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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2101
Schubert & Co
Texas
$500K -$7.45K -29 -1%
WWP
2102
Waypoint Wealth Partners
California
$500K – – –
SOAMC
2103
Spirit of America Management Corp
New York
$500K +$424K +1,650 +471%
RVM
2104
Robinson Value Management
Texas
$500K +$442K +1,721 +617%
YIA
2105
YHB Investment Advisors
Connecticut
$500K +$30.8K +120 +6%
LL
2106
LWMG LLC
Minnesota
$500K +$10.5K +41 +2%
NFC
2107
Northeast Financial Consultants
Connecticut
$499K +$64.7K +252 +14%
MWP
2108
Meridian Wealth Partners
Pennsylvania
$497K -$280K -1,089 -35%
PRS
2109
Pinkerton Retirement Specialists
Idaho
$497K +$2.31K +9 +0.5%
HIM
2110
Hillsdale Investment Management
Ontario, Canada
$497K +$339K +1,319 +197%
AC
2111
ASB Consultores
Florida
$497K -$130K -507 -20%
TWP
2112
Total Wealth Planning
Ohio
$496K – – –
CA
2113
Calton & Associates
Florida
$496K -$431K -1,679 -46%
BCM
2114
Becker Capital Management
Oregon
$494K +$16.7K +65 +3%
SIG
2115
Stonegate Investment Group
Alabama
$494K -$683K -2,659 -57%
JAIC
2116
Josh Arnold Investment Consultant
Minnesota
$493K +$189K +736 +63%
BWA
2117
Blodgett Wealth Advisors
California
$493K +$77.1K +300 +18%
LFG
2118
Lazard Frères Gestion
France
$492K – – –
CCG
2119
Coastwise Capital Group
California
$490K -$2.83K -11 -0.6%
ACM
2120
Arcataur Capital Management
Wisconsin
$490K -$7.71K -30 -2%
FMTC
2121
Farmers & Merchants Trust Company
California
$490K -$2.06K -8 -0.4%
IBOK
2122
Independence Bank of Kentucky
Kentucky
$489K +$74.5K +290 +17%
EWM
2123
EPG Wealth Management
Georgia
$489K +$23.6K +92 +5%
BCM
2124
Barden Capital Management
Texas
$488K +$18.2K +71 +4%
PP
2125
PDT Partners
New York
$487K +$500K +1,946 New
83 84
85
86 87