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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1801
Gables Capital Management
Florida
$5.1M +$684K +4,340 +15%
PA
1802
PFG Advisors
Arizona
$5.08M +$552K +3,500 +12%
RCG
1803
Rock Creek Group
District of Columbia
$5.08M +$1.35M +8,580 +36%
NFSG
1804
Newbridge Financial Services Group
Florida
$5.08M +$5.09M +32,260 New
SWM
1805
Sculati Wealth Management
Michigan
$5.07M +$15.8K +100 +0.3%
GIM
1806
Goelzer Investment Management
Indiana
$5.07M -$97.7K -620 -2%
NWP
1807
Northstar Wealth Partners
Connecticut
$5.06M -$1.98M -12,560 -28%
FC
1808
FORA Capital
Florida
$5.06M +$315K +2,000 +7%
PTP
1809
Platform Technology Partners
New York
$5.05M +$366K +2,320 +8%
MWA
1810
Meridian Wealth Advisors
Texas
$5.05M -$47.3K -300 -0.9%
UM
1811
Ulysses Management
New York
$5.04M +$1.58M +10,000 +45%
BIM
1812
Baldwin Investment Management
Pennsylvania
$5.02M +$28.4K +180 +0.6%
PCS
1813
Personal CFO Solutions
New Jersey
$5M +$129K +820 +3%
VCA
1814
Verdence Capital Advisors
Maryland
$4.99M +$224K +1,420 +5%
MMM
1815
Mendel Money Management
Illinois
$4.98M +$9.46K +60 +0.2%
CWAG
1816
Compton Wealth Advisory Group
Virginia
$4.98M +$78.8K +500 +2%
SWA
1817
Stratos Wealth Advisors
Ohio
$4.98M +$110K +700 +2%
WP
1818
WealthSource Partners
California
$4.97M -$366K -2,320 -7%
GA
1819
GFS Advisors
Texas
$4.96M -$284K -1,800 -5%
SI
1820
Shaker Investments
Ohio
$4.96M -$104K -660 -2%
EM
1821
ELCO Management
New York
$4.96M -$312K -1,980 -6%
SAM
1822
SP Asset Management
California
$4.95M +$12.6K +80 +0.3%
6M
1823
6 Meridian
Kansas
$4.94M +$1.94M +12,280 +64%
GPFA
1824
Game Plan Financial Advisors
Ohio
$4.93M -$486K -3,080 -9%
CBN
1825
Cadence Bank NA
Texas
$4.92M -$224K -1,420 -4%
71 72
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