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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1251
Arete Wealth Advisors
Illinois
$327K -$745K -10,569 -68%
SP
1252
Successful Portfolios
Florida
$326K +$141 +2 +0%
APA
1253
Astoria Portfolio Advisors
New York
$324K – – –
KFP
1254
KMG Fiduciary Partners
Ohio
$323K +$5.22K +74 +2%
SAM
1255
Sompo Asset Management
Japan
$323K – – –
LSA
1256
Lion Street Advisors
Texas
$322K +$97.7K +1,386 New
VW
1257
Vance Wealth
California
$321K -$108K -1,535 -24%
TCA
1258
Transcend Capital Advisors
New Jersey
$321K +$40.4K +573 +14%
DFG
1259
Demars Financial Group
Washington
$321K +$20.9K +297 +7%
IRC
1260
Investors Research Corp
Georgia
$320K – – –
PIM
1261
Penobscot Investment Management
Massachusetts
$319K – – –
JFGIW
1262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$316K +$153K +2,173 +86%
KWA
1263
Kingswood Wealth Advisors
California
$316K +$40.5K +574 +14%
MCC
1264
Money Concepts Capital
Florida
$314K -$938K -13,314 -74%
CH
1265
Canton Hathaway
Rhode Island
$313K -$2.12K -30 -0.6%
A
1266
Allianz
Germany
$311K -$163K -2,314 -33%
TPWA
1267
TRUE Private Wealth Advisors
Oregon
$311K -$21.1K -300 -6%
UBP
1268
Union Bancaire Privee
Switzerland
$311K -$627K -8,895 -62%
SW
1269
SVB Wealth
Massachusetts
$309K -$43.4K -615 -12%
AF
1270
Aviso Financial
Ontario, Canada
$309K +$6.77K +96 +2%
CWS
1271
Confluence Wealth Services
Pennsylvania
$309K +$846 +12 +0.3%
SPC
1272
Spirepoint Private Client
Florida
$308K +$13K +185 +4%
BB
1273
Busey Bank
Illinois
$307K -$20.7K -293 -6%
AF
1274
Advisornet Financial
Minnesota
$306K -$16.8K -238 -5%
ABC
1275
Associated Banc-Corp
Wisconsin
$306K +$4.65K +66 +1%
49 50
51
52 53