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Name Holding Trade Value Shares
Change 		Change in
Stake
CST
2201
Charles Schwab Trust
Nevada
$301K -$17.1K -79 -5%
JWM
2202
Jeppson Wealth Management
California
$301K +$103K +477 +43%
IF
2203
Insight Folios
North Carolina
$300K +$344K +1,589 New
LCP
2204
Legacy Capital Partners
Wisconsin
$299K -$216K -998 -39%
BO
2205
BRR OpCo
Ohio
$299K -$68.8K -318 -17%
B
2206
Bellecapital
Switzerland
$298K +$50.4K +233 +17%
TI
2207
TTP Investments
California
$298K +$342K +1,582 New
FWP
2208
Firethorn Wealth Partners
Georgia
$297K +$341K +1,574 New
TF
2209
Trek Financial
Arizona
$295K +$159K +737 +89%
HI
2210
Hudock Inc
Pennsylvania
$293K -$57.6K -266 -15%
OTL
2211
Oak Thistle LLC
New York
$293K +$336K +1,553 New
BHTS
2212
Bar Harbor Trust Services
Maine
$291K -$814K -3,761 -71%
EWA
2213
Encompass Wealth Advisors
Oregon
$291K +$119K +550 +55%
OIA
2214
Optimum Investment Advisors
Illinois
$291K +$281K +1,300 +535%
DFG
2215
Demars Financial Group
Washington
$289K +$4.33K +20 +1%
BCM
2216
Blume Capital Management
California
$289K +$10.8K +50 +3%
ES
2217
Eagle Strategies
New York
$289K +$331K +1,532 New
LC
2218
Landaas & Company
Wisconsin
$287K – – –
EA
2219
Eudaimonia Advisors
Tennessee
$287K +$330K +1,523 New
CBFP
2220
Cedar Brook Financial Partners
Ohio
$286K -$108K -497 -25%
OCPWS
2221
One Charles Private Wealth Services
Massachusetts
$286K -$4.11K -19 -1%
AIA
2222
Angeles Investment Advisors
California
$286K +$92K +425 +39%
NGA
2223
Naples Global Advisors
Florida
$285K +$40.5K +187 +14%
CWA
2224
Consilio Wealth Advisors
Washington
$285K +$327K +1,509 New
OCM
2225
Objective Capital Management
Ohio
$285K +$327K +1,510 New
87 88
89
90 91