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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1151
Destination Wealth Management
California
$817K +$51.6K +475 +6%
NAMP
1152
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$816K – – –
CPA
1153
Cardiff Park Advisors
California
$816K +$210K +1,935 +32%
GCP
1154
Garda Capital Partners
Minnesota
$814K +$860K +7,920 New
VCA
1155
Verdence Capital Advisors
Maryland
$811K +$289K +2,660 +51%
AWM
1156
Avior Wealth Management
Nebraska
$808K +$37.3K +344 +5%
SIA
1157
Sage Investment Advisers
New York
$807K +$54.3K +500 +7%
CRWM
1158
Castle Rock Wealth Management
California
$806K +$35.9K +331 +5%
ST
1159
Smithfield Trust
Pennsylvania
$804K +$148K +1,363 +21%
VWA
1160
V Wealth Advisors
Kansas
$803K -$867K -7,988 -51%
RAM
1161
Readystate Asset Management
Illinois
$801K +$845K +7,786 New
AA
1162
Ancora Advisors
Ohio
$795K -$195K -1,798 -19%
HCM
1163
Hilton Capital Management
New York
$793K – – –
HPIA
1164
Hamilton Point Investment Advisors
North Carolina
$788K – – –
NW
1165
Naviter Wealth
Arkansas
$785K +$27.7K +255 +3%
SC
1166
Saltoro Capital
Texas
$781K +$825K +7,600 New
VWA
1167
Visionary Wealth Advisors
Illinois
$780K +$215K +1,985 +35%
AWC
1168
Abundance Wealth Counselors
Pennsylvania
$776K +$819K +7,544 New
FUBT
1169
First United Bank & Trust
Maryland
$776K +$82.6K +761 +11%
SCM
1170
Stonebridge Capital Management
California
$774K – – –
EPA
1171
Element Pointe Advisors
Florida
$773K +$18.9K +174 +2%
ARG
1172
Advisory Resource Group
Oklahoma
$772K +$155K +1,425 +23%
LBWM
1173
Left Brain Wealth Management
Illinois
$771K +$9.77K +90 +1%
PWMAG
1174
Pinnacle Wealth Management Advisory Group
New Jersey
$771K -$28.3K -261 -3%
PFGIA
1175
Patriot Financial Group Insurance Agency
Massachusetts
$768K +$13.9K +128 +2%
45 46
47
48 49