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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
801
PFG Investments
New York
$650K -$76.5K -702 -9%
FFM
802
Forum Financial Management
Illinois
$648K -$36.7K -337 -5%
GAM
803
Gotham Asset Management
New York
$647K +$348K +3,189 +89%
DWT
804
Dorsey & Whitney Trust
South Dakota
$644K +$377K +3,461 +105%
SWM
805
Salvus Wealth Management
New Jersey
$644K +$17.8K +163 +2%
NWA
806
New World Advisors
Massachusetts
$637K +$104K +956 +17%
GC
807
Guggenheim Capital
Illinois
$636K +$9.26K +85 +1%
WEG
808
World Equity Group
Illinois
$635K -$263K -2,409 -27%
MA
809
MONECO Advisors
Connecticut
$632K -$6.43K -59 -0.9%
TCM
810
Traynor Capital Management
Pennsylvania
$629K -$65.3K -599 -8%
BP
811
BBR Partners
New York
$627K +$61.4K +563 +9%
FPAS
812
Focus Partners Advisor Solutions
Missouri
$627K +$155K +1,424 +28%
LWM
813
Lakeridge Wealth Management
Ohio
$626K – – –
GPA
814
Garrison Point Advisors
California
$625K – – –
RWM
815
Rialto Wealth Management
New York
$624K -$3.05K -28 -0.4%
LC
816
Lindbrook Capital
California
$624K -$101K -930 -12%
FWM
817
Focused Wealth Management
New York
$614K +$3.27K +30 +0.5%
FBB
818
Fulton Breakefield Broenniman
Maryland
$613K +$700K +6,422 New
FHA
819
First Horizon Advisors
Tennessee
$611K -$5.34K -49 -0.8%
AIM
820
Aigen Investment Management
New York
$609K +$283K +2,593 +92%
XWM
821
Xcel Wealth Management
Florida
$608K -$145K -1,332 -17%
LCM
822
Lazari Capital Management
California
$608K +$5.34K +49 +0.8%
AI
823
Accredited Investors
Minnesota
$607K -$7.19K -66 -1%
KHCM
824
Kirtland Hills Capital Management
Ohio
$605K +$334K +3,065 +74%
FWP
825
FAS Wealth Partners
Kansas
$603K -$26.2K -240 -4%
31 32
33
34 35