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Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
2451
Palisades Hudson Asset Management
Florida
$2.77M – – –
WR
2452
Watson Rebecca
$2.77M +$2.43M +37,748 New
CAGAS
2453
Capital Advisory Group Advisory Services
Minnesota
$2.77M +$688K +10,688 +40%
GIM
2454
Groesbeck Investment Management
New Jersey
$2.76M -$103K -1,600 -4%
IDBONY
2455
Israel Discount Bank of New York
New York
$2.76M +$42.2K +656 +2%
MPCG
2456
Matrix Private Capital Group
New York
$2.76M +$2.42M +37,544 New
GFPC
2457
Global Financial Private Client
Florida
$2.75M +$2.41M +37,492 New
AP
2458
Americana Partners
Texas
$2.75M +$2.41M +37,444 New
CCM
2459
CWH Capital Management
Washington
$2.75M +$150K +2,336 +7%
BC
2460
Belmont Capital
California
$2.74M +$2.4M +37,372 New
JDR
2461
Jay D. Rosenbaum
$2.74M -$36.5K -568 -1%
SSW
2462
Smith Shellnut Wilson
Mississippi
$2.73M +$5.15K +80 +0.2%
PIN
2463
Prudent Investors Network
California
$2.73M +$2.4M +37,228 New
OEP
2464
Ocean Endowment Partners
Illinois
$2.73M +$2.4M +37,232 New
POIA
2465
Pin Oak Investment Advisors
Texas
$2.73M -$74.9K -1,164 -3%
TP
2466
Tranquility Partners
Tennessee
$2.71M +$641K +9,964 +37%
PW
2467
Price Wealth
Texas
$2.7M +$153K +2,372 +7%
HCIA
2468
Hochman Cole Investment Advisors
Illinois
$2.69M -$438K -6,804 -16%
PP
2469
PrairieView Partners
Minnesota
$2.68M -$54.8K -852 -2%
ECA
2470
Elevated Capital Advisors
Utah
$2.67M +$2.34M +36,428 New
LDFR
2471
Lehman & Derafelo Financial Resources
Pennsylvania
$2.67M +$56.6K +880 +2%
FPFS
2472
First Personal Financial Services
North Carolina
$2.67M -$348K -5,416 -13%
ADBIC
2473
A.D. Beadell Investment Counsel
Wisconsin
$2.66M +$11.8K +184 +0.5%
CWM
2474
Connecticut Wealth Management
Connecticut
$2.65M +$66.6K +1,036 +3%
APW
2475
Austin Private Wealth
Texas
$2.65M +$2.33M +36,156 New
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