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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1926
Abacus Planning Group
South Carolina
$403K -$14K -415 -3%
FSCM
1927
Front Street Capital Management
Montana
$403K -$62K -1,834 -13%
PWP
1928
Phillips Wealth Planners
Mississippi
$402K -$291K -8,604 -40%
AF
1929
Apexium Financial
Texas
$402K -$10.9K -322 -3%
WC
1930
Weil Company
California
$401K -$231K -6,824 -36%
KP
1931
Keel Point
Alabama
$398K -$56.9K -1,684 -12%
SIA
1932
SkyView Investment Advisors
New Jersey
$397K -$268K -7,925 -39%
LC
1933
LCNB Corp
Ohio
$397K -$24.7K -732 -6%
DS
1934
DRW Securities
Illinois
$396K -$111K -3,282 -21%
SWA
1935
Sax Wealth Advisors
New Jersey
$396K +$22.6K +670 +6%
FPWM
1936
FSB Premier Wealth Management
Iowa
$395K -$16.2K -480 -4%
WTFG
1937
Wells Trecaso Financial Group
Ohio
$395K -$7.8K -231 -2%
BFG
1938
Bouchey Financial Group
New York
$395K -$8.62K -255 -2%
CSI
1939
Cross Staff Investments
New York
$394K -$33.7K -996 -8%
KA
1940
Klingman & Associates
New York
$394K -$7.3K -216 -2%
EWA
1941
Encompass Wealth Advisors
Oregon
$393K -$22.1K -655 -5%
BIAS
1942
Beacon Investment Advisory Services
New Jersey
$393K -$12.7K -376 -3%
LAM
1943
L2 Asset Management
Massachusetts
$392K -$355K -10,511 -97%
CHAM
1944
Clear Harbor Asset Management
Connecticut
$392K – – –
AIM
1945
Alhambra Investment Management
Florida
$392K -$473 -14 -0.1%
CA
1946
Cresta Advisors
Texas
$389K – – –
WP
1947
Westmount Partners
California
$387K -$61.9K -1,832 -13%
WAL
1948
W Advisors LLC
Tennessee
$386K -$106K -3,148 -21%
MYIA
1949
Mount Yale Investment Advisors
Colorado
$385K -$470K -13,923 -54%
SFS
1950
Stiles Financial Services
Minnesota
$385K -$115K -3,412 -22%
76 77
78
79 80