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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
3251
Capital Planning
Washington
$3.81M +$266K +1,449 +7%
PBT
3252
Pictet Bank & Trust
Bahamas
$3.8M – – –
CIC
3253
Cornercap Investment Counsel
Georgia
$3.8M -$6.24K -34 -0.2%
TCM
3254
TD Capital Management
Tennessee
$3.79M -$36.3K -198 -0.9%
BCM
3255
Beck Capital Management
Texas
$3.79M +$330K +1,802 +9%
CIA
3256
Caerus Investment Advisors
Texas
$3.79M – – –
HS
3257
Horan Securities
United States
$3.78M -$551K -3,004 -12%
JFG
3258
JDM Financial Group
Texas
$3.78M -$550 -3 -0%
MAG
3259
MRA Advisory Group
New Jersey
$3.76M +$705K +3,845 +21%
BA
3260
Bluesphere Advisors
Pennsylvania
$3.76M +$550 +3 +0%
BWCS
3261
Beirne Wealth Consulting Services
Connecticut
$3.75M – – –
PSIWM
3262
Paradigm Strategies in Wealth Management
Minnesota
$3.74M -$69.3K -378 -2%
MWM
3263
Melfa Wealth Management
Massachusetts
$3.73M -$53.2K -290 -1%
PBK
3264
Peoples Bank (Kansas)
Kansas
$3.73M +$4M +21,805 New
SBF
3265
Sara-Bay Financial
Florida
$3.73M -$329K -1,794 -8%
DR
3266
Davis Rea
Ontario, Canada
$3.72M -$2.24M -12,196 -36%
IPW
3267
IronBridge Private Wealth
Texas
$3.72M +$3.14M +17,114 +370%
CFAM
3268
Center For Asset Management
Florida
$3.72M -$35.8K -195 -0.9%
PHAM
3269
Portland Hill Asset Management
United Kingdom
$3.71M -$695K -3,791 -15%
MLA
3270
MB, Levis & Associates
Pennsylvania
$3.71M -$4.03K -22 -0.1%
CWM
3271
Cherrydale Wealth Management
New Jersey
$3.7M +$53.7K +293 +1%
WAM
3272
Worth Asset Management
Texas
$3.69M -$59.4K -324 -1%
MWM
3273
Massachusetts Wealth Management
Massachusetts
$3.69M -$9.17K -50 -0.2%
MSWM
3274
McGlone Suttner Wealth Management
Wisconsin
$3.69M -$491K -2,678 -11%
ACM
3275
Arcataur Capital Management
Wisconsin
$3.69M -$50.4K -275 -1%
129 130
131
132 133