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Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1601
Valley Brook Capital Group
Pennsylvania
$580K – – –
CGH
1602
CMG Global Holdings
Texas
$579K – – –
TPWM
1603
Twelve Points Wealth Management
Massachusetts
$578K +$558K +4,945 New
BLC
1604
Brown, Lisle/Cummings
Rhode Island
$576K +$555K +4,925 New
AIA
1605
AIMZ Investment Advisors
California
$576K – – –
JLBC
1606
J.L. Bainbridge & Co
Florida
$575K – – –
MFG
1607
Merit Financial Group
Georgia
$574K +$15.4K +137 +3%
CSB
1608
City State Bank
Iowa
$574K +$553K +4,908 New
MFG
1609
Menard Financial Group
Texas
$573K -$99.7K -884 -15%
FC
1610
Fusion Capital
South Carolina
$571K +$29.8K +264 +6%
AIA
1611
Avalon Investment & Advisory
Texas
$570K -$933K -8,279 -63%
HCMG
1612
Howard Capital Management Group
California
$569K -$22.5K -200 -4%
SWA
1613
Sutton Wealth Advisors
Florida
$568K +$3.72K +33 +0.7%
VHAM
1614
Van Hulzen Asset Management
California
$568K -$152K -1,345 -22%
BA
1615
Bridgewater Advisors
New York
$566K -$4.4K -39 -0.8%
SWM
1616
Silverlake Wealth Management
Vermont
$565K +$544K +4,827 New
AC
1617
Apella Capital
Connecticut
$564K -$8.23K -73 -1%
JWM
1618
Jeppson Wealth Management
California
$564K -$3.38K -30 -0.6%
HIMC
1619
Heritage Investors Management Corp
Maryland
$564K +$5.86K +52 +1%
DI
1620
Diligent Investors
California
$562K +$5.98K +53 +1%
FHC
1621
First Heartland Consultants
Missouri
$560K +$6.76K +60 +1%
BBI
1622
Baxter Bros Inc
Connecticut
$559K +$108K +962 +25%
PFP
1623
Paragon Financial Partners
California
$556K +$536K +4,750 New
GVAG
1624
Great Valley Advisor Group
Delaware
$555K -$2.14K -19 -0.4%
SG
1625
Stonnington Group
California
$555K +$192K +1,707 +47%
63 64
65
66 67