisory Corp
Florida
$208K – – –
9WM
2205
9258 Wealth Management
Ohio
$208K +$198K +1,248 New
AA
2206
Altman Advisors
Illinois
$208K +$199K +1,250 New
TCOT
2207
Trust Company of Toledo
Ohio
$208K +$199K +1,250 New
CAL
2208
Capital Advisors Ltd
Ohio
$206K – – –
ACP
2209
Aveo Capital Partners
Colorado
$206K +$196K +1,233 New
PIM
2210
Parker Investment Management
California
$206K +$197K +1,237 New
JPLA
2211
Joseph P. Lucia & Associates
New York
$205K +$187K +1,173 New
WCM
2212
Windsor Capital Management
Arizona
$205K -$47.7K -300 -20%
CG
2213
Corundum Group
Colorado
$205K +$195K +1,229 New
LA
2214
Lynch & Associates
Indiana
$205K +$196K +1,230 New
MWM
2215
MorganRosel Wealth Management
Colorado
$205K +$196K +1,231 New
CCG
2216
Chatham Capital Group
Georgia
$204K +$195K +1,225 New
CGA
2217
Crescent Grove Advisors
Illinois
$204K +$195K +1,225 New
FAN
2218
Financial Advisors Network
California
$201K -$87.3K -549 -33%
HI
2219
Hudock Inc
Pennsylvania
$201K -$25.4K -160 -12%
MCG
2220
MACRO Consulting Group
New Jersey
$201K +$190K +1,196 New
MC
2221
Miramar Capital
Illinois
$201K +$191K +1,203 New
SMH
2222
Sanders Morris Harris
Texas
$200K +$191K +1,200 New
STMM
2223
South Texas Money Management
Texas
$200K +$191K +1,200 New
PB
2224
Pinnacle Bancorp
Nebraska
$190K -$6.36K -40 -3%
MAM
2225
Marquette Asset Management
Minnesota
$187K +$178K +1,122 New
87 88
89
90 91