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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1926
MGB Wealth Management
Texas
$579K -$250K -6,158 -30%
BGAI
1927
Bruce G. Allen Investments
Colorado
$578K +$26.2K +645 +5%
SJIM
1928
St. Johns Investment Management
Florida
$578K +$12.2K +301 +2%
CST
1929
Charles Schwab Trust
Nevada
$577K -$1.5K -37 -0.3%
GCP
1930
GSA Capital Partners
United Kingdom
$577K -$608 -15 -0.1%
OC
1931
Opinicus Capital
Florida
$576K -$696K -17,153 -55%
KF
1932
Krilogy Financial
Missouri
$576K -$46.1K -1,137 -7%
FPL
1933
Fortress Private Ledger
North Carolina
$575K +$6.13K +151 +1%
SOAM
1934
SBI Okasan Asset Management
Japan
$575K +$576K +14,200 New
SMA
1935
Seven Mile Advisory
New Jersey
$574K -$54.5K -1,343 -9%
PJSIMP
1936
P.J. Schmidt Investment Management (PJS)
Wisconsin
$574K +$23.2K +572 +4%
FCA
1937
Fortis Capital Advisors
Kansas
$573K +$36.2K +892 +7%
HFRG
1938
Houlihan Financial Resource Group
Virginia
$571K +$263K +6,473 +91%
EFG
1939
Everhart Financial Group
Ohio
$570K -$283K -6,974 -33%
MIA
1940
MeadowBrook Investment Advisors
Michigan
$569K +$24.7K +610 +5%
SI
1941
Seeds Investor
New York
$566K +$51.8K +1,276 +10%
SFWA
1942
Summit Financial Wealth Advisors
Louisiana
$565K +$163K +4,024 +41%
CWP
1943
CFM Wealth Partners
Texas
$564K -$76.4K -1,883 -12%
HWM
1944
Horizon Wealth Management
Illinois
$564K +$4.06K +100 +0.7%
IA
1945
Invested Advisors
Pennsylvania
$564K +$22.6K +558 +4%
HVIA
1946
Hudson Valley Investment Advisors
New York
$563K -$344K -8,479 -38%
TCA
1947
Transcend Capital Advisors
New Jersey
$563K -$1.14M -28,120 -67%
PL
1948
Plancorp LLC
Missouri
$560K -$103K -2,540 -16%
FWA
1949
FSM Wealth Advisors
Ohio
$560K -$134K -3,295 -19%
MWM
1950
Mosley Wealth Management
California
$559K +$549K +13,538 New
76 77
78
79 80