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Name Holding Trade Value Shares
Change 		Change in
Stake
S
1701
swisspartners
Liechtenstein
$1M +$52.8K +200 +6%
NSIM
1702
North Star Investment Management
Illinois
$1M +$49.4K +187 +6%
AP
1703
Americana Partners
Texas
$1M +$142K +536 +18%
MSR
1704
Main Street Research
Connecticut
$1M +$76.6K +290 +9%
AWA
1705
Aaron Wealth Advisors
Illinois
$1M -$104K -392 -10%
OFG
1706
Oxford Financial Group
Indiana
$997K – – –
PWA
1707
Phoenix Wealth Advisors
North Carolina
$994K -$375K -1,418 -29%
HC
1708
Hatton Consulting
Arizona
$992K -$2.11K -8 -0.2%
UBV
1709
United Bank (Virginia)
Virginia
$991K – – –
XS
1710
XR Securities
Illinois
$990K -$79.5K -301 -8%
PG
1711
Prostatis Group
Maryland
$989K +$88.7K +336 +11%
GB
1712
Goepper Burkhardt
South Carolina
$988K – – –
KOC
1713
Koss-Olinger Consulting
Florida
$988K – – –
FFC
1714
First Financial Corp
Indiana
$987K -$15.6K -59 -2%
RIL
1715
Rothschild Investment LLC
Illinois
$985K +$85.8K +325 +11%
LWAC
1716
Laurel Wealth Advisors (California)
California
$983K +$107K +405 +14%
WFI
1717
West Family Investments
California
$983K +$872K +3,301 +4,522%
SIA
1718
SkyView Investment Advisors
New Jersey
$982K – – –
PAIM
1719
Punch & Associates Investment Management
Minnesota
$976K – – –
EW
1720
Evoke Wealth
California
$972K -$528 -2 -0.1%
HL
1721
HeadInvest LLC
Maine
$965K +$111K +420 +15%
WP
1722
WealthSource Partners
California
$959K +$23.2K +88 +3%
PCG
1723
Private Capital Group
Connecticut
$958K +$32K +121 +4%
RHBC
1724
R.H. Bluestein & Co
Michigan
$956K -$42.5M -161,091 -98%
WA
1725
WBH Advisory
Maryland
$956K -$79.2K -300 -9%
67 68
69
70 71