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Name Holding Trade Value Shares
Change 		Change in
Stake
ORG
1751
Optimist Retirement Group
Washington
$632K +$593K +16,754 New
BWL
1752
Bogart Wealth LLC
Virginia
$629K -$12.2K -345 -2%
MCA
1753
Millennium Capital Advisors
Arkansas
$626K -$63.9K -1,805 -10%
PCM
1754
Perkins Capital Management
Minnesota
$626K +$53.1K +1,500 +10%
SWMP
1755
Signature Wealth Management Partners
New Jersey
$625K +$5.2K +147 +0.9%
WFC
1756
Western Financial Corp
California
$624K +$9.59K +271 +2%
AIA
1757
Angeles Investment Advisors
California
$624K +$13.7K +387 +2%
HNWAG
1758
High Net Worth Advisory Group
Florida
$624K -$267K -7,560 -31%
NERM
1759
New England Research & Management
Illinois
$623K -$15K -425 -3%
PRI
1760
Prepared Retirement Institute
Pennsylvania
$621K +$583K +16,474 New
SAM
1761
Summit Asset Management
Tennessee
$621K +$1.95K +55 +0.3%
SBF
1762
Sara-Bay Financial
Florida
$621K -$9.55K -270 -2%
CRWM
1763
Castle Rock Wealth Management
California
$620K +$155K +4,383 +40%
BWP
1764
BSW Wealth Partners
Colorado
$619K +$31.1K +879 +6%
AWAP
1765
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$619K -$162K -4,572 -22%
CS
1766
Capital Square
Tennessee
$616K -$73.7K -2,083 -11%
SWP
1767
Strategic Wealth Partners
Ohio
$615K -$46.6K -1,316 -7%
TFA
1768
Transamerica Financial Advisors
Florida
$614K -$193K -5,441 -25%
GJIA
1769
Glass Jacobson Investment Advisors
Maryland
$614K -$8.28K -234 -1%
OHWA
1770
Oak Hill Wealth Advisors
Virginia
$614K +$1.52K +43 +0.3%
LIA
1771
LS Investment Advisors
Michigan
$613K +$135K +3,805 +31%
MI
1772
Motiv8 Investments
Florida
$607K +$570K +16,113 New
WOC
1773
West Oak Capital
California
$606K -$94.8K -2,678 -15%
FFB
1774
First Financial Bankshares
Texas
$606K +$568K +16,061 New
HR
1775
Howe & Rusling
New York
$604K -$84.8K -2,396 -13%
69 70
71
72 73