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Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
2526
Hobart Private Capital
North Carolina
$975K -$121K -305 -12%
GCM
2527
Goldstream Capital Management
Hong Kong
$975K -$2.05M -5,151 -69%
BWMG
2528
Barnes Wealth Management Group
California
$974K -$70K -176 -7%
HIS
2529
Horizon Investment Services
Indiana
$974K – – –
IFS
2530
Integrated Financial Solutions
Virginia
$972K – – –
BCP
2531
Blue Chip Partners
Michigan
$971K +$21.1K +53 +2%
GL
2532
Gerber LLC
Ohio
$968K – – –
CAL
2533
Capital Analysts LLC
Pennsylvania
$968K -$23.5K -59 -3%
AFC
2534
Ares Financial Consulting
California
$967K – – –
BWA
2535
Blodgett Wealth Advisors
California
$967K – – –
ESC
2536
Eurizon SLJ Capital
$967K – – –
C1AG
2537
Client 1st Advisory Group
Florida
$967K +$208K +522 +29%
PVAMC
2538
PPS&V Asset Management Consultants
Michigan
$965K -$183K -459 -17%
SIC
2539
Sterling Investment Counsel
New York
$964K -$9.15K -23 -1%
KGP
2540
Keystone Global Partners
Colorado
$964K – – –
AF
2541
Affiance Financial
Minnesota
$962K – – –
OFS
2542
Orrstown Financial Services
Pennsylvania
$961K +$2.78K +7 +0.3%
RCYC
2543
Richard C. Young & Co
Rhode Island
$961K +$103K +259 +13%
CAM
2544
Concorde Asset Management
Michigan
$961K -$45.7K -115 -5%
MWP
2545
Meridian Wealth Partners
Pennsylvania
$961K +$106K +266 +13%
LWMI
2546
Legacy Wealth Management (Idaho)
Idaho
$958K +$187K +469 +26%
FA
2547
Fountainhead AM
New Jersey
$958K -$101K -253 -10%
RIA
2548
Retirement Investment Advisors
Oklahoma
$956K -$10.7K -27 -1%
CWMK
2549
Caliber Wealth Management (Kansas)
Kansas
$956K -$7.16K -18 -0.8%
CPWM
2550
Cypress Point Wealth Management
Texas
$956K +$82.3K +207 +10%
100 101
102
103 104