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Name Holding Trade Value Shares
Change 		Change in
Stake
FAT
1901
First American Trust
California
$215K +$217K +2,552 New
SEP
1902
Southland Equity Partners
Missouri
$215K -$17K -200 -7%
WLPWM
1903
Walled Lake Planning & Wealth Management
Illinois
$214K +$216K +2,539 New
KCM
1904
Kanawha Capital Management
Virginia
$214K +$216K +2,540 New
AO
1905
Advisor OS
Illinois
$214K +$216K +2,543 New
WIA
1906
World Investment Advisors
California
$213K +$9.09K +107 +4%
AWM
1907
Angeles Wealth Management
California
$213K +$215K +2,525 New
HCA
1908
Harbour Capital Advisors
Virginia
$212K -$60.7K -714 -23%
CTA
1909
Colonial Trust Advisors
South Carolina
$211K +$213K +2,504 New
KPW
1910
Kore Private Wealth
New York
$210K -$31.6K -372 -13%
SCA
1911
Sage Capital Advisors
South Dakota
$210K -$14.9K -175 -7%
IIA
1912
Integral Investment Advisors
California
$210K +$212K +2,490 New
RHJA
1913
Rice Hall James & Associates
California
$210K +$212K +2,490 New
ACP
1914
Aveo Capital Partners
Colorado
$208K +$209K +2,464 New
CIP
1915
Convergence Investment Partners
Florida
$208K +$209K +2,466 New
FFG
1916
Frisch Financial Group
New York
$208K +$210K +2,467 New
RFG
1917
Range Financial Group
Oregon
$208K +$210K +2,474 New
WWM
1918
Wolff Wiese Magana
California
$206K +$1.19K +14 +0.6%
EWA
1919
EverSource Wealth Advisors
Alabama
$206K +$45.5K +536 +28%
CRWM
1920
Castle Rock Wealth Management
California
$206K +$203K +2,392 New
NA
1921
Nottingham Advisors
New York
$206K +$208K +2,446 New
NRS
1922
Neville Rodie & Shaw
New York
$205K +$207K +2,431 New
DI
1923
DFPG Investments
Utah
$204K +$195K +2,301 New
BDFN
1924
Bond & Devick Financial Network
Minnesota
$204K +$205K +2,418 New
GJCM
1925
Grand Jean Capital Management
California
$204K +$206K +2,423 New
75 76
77
78 79