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Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1926
Golden State Equity Partners
California
$680K -$171K -8,250 -20%
YWP
1927
YorkBridge Wealth Partners
New York
$680K +$37K +1,780 +6%
ARC
1928
Advisor Resource Council
Texas
$677K -$1.6M -76,940 -70%
SCM
1929
Southport Capital Management
Tennessee
$677K -$209K -10,050 -24%
RWI
1930
Red Wave Investments
Pennsylvania
$675K -$1.66K -80 -0.2%
TFGT
1931
TS Financial Group (TSFG)
Illinois
$675K +$50K +2,410 +8%
AWMF
1932
Arbor Wealth Management (Florida)
Florida
$675K +$115K +5,560 +21%
BWM
1933
Birchcreek Wealth Management
Ohio
$670K +$9.97K +480 +2%
HIMC
1934
Heritage Investors Management Corp
Maryland
$670K +$24.9K +1,200 +4%
CIA
1935
Compass Ion Advisors
Pennsylvania
$669K -$6.85K -330 -1%
WWM
1936
WJ Wealth Management
Arizona
$667K +$1.87K +90 +0.3%
MSFP
1937
Mark Sheptoff Financial Planning
Connecticut
$667K +$20.8K +1,000 +3%
BA
1938
BCM Advisors
Louisiana
$667K +$623K +30,000 New
LSA
1939
Lion Street Advisors
Texas
$667K +$672K +32,340 New
NC
1940
NovaPoint Capital
Georgia
$665K -$1.62M -78,060 -71%
FBB
1941
Fulton Breakefield Broenniman
Maryland
$664K +$2.49K +120 +0.4%
JHCP
1942
Jackson Hole Capital Partners
Oklahoma
$664K +$415K +20,000 +166%
PPP
1943
Private Portfolio Partners
New Jersey
$663K +$135K +6,500 +26%
MLIC
1944
Mandatum Life Insurance Company
Finland
$661K +$26.8K +1,290 +4%
DIM
1945
Delta Investment Management
California
$659K +$3.74K +180 +0.6%
CWA
1946
Clarus Wealth Advisors
Arizona
$659K +$442K +21,270 +194%
PBO
1947
Peoples Bank (Ohio)
Ohio
$656K +$10.2K +490 +2%
AIM
1948
Anchor Investment Management
South Carolina
$655K -$41.9K -2,020 -6%
GIA
1949
Guyasuta Investment Advisors
Pennsylvania
$651K +$41.5K +2,000 +7%
AA
1950
Auxano Advisors
Washington
$650K -$322K -15,500 -33%
76 77
78
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