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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1301
Silvercrest Asset Management
New York
$547K – – –
LA
1302
LVW Advisors
New York
$546K +$19.3K +350 +4%
TFGT
1303
TS Financial Group (TSFG)
Illinois
$544K – – –
BFS
1304
Bard Financial Services
Connecticut
$543K +$5.5K +100 +1%
JFGIW
1305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$541K -$11K -200 -2%
PIMG
1306
Patriot Investment Management Group
Tennessee
$541K +$16K +290 +3%
EHC
1307
Everett Harris & Co
California
$536K +$550 +10 +0.1%
WWM
1308
WJ Wealth Management
Arizona
$535K – – –
HWM
1309
Howard Wealth Management
Connecticut
$534K -$54.5K -990 -10%
CFA
1310
Carroll Financial Associates
North Carolina
$534K -$16.5K -300 -3%
SFM
1311
Signet Financial Management
New Jersey
$534K -$4.4K -80 -0.9%
SBL
1312
Sargent Bickham Lagudis
Colorado
$534K +$20.4K +370 +4%
TW
1313
Transform Wealth
Colorado
$533K -$24.2K -440 -5%
OPWM
1314
Oxinas Partners Wealth Management
Indiana
$533K +$11K +200 +2%
GKWIM
1315
Gerber Kawasaki Wealth & Investment Management
California
$532K -$8.54M -155,170 -97%
RWP
1316
RWA Wealth Partners
Massachusetts
$532K – – –
RS
1317
Retirement Solution
Washington
$532K +$88.1K +1,600 +23%
IA
1318
IFG Advisors
Missouri
$531K – – –
SIC
1319
Samalin Investment Counsel
New York
$531K – – –
PWM
1320
Peterson Wealth Management
Nevada
$531K +$18.2K +330 +4%
FC
1321
Ferris Capital
Massachusetts
$531K +$445K +8,080 New
LC
1322
Lindbrook Capital
California
$530K +$66.6K +1,210 +16%
RFA
1323
Reilly Financial Advisors
California
$526K -$39.1K -710 -8%
VFM
1324
Vivid Financial Management
California
$520K -$11K -200 -2%
CA
1325
Clearstead Advisors
Ohio
$520K +$144K +2,620 +44%
51 52
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