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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1251
Shelton Wealth Management
Texas
$484K +$19.2K +161 +4%
TF
1252
Trek Financial
Arizona
$484K +$124K +1,040 +31%
FCA
1253
FinTrust Capital Advisors
South Carolina
$484K +$128K +1,074 +32%
PAA
1254
Peregrine Asset Advisers
Oregon
$483K -$229K -1,922 -29%
CM
1255
Capula Management
Cayman Islands
$483K +$528K +4,420 New
RWA
1256
Redhawk Wealth Advisors
Minnesota
$479K -$55.9K -468 -10%
VA
1257
Valmark Advisers
Ohio
$478K +$247K +2,072 +90%
WSFS
1258
Wilmington Savings Fund Society
Delaware
$477K +$167K +1,395 +47%
AA
1259
Ancora Advisors
Ohio
$473K +$62.9K +527 +14%
AC
1260
Addison Capital
Pennsylvania
$471K +$515K +4,311 New
CDH
1261
Charles D. Hyman
$469K +$179K +1,500 +54%
KPW
1262
Kore Private Wealth
New York
$467K +$144K +1,210 +40%
CA
1263
Continuum Advisory
Idaho
$466K +$13.5K +113 +2%
BIM
1264
Baldwin Investment Management
Pennsylvania
$461K +$504K +4,219 New
MHS
1265
M Holdings Securities
Oregon
$460K +$502K +4,209 New
PFP
1266
Paragon Financial Partners
California
$459K – – –
KP
1267
Keel Point
Alabama
$458K +$114K +953 +29%
PCA
1268
Pallas Capital Advisors
Massachusetts
$457K +$241K +2,022 +70%
APC
1269
Aspire Private Capital
North Carolina
$457K +$487K +4,078 +4,078%
CIP
1270
Convergence Investment Partners
Florida
$456K +$241K +2,022 +94%
WMA
1271
Wealth Management Associates
New Jersey
$455K +$497K +4,165 New
PCP
1272
Proficio Capital Partners
Massachusetts
$455K -$8.48K -71 -2%
RPWA
1273
Regent Peak Wealth Advisors
Georgia
$454K +$92.2K +772 +23%
PWP
1274
Perfromance Wealth Partners
Illinois
$453K +$495K +4,146 New
DU
1275
Delphia (USA)
Ontario, Canada
$448K -$15K -126 -3%
49 50
51
52 53