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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
1751
IPG Investment Advisors
California
$512K +$275K +13,107 +109%
BWCS
1752
Beirne Wealth Consulting Services
Connecticut
$512K -$59.4K -2,826 -10%
RMAM
1753
Raab & Moskowitz Asset Management
New Jersey
$511K +$38.2K +1,816 +8%
SJIM
1754
St. Johns Investment Management
Florida
$511K +$46.9K +2,231 +10%
WA
1755
WBH Advisory
Maryland
$510K -$54.3K -2,584 -9%
FAM
1756
Formidable Asset Management
Ohio
$509K -$142K -6,766 -21%
IIA
1757
ICW Investment Advisors
Arizona
$509K -$15.1K -721 -3%
SICM
1758
Sustainable Insight Capital Management
New York
$508K +$33.4K +1,588 +7%
AWM
1759
Accurate Wealth Management
Florida
$507K -$53.2K -2,531 -10%
MCP
1760
Mirador Capital Partners
California
$507K -$2.14K -102 -0.4%
AIA
1761
AIMZ Investment Advisors
California
$507K – – –
GSWM
1762
Golden State Wealth Management
California
$506K -$11.2K -534 -2%
WP
1763
WealthShield Partners
North Carolina
$505K +$197K +9,366 +61%
SWA
1764
SOA Wealth Advisors
New York
$504K +$17.7K +842 +4%
GA
1765
Geller Advisors
New York
$503K -$73.1K -3,478 -12%
ECM
1766
Exchange Capital Management
Michigan
$503K – – –
APW
1767
Austin Private Wealth
Texas
$503K +$20K +950 +4%
IFG
1768
Investors Financial Group
Minnesota
$501K -$36.6K -1,740 -7%
SEIA
1769
Signature Estate & Investment Advisors
California
$501K -$10.4K -493 -2%
DA
1770
Doliver Advisors
Texas
$501K -$1.98K -94 -0.4%
PB
1771
Pinnacle Bancorp
Nebraska
$500K -$54.3K -2,587 -10%
TA
1772
TruWealth Advisors
Louisiana
$499K +$32.8K +1,561 +7%
LSA
1773
Lion Street Advisors
Texas
$498K +$488K +23,205 +2,121%
SCA
1774
SMH Capital Advisors
Texas
$497K -$3.19K -152 -0.6%
WCM
1775
Weik Capital Management
Pennsylvania
$496K -$73.7K -3,508 -13%
69 70
71
72 73