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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1501
Intrua Financial
Texas
$555K -$110K -1,165 -16%
GTCM
1502
Gyon Technologies Capital Management
New Jersey
$553K +$99.3K +1,052 +21%
GC
1503
GFG Capital
Florida
$551K -$6.72M -71,186 -92%
WP
1504
WealthPLAN Partners
Nebraska
$551K -$12.3K -130 -2%
WIM
1505
WealthPlan Investment Management
Nebraska
$551K +$697K +7,382 New
WSCM
1506
Wellington Shields Capital Management
New York
$548K +$175K +1,851 +44%
NICM
1507
Neo Ivy Capital Management
New York
$548K +$493K +5,227 +648%
GWS
1508
Glassman Wealth Services
Virginia
$546K +$57.3K +607 +11%
BL
1509
Balentine LLC
Georgia
$546K +$170K +1,799 +43%
IA
1510
IFG Advisors
Missouri
$545K +$1.23K +13 +0.2%
MSR
1511
Main Street Research
Connecticut
$542K -$364K -3,857 -39%
HBT
1512
Hills Bank & Trust
Iowa
$540K -$109K -1,151 -16%
NSAM
1513
North Star Asset Management
Wisconsin
$540K -$4.72K -50 -0.8%
SWRP
1514
Summit Wealth & Retirement Planning
California
$538K -$23.1K -245 -4%
BWM
1515
Blossom Wealth Management
California
$538K +$36.6K +388 +7%
SA
1516
Syntax Advisors
New York
$536K +$110K +1,167 +25%
VCG
1517
Vantage Consulting Group
Virginia
$536K +$110K +1,167 +25%
BC
1518
Belmont Capital
California
$535K – – –
JIC
1519
Joel Isaacson & Co
New York
$535K +$1.13K +12 +0.2%
PWP
1520
Pursue Wealth Partners
California
$532K – – –
WA
1521
Wealth Alliance
New York
$531K -$125K -1,326 -19%
CI
1522
Cooper Investors
Australia
$531K -$127K -1,346 -19%
EP
1523
Eudaimonia Partners
Tennessee
$530K +$550K +5,828 New
BA
1524
Ballast Advisors
Minnesota
$529K +$37.3K +395 +7%
BFC
1525
Bedel Financial Consulting
Indiana
$528K -$4.81K -51 -0.9%
59 60
61
62 63