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Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1701
one8zero8 LLC
North Carolina
$552K -$99.2K -3,945 -17%
WG
1702
Wealth Group
North Carolina
$551K -$30.7K -1,220 -6%
SB
1703
Sunflower Bank
Texas
$551K +$704 +28 +0.1%
SAW
1704
Signal Advisors Wealth
Michigan
$550K +$24.2K +963 +5%
PWA
1705
Providence Wealth Advisors
Illinois
$550K -$2.36K -94 -0.5%
TC
1706
Trust Company
Kansas
$549K -$193K -7,658 -28%
AAA
1707
American Alpha Advisors
New York
$549K -$57.8K -2,297 -11%
CSB
1708
City State Bank
Iowa
$547K -$30.1K -1,198 -6%
MAM
1709
MMA Asset Management
Pennsylvania
$547K – – –
MHIC
1710
Marble Harbor Investment Counsel
Massachusetts
$546K -$89.6K -3,562 -16%
LWMT
1711
Legacy Wealth Management (Tennessee)
Tennessee
$544K -$52.2K -2,076 -10%
RCM
1712
RB Capital Management
Nevada
$543K +$453 +18 +0.1%
SFG
1713
Socha Financial Group
New York
$543K +$1.64K +65 +0.3%
CAI
1714
Capital Advisors Inc
Oklahoma
$543K -$152K -6,036 -24%
BBA
1715
BLB&B Advisors
Pennsylvania
$542K -$42.1K -1,674 -8%
RB
1716
Rodgers Brothers
Pennsylvania
$540K -$113K -4,475 -19%
KIG
1717
Kessler Investment Group
Indiana
$540K -$50.8K -2,019 -10%
SVWAG
1718
Sound View Wealth Advisors Group
Georgia
$539K -$179K -7,131 -27%
OL
1719
OneFund LLC
Florida
$539K +$905 +36 +0.2%
CWA
1720
CJM Wealth Advisers
Virginia
$539K +$221K +8,783 +86%
SP
1721
Successful Portfolios
Florida
$539K -$12.5K -499 -3%
PJWM
1722
Philip James Wealth Mangement
Georgia
$538K +$225K +8,942 +89%
RSWM
1723
Robertson Stephens Wealth Management
California
$538K -$104K -4,121 -18%
BTWM
1724
Brass Tax Wealth Management
Ohio
$533K +$880 +35 +0.2%
RMAM
1725
Raab & Moskowitz Asset Management
New Jersey
$532K +$39.4K +1,566 +9%
67 68
69
70 71