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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2201
Aurora Investment Managers
Florida
$10.7M -$97.7K -581 -0.9%
PI
2202
Parkside Investments
Illinois
$10.7M -$763K -4,539 -7%
PCG
2203
Private Capital Group
Connecticut
$10.7M -$33K -196 -0.3%
BFG
2204
Beacon Financial Group
Texas
$10.7M +$72K +428 +0.7%
HGERS
2205
Householder Group Estate & Retirement Specialist
Arizona
$10.7M +$98K +583 +1%
HPWM
2206
Highland Private Wealth Management
Washington
$10.7M +$147K +873 +1%
APW
2207
Austin Private Wealth
Texas
$10.7M +$406K +2,414 +4%
1C
2208
1623 Capital
Virginia
$10.7M – – –
SAM
2209
Socorro Asset Management
Texas
$10.7M +$118K +701 +1%
P
2210
&Partners
Tennessee
$10.6M +$123K +734 +1%
DAM
2211
Delta Asset Management
Tennessee
$10.6M +$741K +4,406 +8%
BAM
2212
Baldrige Asset Management
Pennsylvania
$10.6M -$206K -1,223 -2%
MWAM
2213
Manhattan West Asset Management
California
$10.6M +$1.36M +8,073 +15%
CA
2214
Capital Advantage
California
$10.6M -$35.3K -210 -0.3%
PPP
2215
Private Portfolio Partners
New Jersey
$10.6M -$184K -1,095 -2%
MIC
2216
Meridian Investment Counsel
California
$10.6M -$183K -1,086 -2%
LI
2217
Lafayette Investments
Maryland
$10.6M -$45.9K -273 -0.4%
CCA
2218
Clearwater Capital Advisors
Illinois
$10.6M -$4.2K -25 -0%
WMP
2219
Wealth Management Partners
Arizona
$10.6M – – –
MA
2220
Menlo Advisors
California
$10.6M – – –
MAM
2221
McLean Asset Management
Virginia
$10.6M -$1.18M -7,041 -10%
IAS
2222
Investment Advisory Services
Texas
$10.5M +$257K +1,527 +3%
TWM
2223
Tanager Wealth Management
United Kingdom
$10.5M +$31.4K +187 +0.3%
WPC
2224
White Pine Capital
Minnesota
$10.5M -$1.1M -6,569 -10%
CBA
2225
Coastal Bridge Advisors
Connecticut
$10.5M +$176K +1,048 +2%
87 88
89
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