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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1201
Catalina Capital Group
California
$1.29M +$597K +10,590 +100%
RBC
1202
Romano Brothers & Co
Illinois
$1.28M – – –
CA
1203
Crumly & Associates
Illinois
$1.27M -$4.51K -80 -0.4%
HIA
1204
Harbor Investment Advisory
Maryland
$1.27M -$3.95K -70 -0%
WFC
1205
Western Financial Corp
California
$1.27M +$158K +2,810 +15%
CC
1206
Corton Capital
Ontario, Canada
$1.27M +$576K +10,210 +95%
GC
1207
Gould Capital
Washington
$1.27M -$253K -4,490 -18%
PP
1208
PDS Planning
Ohio
$1.27M +$37.8K +670 +3%
SWA
1209
SFMG Wealth Advisors
Texas
$1.26M +$1.13K +20 +0.1%
1WA
1210
180 Wealth Advisors
Washington
$1.26M +$304K +5,390 +35%
JIP
1211
Jaffetilchin Investment Partners
Florida
$1.25M -$36.6K -650 -3%
OCBCO
1212
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.24M -$375K -6,650 -25%
LFA
1213
Laraway Financial Advisors
Minnesota
$1.24M -$46.2K -820 -4%
ET
1214
Equitable Trust
Tennessee
$1.24M +$129K +2,290 +13%
DG
1215
DMC Group
Alabama
$1.23M +$36.6K +650 +3%
SRC
1216
Sage Rhino Capital
California
$1.23M -$21.4K -380 -2%
NIM
1217
Northeast Investment Management
Massachusetts
$1.23M +$600K +10,650 +111%
WAP
1218
Wealthcare Advisory Partners
Pennsylvania
$1.22M +$105K +1,870 +10%
SMA
1219
Seven Mile Advisory
New Jersey
$1.22M -$71.6K -1,270 -6%
SAM
1220
Smartleaf Asset Management
Massachusetts
$1.22M +$310K +5,500 +38%
SMA
1221
Sage Mountain Advisors
Georgia
$1.22M +$9.02K +160 +0.8%
CIP
1222
Convergence Investment Partners
Florida
$1.22M +$704K +12,480 +165%
FTWA
1223
Fifth Third Wealth Advisors
Ohio
$1.22M +$185K +3,290 +20%
PCP
1224
Proficio Capital Partners
Massachusetts
$1.22M +$258K +4,570 +30%
AAM
1225
Aureus Asset Management
Massachusetts
$1.21M – – –
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