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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMIA
2226
Global Wealth Management Investment Advisory
Florida
$872K +$64.7K +236 +8%
ACM
2227
Allred Capital Management
Texas
$871K -$114K -416 -12%
FSC
2228
Full Sail Capital
Oklahoma
$869K -$28.5K -104 -3%
P
2229
&Partners
Tennessee
$869K -$23.3K -85 -3%
BWM
2230
BerganKDV Wealth Management
Minnesota
$869K +$34K +124 +4%
PIC
2231
Portland Investment Counsel
Ontario, Canada
$868K – – –
UFF
2232
USA Financial Formulas
Michigan
$859K -$1.64M -5,971 -65%
CPW
2233
Catalyst Private Wealth
California
$859K – – –
CIC
2234
Chilton Investment Company
Connecticut
$854K -$6.58K -24 -0.8%
PHS
2235
Pekin Hardy Strauss
Illinois
$854K -$2.74K -10 -0.3%
WF
2236
WoodTrust Financial
Wisconsin
$854K +$103K +375 +14%
BFA
2237
Beacon Financial Advisory
Ohio
$852K +$126K +458 +17%
HIC
2238
Hartline Investment Corp
Illinois
$851K -$19.7K -72 -2%
DWM
2239
Doyle Wealth Management
Florida
$851K +$14.5K +53 +2%
AWP
2240
Accretive Wealth Partners
New Jersey
$848K +$851K +3,104 New
ST
2241
Spinnaker Trust
Maine
$845K -$87.7K -320 -9%
AIA
2242
Angeles Investment Advisors
California
$845K – – –
APW
2243
Austin Private Wealth
Texas
$845K +$122K +445 +17%
PFBT
2244
Parkside Financial Bank & Trust
Missouri
$840K -$21.9K -80 -3%
IWS
2245
Insight Wealth Strategies
California
$840K +$78.1K +285 +10%
MIM
2246
Meridiem Investment Management
United Kingdom
$839K +$842K +3,073 New
OAM
2247
Oak Asset Management
California
$836K -$1.1K -4 -0.1%
GWS
2248
Glassman Wealth Services
Virginia
$833K +$52.6K +192 +7%
PPP
2249
Private Portfolio Partners
New Jersey
$833K +$15.6K +57 +2%
WSC
2250
Wellington Shields & Co
New York
$832K -$68.5K -250 -8%
88 89
90
91 92