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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1001
Procyon Advisors
Connecticut
$586K -$72.6K -615 -13%
HW
1002
Hamilton Wealth
California
$586K +$11K +93 +2%
WP
1003
WealthShield Partners
North Carolina
$586K +$484K +4,098 New
GAG
1004
GM Advisory Group
New York
$583K +$3.19K +27 +0.7%
AIP
1005
Ahrens Investment Partners
Louisiana
$583K +$481K +4,074 New
DAM
1006
Doheny Asset Management
California
$583K +$482K +4,080 New
UR
1007
USCA RIA
Texas
$581K -$168K -1,425 -26%
BBWA
1008
Bell & Brown Wealth Advisors
California
$581K -$69.4K -588 -13%
TF
1009
TLWM Financial
Texas
$578K +$33.6K +285 +7%
LOAME
1010
Lombard Odier Asset Management (Europe)
United Kingdom
$578K +$477K +4,044 New
CWM
1011
Chesapeake Wealth Management
Virginia
$575K – – –
CTB
1012
Country Trust Bank
Illinois
$575K +$475K +4,020 New
CL
1013
Choreo LLC
Illinois
$571K -$893K -7,560 -65%
CAM
1014
Crestone Asset Management
Colorado
$562K -$271K -2,295 -37%
22CM
1015
20/20 Capital Management
California
$562K +$81.1K +687 +21%
MWA
1016
Meridian Wealth Advisors
Texas
$562K +$464K +3,930 New
MPW
1017
MA Private Wealth
California
$560K -$17.7K -150 -4%
AIC
1018
Ameritas Investment Company
Nebraska
$558K -$733K -6,204 -80%
BFA
1019
Bragg Financial Advisors
North Carolina
$558K -$44.3K -375 -9%
SWP
1020
Strategic Wealth Partners
Ohio
$558K -$14.2K -120 -3%
CCMD
1021
Cypress Capital Management (Delaware)
Delaware
$558K – – –
BWA
1022
Beam Wealth Advisors
Louisiana
$558K +$17.7K +150 +4%
BWP
1023
BSW Wealth Partners
Colorado
$558K +$108K +915 +31%
JCM
1024
Jacobi Capital Management
Pennsylvania
$557K +$384K +3,249 +504%
CPC
1025
Consolidated Planning Corp
Georgia
$556K +$105K +888 +30%
39 40
41
42 43