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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1051
GeoWealth Management
Illinois
$489K -$36.2K -1,630 -7%
CPWA
1052
Cerro Pacific Wealth Advisors
California
$488K -$33.3K -1,500 -7%
SF
1053
Summit Financial
New Jersey
$488K +$122K +5,470 +36%
FW
1054
FirstPurpose Wealth
Utah
$487K +$459K +20,680 New
BOH
1055
Bank of Hawaii
Hawaii
$483K +$455K +20,500 New
HWAM
1056
Hennion & Walsh Asset Management
New Jersey
$480K -$11.3K -510 -2%
SWA
1057
SFMG Wealth Advisors
Texas
$479K +$42.2K +1,900 +10%
XWM
1058
Xcel Wealth Management
Florida
$477K -$38.9K -1,750 -8%
AWG
1059
Altus Wealth Group
Colorado
$477K – – –
CFGS
1060
Concourse Financial Group Securities
Alabama
$476K -$56.2K -2,530 -11%
CIC
1061
Cornercap Investment Counsel
Georgia
$473K -$1.73M -77,810 -80%
CAM
1062
Close Asset Management
United Kingdom
$473K -$48.2K -2,170 -10%
CL
1063
CSS LLC
Illinois
$471K -$222K -10,000 -33%
AAM
1064
Aureus Asset Management
Massachusetts
$471K -$51.1K -2,300 -10%
LFM
1065
Lumina Fund Management
New York
$471K – – –
FNWM
1066
Financial Network Wealth Management
Utah
$471K +$4.22K +190 +1%
SRC
1067
Sage Rhino Capital
California
$471K +$13.6K +610 +3%
IP
1068
Interval Partners
New York
$471K +$444K +20,000 New
SM
1069
Southport Management
Wyoming
$471K +$444K +20,000 New
CAMG
1070
CWA Asset Management Group
Florida
$470K -$1.55K -70 -0.3%
RHBC
1071
R.H. Bluestein & Co
Michigan
$469K – – –
MIA
1072
MMBG Investment Advisors
Florida
$468K – – –
JIP
1073
Jaffetilchin Investment Partners
Florida
$466K -$7.55K -340 -2%
AIA
1074
AIMZ Investment Advisors
California
$466K – – –
CWS
1075
Confluence Wealth Services
Pennsylvania
$465K -$36.7K -1,650 -8%
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