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Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
1751
First PREMIER Bank
South Dakota
$686K -$120K -2,966 -15%
BWP
1752
BSW Wealth Partners
Colorado
$686K -$3.47K -86 -0.5%
DCM
1753
DGS Capital Management
New Jersey
$684K +$193K +4,797 +42%
CGL
1754
Clarius Group LLC
Washington
$682K -$80.9K -2,006 -11%
WAG
1755
Wallace Advisory Group
California
$681K -$21K -520 -3%
AWA
1756
Aaron Wealth Advisors
Illinois
$681K -$268K -6,638 -29%
MYIA
1757
Mount Yale Investment Advisors
Colorado
$680K +$237K +5,884 +57%
WQ
1758
Wealth Quarterback
New Jersey
$680K -$36.7K -909 -5%
RS
1759
Rakuten Securities
Japan
$679K -$169K -4,178 -21%
HNWAG
1760
High Net Worth Advisory Group
Florida
$678K -$16.1K -400 -2%
CFFP
1761
Center for Financial Planning
Michigan
$677K +$43.4K +1,075 +7%
NAS
1762
Nicolet Advisory Services
Wisconsin
$677K +$128K +3,165 +24%
BWL
1763
Bogart Wealth LLC
Virginia
$675K -$24.1K -597 -4%
CAMV
1764
Concord Asset Management (Virginia)
Virginia
$675K +$135K +3,341 +26%
LWM
1765
Laidlaw Wealth Management
New York
$674K -$576K -14,290 -47%
SFC
1766
Strategic Financial Concepts
Texas
$674K -$72.4K -1,795 -10%
BCM
1767
Bluefin Capital Management
New York
$673K +$208K +5,148 +47%
EFH
1768
Eaton Financial Holdings
Florida
$672K +$9.2K +228 +1%
WOC
1769
West Oak Capital
California
$672K +$11.9K +295 +2%
GS
1770
GTS Securities
Florida
$671K -$12.2M -301,901 -95%
SQA
1771
Simon Quick Advisors
New Jersey
$670K +$109K +2,711 +20%
MA
1772
MBA Advisors
Pennsylvania
$670K +$47.3K +1,172 +8%
SI
1773
Saxon Interests
Texas
$669K +$55.3K +1,370 +9%
CCP
1774
Cassia Capital Partners
North Carolina
$668K +$140K +3,462 +28%
ADMI
1775
Albert D. Mason Inc
Massachusetts
$666K +$50.2K +1,244 +9%
69 70
71
72 73