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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2601
Prosperity Wealth Management
California
$4.57M +$4.57M +19,046 New
HCM
2602
Hollencrest Capital Management
California
$4.56M -$1.97M -8,201 -30%
KWA
2603
KCS Wealth Advisory
California
$4.56M +$380K +1,584 +9%
FCA
2604
FLC Capital Advisors
California
$4.56M -$54.2K -226 -1%
SOW
2605
State of Wyoming
Wyoming
$4.55M -$148K -616 -3%
BLC
2606
Brown, Lisle/Cummings
Rhode Island
$4.54M +$336K +1,402 +8%
BA
2607
Bluesphere Advisors
Pennsylvania
$4.54M -$198K -825 -4%
C
2608
Certuity
Florida
$4.54M -$443K -1,846 -9%
CA
2609
CV Advisors
Florida
$4.53M +$583K +2,430 +15%
KC
2610
Kenfarb & Co
Kentucky
$4.52M -$30K -125 -0.7%
OPWM
2611
Oxinas Partners Wealth Management
Indiana
$4.52M +$332K +1,384 +8%
AGP
2612
Autumn Glory Partners
Texas
$4.51M +$406K +1,690 +10%
RC
2613
Reik & Co
New York
$4.51M -$36K -150 -0.8%
MIM
2614
Montgomery Investment Management
Maryland
$4.51M – – –
IIC
2615
Integrated Investment Consultants
Michigan
$4.5M +$412K +1,718 +10%
CIM
2616
Corda Investment Management
Texas
$4.5M +$157K +655 +4%
MC
2617
Mathes Company
New York
$4.5M -$7.2K -30 -0.2%
PPG
2618
Peak Planning Group
Colorado
$4.5M -$10.6K -44 -0.2%
MA
2619
McBroom & Associates
Nevada
$4.49M -$83.5K -348 -2%
BMC
2620
Beaton Management Company
Massachusetts
$4.49M +$12K +50 +0.3%
DWM
2621
Drive Wealth Management
Utah
$4.48M +$1.69M +7,050 +61%
CWP
2622
Concord Wealth Partners
Virginia
$4.48M -$1.05M -4,372 -19%
DWM
2623
Darwin Wealth Management
Florida
$4.48M -$633K -2,637 -12%
SNBOSCI
2624
Security National Bank of Sioux City Iowa
Iowa
$4.47M +$161K +670 +4%
RWM
2625
RBA Wealth Management
California
$4.47M +$23K +96 +0.5%
103 104
105
106 107