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Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
1301
Global Trust Asset Management
Florida
$6.89M +$523K +698 +13%
SCM
1302
Schnieders Capital Management
California
$6.87M +$699K +932 +19%
PRP
1303
Peak Retirement Planning
Ohio
$6.87M -$2.67M -3,562 -37%
WR
1304
WD Rutherford
Oregon
$6.84M +$1.67M +2,229 +60%
JC
1305
JM2 Capital
Oklahoma
$6.8M +$27.7K +37 +0.6%
ISB
1306
Iowa State Bank
Iowa
$6.79M +$1.14M +1,522 +35%
PCP
1307
Proficio Capital Partners
Massachusetts
$6.79M +$4.41M +5,880 New
SI
1308
Seeds Investor
New York
$6.78M +$3M +3,995 +213%
BA
1309
Bellwether Advisors
Nebraska
$6.74M +$724K +965 +20%
SW
1310
SVB Wealth
Massachusetts
$6.74M +$2M +2,662 +84%
CP
1311
Cumberland Partners
Ontario, Canada
$6.72M -$805K -1,074 -16%
CFSG
1312
Clark Financial Services Group
Missouri
$6.72M +$517K +689 +13%
WWM
1313
Western Wealth Management
Colorado
$6.71M +$458K +611 +12%
SF
1314
Symphony Financial
Texas
$6.71M +$213K +284 +5%
TVAMP
1315
Tennessee Valley Asset Management Partners
Tennessee
$6.71M +$3.58M +4,768 +457%
KFGK
1316
Keystone Financial Group (Kentucky)
Kentucky
$6.7M +$1.16M +1,542 +36%
HEM
1317
Henson-Edgewater Management
Ohio
$6.7M -$118K -157 -2%
HBT
1318
Heartland Bank & Trust
Illinois
$6.69M -$1.42M -1,894 -25%
ECM
1319
Ethos Capital Management
Pennsylvania
$6.63M -$1.83M -2,441 -30%
FAG
1320
Fortitude Advisory Group
Washington
$6.63M -$3.43M -4,578 -44%
RWM
1321
Rezny Wealth Management
Florida
$6.63M +$137K +183 +3%
CFM
1322
Compass Financial Management
Florida
$6.62M +$4.71M +6,283 New
FC
1323
FORA Capital
Florida
$6.59M -$19.2M -25,592 -82%
APA
1324
Astoria Portfolio Advisors
New York
$6.58M +$335K +447 +9%
FDS
1325
First Dallas Securities
Texas
$6.57M -$1.69M -2,250 -28%
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