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Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
1926
Altus Wealth Group
Colorado
$573K – – –
WFC
1927
Western Financial Corp
California
$573K +$8.28K +186 +1%
DI
1928
DFPG Investments
Utah
$570K +$198K +4,440 +38%
WA
1929
Waverly Advisors
Alabama
$570K +$222K +4,975 +50%
GCC
1930
Game Creek Capital
Massachusetts
$570K +$278K +6,250 +71%
CBFP
1931
Cedar Brook Financial Partners
Ohio
$569K -$13.9K -311 -2%
AIA
1932
Alera Investment Advisors
Illinois
$569K -$71.8K -1,612 -10%
DAC
1933
Dividend Assets Capital
South Carolina
$568K +$12.8K +288 +2%
TF
1934
Trek Financial
Arizona
$567K -$170K -3,807 -20%
CFFP
1935
Center for Financial Planning
Michigan
$567K +$37.8K +848 +6%
RTS
1936
Round Table Services
New Jersey
$566K +$36.4K +817 +6%
SAS
1937
Stelac Advisory Services
New York
$565K – – –
AGA
1938
Accuvest Global Advisors
Utah
$564K +$164K +3,689 +33%
AP
1939
Advisors Preferred
Maryland
$563K +$73.2K +1,644 +13%
ACP
1940
Aveo Capital Partners
Colorado
$562K +$12.8K +288 +2%
HBW
1941
Hazlett, Burt & Watson
West Virginia
$562K +$121K +2,715 +22%
MTWM
1942
Masso Torrence Wealth Management
New Jersey
$559K +$134K +3,012 +26%
CA
1943
Cambridge Advisors
Nebraska
$556K -$7.08K -159 -1%
9WM
1944
9258 Wealth Management
Ohio
$555K +$7.26K +163 +1%
MA
1945
Mezzasalma Advisors
New Jersey
$553K -$10.1K -227 -2%
SAM
1946
S.A. Mason
Michigan
$551K +$3.79K +85 +0.6%
PWM
1947
PBMares Wealth Management
Virginia
$550K -$37.7K -846 -6%
MA
1948
MJP Associates
Connecticut
$546K +$36.9K +828 +6%
HWA
1949
Heartwood Wealth Advisors
Virginia
$545K +$107K +2,392 +20%
CMI
1950
Clare Market Investments
Texas
$544K +$40.5K +909 +7%
76 77
78
79 80