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Name Holding Trade Value Shares
Change 		Change in
Stake
LSWP
1601
Liberty Square Wealth Partners
Pennsylvania
$378K +$67.5K +350 +17%
WHCI
1602
W.H. Cornerstone Investments
Massachusetts
$377K -$37.6K -195 -8%
PWS
1603
Proactive Wealth Strategies
Georgia
$377K +$4.82K +25 +1%
NWA
1604
New World Advisors
Massachusetts
$376K -$125K -650 -22%
SWP
1605
Semus Wealth Partners
Florida
$376K -$8.67K -45 -2%
PCM
1606
Presidio Capital Management
California
$374K – – –
GSWM
1607
Golden State Wealth Management
California
$373K -$114K -590 -20%
WFA
1608
WMG Financial Advisors
Tennessee
$371K -$17.3K -90 -4%
HIM
1609
Hillsdale Investment Management
Ontario, Canada
$370K +$48.2K +250 +12%
EC
1610
EntryPoint Capital
New York
$370K +$448K +2,325 New
OAM
1611
Oxford Asset Management
United Kingdom
$369K +$446K +2,315 New
CT
1612
Chicago Trust
Illinois
$366K -$36.6K -190 -8%
HDIM
1613
Hanson & Doremus Investment Management
Vermont
$366K +$31.8K +165 +8%
EIA
1614
Edgemoor Investment Advisors
Maryland
$366K +$10.6K +55 +2%
BCM
1615
Bourgeon Capital Management
Connecticut
$365K -$174K -905 -28%
RWA
1616
Redhawk Wealth Advisors
Minnesota
$365K -$964 -5 -0.2%
VCP
1617
Verus Capital Partners
Arizona
$364K +$61.7K +320 +16%
BFIM
1618
Beese Fulmer Investment Management
Ohio
$362K +$20.2K +105 +5%
CAAS
1619
Capital Asset Advisory Services
Michigan
$361K +$48.2K +250 +13%
KAM
1620
Knightsbridge Asset Management
California
$360K +$145K +750 +50%
CIG
1621
Cascade Investment Group
Colorado
$359K +$49.1K +255 +13%
NBWM
1622
North Berkeley Wealth Management
California
$358K -$96.4K -500 -18%
WF
1623
Womack Financial
Texas
$358K – – –
IIC
1624
Integrated Investment Consultants
Michigan
$358K +$10.6K +55 +3%
PWM
1625
Pines Wealth Management
North Carolina
$358K +$6.75K +35 +1%
63 64
65
66 67