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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2051
WealthTrust-Arizona
Arizona
$1.43M -$28.1K -852 -2%
WP
2052
WealthPLAN Partners
Nebraska
$1.42M +$1.3M +39,396 New
LYV
2053
Live Your Vision
Pennsylvania
$1.42M -$340K -10,312 -21%
CIC
2054
Cornercap Investment Counsel
Georgia
$1.4M -$4.07M -123,468 -76%
WCM
2055
Windsor Capital Management
Arizona
$1.4M +$312K +9,488 +32%
PWMAG
2056
Pinnacle Wealth Management Advisory Group
New Jersey
$1.39M -$102K -3,100 -7%
KFA
2057
Kays Financial Advisory
Georgia
$1.39M -$103K -3,124 -7%
TFF
2058
The Family Firm
Maryland
$1.38M -$8.96K -272 -0.7%
RTS
2059
Round Table Services
New Jersey
$1.38M +$43.9K +1,332 +4%
HHGA
2060
Halbert Hargrove Global Advisors
California
$1.36M -$68.5K -2,080 -5%
NBC
2061
Neuberger Berman Canada
Ontario, Canada
$1.36M -$150K -4,540 -11%
SG
2062
StoneX Group
New York
$1.36M -$4.61K -140 -0.3%
FVCM
2063
F&V Capital Management
Florida
$1.35M -$6.59K -200 -0.5%
DWM
2064
Darwin Wealth Management
Florida
$1.35M +$30.6K +928 +3%
CT
2065
Clearstead Trust
Maine
$1.35M +$418K +12,680 +51%
PCMM
2066
Private Capital Management (Minnesota)
Minnesota
$1.34M -$547K -16,600 -31%
PCFFS
2067
Pacific Center for Financial Services
California
$1.34M -$17K -516 -1%
OCM
2068
Osterweis Capital Management
California
$1.34M -$4.74K -144 -0.4%
IWA
2069
Intercontinental Wealth Advisors
Texas
$1.34M +$32.5K +988 +3%
TFCP
2070
Twin Focus Capital Partners
Massachusetts
$1.33M -$597K -18,116 -33%
AR
2071
Advisory Research
Illinois
$1.33M -$271K -8,236 -18%
SSA
2072
Schonfeld Strategic Advisors
New York
$1.33M +$1.22M +36,992 New
BWA
2073
Burt Wealth Advisors
Maryland
$1.33M -$36.1K -1,096 -3%
LFR
2074
Lehman Financial Resources
Pennsylvania
$1.32M -$38.7K -1,176 -3%
OWP
2075
Obermeyer Wealth Partners
Colorado
$1.32M +$134K +4,056 +12%
81 82
83
84 85