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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1551
Human Investing
Oregon
$489K -$99.6K -459 -18%
SIS
1552
Sound Income Strategies
Florida
$489K -$65.1K -300 -12%
OIA
1553
Optimum Investment Advisors
Illinois
$488K -$84.7K -390 -15%
ACP
1554
Aviance Capital Partners
Florida
$485K -$163K -750 -26%
ET
1555
Equitable Trust
Tennessee
$485K – – –
SWM
1556
Stockman Wealth Management
Montana
$484K -$28.7K -132 -6%
SFM
1557
Signet Financial Management
New Jersey
$484K +$13.7K +63 +3%
HIC
1558
Hartline Investment Corp
Illinois
$481K +$9.77K +45 +2%
RPCA
1559
Running Point Capital Advisors
California
$481K +$225K +1,038 +96%
KWMG
1560
King Wealth Management Group
Florida
$480K -$105K -483 -19%
FAN
1561
Financial Advisors Network
California
$480K -$54.1K -249 -11%
JWM
1562
Jeppson Wealth Management
California
$480K – – –
GAM
1563
Geier Asset Management
Maryland
$479K -$2.6K -12 -0.6%
AFS
1564
Annapolis Financial Services
Maryland
$479K +$9.77K +45 +2%
AIM
1565
Alhambra Investment Management
Florida
$478K – – –
CCC
1566
Chelsea Counsel Company
California
$476K -$130K -600 -22%
ITIM
1567
Indiana Trust & Investment Management
Indiana
$476K -$9.77K -45 -2%
CT
1568
Chicago Trust
Illinois
$476K – – –
SC
1569
Shay Capital
New York
$476K +$261K +1,200 +133%
AWM
1570
Altus Wealth Management
Kentucky
$475K – – –
FM
1571
Family Management
New York
$475K +$252K +1,161 +124%
NHC
1572
Nicholas Hoffman & Company
Georgia
$472K – – –
FWP
1573
Falcon Wealth Planning
California
$472K +$5.86K +27 +1%
PCA
1574
Peddock Capital Advisors
Massachusetts
$471K -$48.8K -225 -10%
AC
1575
Apella Capital
Connecticut
$469K +$449K +2,070 New
61 62
63
64 65