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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3101
SignalPoint Asset Management
Missouri
$6.41M -$693K -1,640 -10%
RC
3102
Reik & Co
New York
$6.41M – – –
LWM
3103
Lodestone Wealth Management
Washington
$6.39M +$31.7K +75 +0.5%
PC
3104
Port Capital
Illinois
$6.39M -$6.33K -15 -0.1%
TCOTS
3105
Trust Company of the South
North Carolina
$6.39M -$17.7K -42 -0.3%
TFM
3106
TFC Financial Management
Massachusetts
$6.37M -$132K -313 -2%
CIA
3107
Cape Investment Advisory
Georgia
$6.36M +$57K +135 +1%
S
3108
Sunpointe
Missouri
$6.36M +$303K +718 +5%
CNWM
3109
Clay Northam Wealth Management
California
$6.35M +$8.45K +20 +0.1%
GEM
3110
Global Endowment Management
North Carolina
$6.35M -$122K -288 -2%
PHIMC
3111
Private Harbour Investment Management & Counsel
Ohio
$6.34M -$19.8K -47 -0.3%
SLC
3112
Second Line Capital
Louisiana
$6.34M +$1.32M +3,132 +28%
JWM
3113
JPL Wealth Management
Colorado
$6.34M +$862K +2,041 +17%
AIM
3114
Athena Investment Management
California
$6.34M -$89.1K -211 -1%
FI
3115
Fosun International
China
$6.33M – – –
PAG
3116
Powers Advisory Group
Illinois
$6.33M +$12.2K +29 +0.2%
GPFA
3117
Game Plan Financial Advisors
Ohio
$6.33M +$74.3K +176 +1%
RSC
3118
Red Spruce Capital
Pennsylvania
$6.33M -$34.6K -82 -0.6%
MAS
3119
Madden Advisory Services
Florida
$6.33M +$25.3K +60 +0.4%
WFAG
3120
Worth Financial Advisory Group
North Carolina
$6.33M +$416K +985 +7%
GWA
3121
Gratus Wealth Advisors
Virginia
$6.32M -$190K -451 -3%
OFA
3122
Oak Family Advisors
Illinois
$6.3M -$550K -1,303 -8%
CFD
3123
Creative Financial Designs
Indiana
$6.3M -$120K -283 -2%
OWA
3124
ORBA Wealth Advisors
Illinois
$6.3M +$366K +867 +7%
JWM
3125
Jeppson Wealth Management
California
$6.29M +$70.1K +166 +1%
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