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Name Holding Trade Value Shares
Change 		Change in
Stake
APM
4226
Advanced Portfolio Management
New York
$3.26M +$11.1K +47 +0.3%
CCM
4227
Cohen Capital Management
California
$3.26M – – –
HFF
4228
Halter Ferguson Financial
Indiana
$3.26M +$77.3K +328 +3%
SCM
4229
Stevens Capital Management
Pennsylvania
$3.25M -$25.5M -108,231 -89%
TF
4230
TLWM Financial
Texas
$3.25M +$73.1K +310 +2%
AAS
4231
AdviceOne Advisory Services
Connecticut
$3.25M +$3.06M +12,975 New
DWM
4232
Dopkins Wealth Management
New York
$3.25M +$556K +2,359 +22%
AWA
4233
AmeriServ Wealth Advisors
Pennsylvania
$3.24M +$3.05M +12,956 New
TA
4234
Townsend & Associates
Colorado
$3.24M -$16.3K -69 -0.5%
PPWM
4235
Perissos Private Wealth Management
Oklahoma
$3.24M -$3.06K -13 -0.1%
SWM
4236
SK Wealth Management
Rhode Island
$3.24M – – –
OWIM
4237
Old West Investment Management
California
$3.23M – – –
BSTWA
4238
Blake Schutter Theil Wealth Advisors
Ohio
$3.23M -$2.74M -11,641 -47%
CWM
4239
CarsonAllaria Wealth Management
Illinois
$3.23M -$91.7K -389 -3%
RB
4240
Renasant Bank
Mississippi
$3.22M -$175K -743 -5%
CS
4241
Capital Square
Tennessee
$3.22M -$17.4K -74 -0.5%
EWM
4242
Evergreen Wealth Management
Michigan
$3.22M -$356K -1,509 -11%
PWM
4243
Power Wealth Management
Georgia
$3.22M -$153K -650 -5%
PS
4244
Portfolio Strategies
New York
$3.22M – – –
WTFG
4245
Wood Tarver Financial Group
Idaho
$3.21M +$3.02M +12,822 New
HIS
4246
Harvest Investment Services
Illinois
$3.21M -$670K -2,845 -18%
DPW
4247
DiNuzzo Private Wealth
Pennsylvania
$3.21M +$24K +102 +0.8%
BFA
4248
Brendel Financial Advisors
New Hampshire
$3.21M +$68.3K +290 +2%
GFG
4249
Greenbush Financial Group
New York
$3.21M +$2.99M +12,691 New
HIA
4250
HTG Investment Advisors
Connecticut
$3.2M -$10.1K -43 -0.3%
168 169
170
171 172