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Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
1876
Eagle Bay Advisors
New York
$577K -$60.9K -218 -9%
BWM
1877
Boyd Wealth Management
California
$577K – – –
NJBEST
1878
New Jersey Better Educational Savings Trust
New Jersey
$577K – – –
JPLA
1879
Joseph P. Lucia & Associates
New York
$577K +$404K +1,445 +198%
RDWM
1880
Red Door Wealth Management
Tennessee
$576K -$98.3K -352 -14%
VAG
1881
VisionPoint Advisory Group
Texas
$576K -$95K -340 -14%
SSWM
1882
Smith Salley Wealth Management
North Carolina
$576K -$75.1K -269 -11%
CHA
1883
Cooper/Haims Advisors
New York
$574K +$1.96K +7 +0.3%
VCM
1884
Vision Capital Management
Oregon
$573K -$248K -889 -29%
AMM
1885
American Money Management
California
$573K – – –
WP
1886
WealthShield Partners
North Carolina
$572K -$26K -93 -4%
TNA
1887
True North Advisors
Texas
$571K -$41.3K -148 -6%
NC
1888
NovaPoint Capital
Georgia
$571K -$13.4K -48 -2%
TWP
1889
Total Wealth Planning
Ohio
$571K – – –
FCM
1890
Firestone Capital Management
Florida
$571K +$1.4K +5 +0.2%
AF
1891
Aldebaran Financial
$570K -$25.1K -90 -4%
GDP
1892
Great Diamond Partners
Maine
$570K -$1.4K -5 -0.2%
PWA
1893
Peterson Wealth Advisors
Utah
$570K +$31.8K +114 +6%
NRI
1894
NFP Retirement Inc
California
$569K +$838 +3 +0.1%
PWS
1895
Paragon Wealth Strategies
Florida
$567K – – –
AW
1896
Alaethes Wealth
Nevada
$563K +$134K +480 +29%
BIAS
1897
Beacon Investment Advisory Services
New Jersey
$562K +$279 +1 +0%
MA
1898
MCF Advisors
Kentucky
$562K +$20.7K +74 +4%
SC
1899
Schubert & Co
Texas
$561K +$1.96K +7 +0.3%
AWM
1900
Avaii Wealth Management
Wisconsin
$559K -$153K -549 -21%
74 75
76
77 78