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Name Holding Trade Value Shares
Change 		Change in
Stake
ETI
1351
Enterprise Trust & Investment
California
$275K – – –
LWP
1352
Legacy Wealth Planning
Nevada
$275K – – –
WTC
1353
WhitTier Trust Company
Nevada
$275K – – –
RM
1354
Resource Management
Louisiana
$275K +$258K +6,060 New
CL
1355
Choreo LLC
Illinois
$274K -$312K -7,330 -55%
MA
1356
Montag & Associates
Georgia
$274K +$256K +6,020 New
BWCS
1357
Beirne Wealth Consulting Services
Connecticut
$273K -$217K -5,110 -46%
LI
1358
Leap Investments
Illinois
$273K +$255K +6,000 New
PA
1359
Procyon Advisors
Connecticut
$270K +$12.8K +300 +5%
LF
1360
Lee Financial
Texas
$270K +$75.3K +1,770 +43%
JAFL
1361
Jay A. Fishman Ltd
Michigan
$270K -$73.2K -1,720 -22%
PA
1362
PFG Advisors
Arizona
$269K +$209K +4,900 New
RIM
1363
Redwood Investment Management
Arizona
$268K +$251K +5,900 New
NHC
1364
Nicholas Hoffman & Company
Georgia
$267K +$249K +5,860 New
ATC
1365
Adirondack Trust Company
New York
$266K -$21.3K -500 -8%
FFG
1366
Fortem Financial Group
California
$265K +$4.26K +100 +2%
COF
1367
Capital One Financial
Virginia
$262K -$21.3K -500 -8%
CG
1368
CFO4Life Group
Texas
$262K -$11.5K -270 -4%
TPA
1369
Trivium Point Advisory
Connecticut
$262K +$226K +5,310 New
LWM
1370
Laidlaw Wealth Management
New York
$262K +$245K +5,750 New
CAM
1371
Cidel Asset Management
Ontario, Canada
$261K – – –
DLA
1372
Douglas Lane & Associates
New York
$260K +$243K +5,720 New
BWM
1373
BCS Wealth Management
Tennessee
$256K -$17.9K -420 -7%
CCM
1374
Carlson Capital Management
Minnesota
$256K +$199K +4,670 New
3F
1375
360 Financial
Minnesota
$256K +$221K +5,200 New
53 54
55
56 57