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Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
726
Global Retirement Partners
California
$1.05M -$50.1K -1,380 -5%
EMG
727
Ellington Management Group
Connecticut
$1.05M +$436K +12,000 +75%
LWAC
728
Laurel Wealth Advisors (California)
California
$1.04M -$75.5K -2,080 -7%
YWP
729
YorkBridge Wealth Partners
New York
$1.04M -$2.82M -77,730 -74%
IB
730
Intrust Bank
Kansas
$1.03M +$92.2K +2,540 +10%
SMC
731
Smith, Moore & Co
Missouri
$1.03M +$10.9K +300 +1%
HCM
732
HM Capital Management
Missouri
$1.03M -$872K -24,030 -47%
MC
733
Mathes Company
New York
$982K – – –
MYIA
734
Mount Yale Investment Advisors
Colorado
$981K +$984K +27,100 +951%
AA
735
Apriem Advisors
California
$968K +$320K +8,820 +52%
PFGIA
736
Patriot Financial Group Insurance Agency
Massachusetts
$964K -$127K -3,490 -12%
LFDLE
737
La Financiere de L'Echiquier
France
$955K +$78K +2,150 +9%
IWM
738
IHT Wealth Management
Illinois
$950K +$144K +3,960 +18%
UC
739
Unio Capital
New Jersey
$945K -$45.4K -1,250 -5%
OIA
740
Optimum Investment Advisors
Illinois
$945K +$372K +10,250 +68%
HCM
741
Hollencrest Capital Management
California
$945K +$580K +15,970 +162%
LWM
742
Lyell Wealth Management
California
$936K +$236K +6,500 +35%
CA
743
Continuum Advisory
Idaho
$935K – – –
GC
744
Gruss & Co
Florida
$935K – – –
GCMG
745
Gyroscope Capital Management Group
Florida
$931K +$962K +26,500 New
SFS
746
Sowell Financial Services
Arkansas
$921K +$159K +4,370 +22%
TWM
747
Torch Wealth Management
Ohio
$917K -$10.9K -300 -1%
RJT
748
Raymond James Trust
Florida
$909K +$43.6K +1,200 +5%
PFA
749
Pinnacle Family Advisors
Missouri
$907K +$139K +3,830 +19%
MAM
750
Morse Asset Management
Connecticut
$905K +$162K +4,450 +23%
28 29
30
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