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Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1926
Mount Yale Investment Advisors
Colorado
$4.91M -$231K -1,460 -4%
SI
1927
Shaker Investments
Ohio
$4.9M +$6.34K +40 +0.1%
MMM
1928
Mendel Money Management
Illinois
$4.9M +$25.4K +160 +0.5%
TWM
1929
Tradition Wealth Management
Minnesota
$4.9M -$146K -920 -3%
GIM
1930
Grassi Investment Management
California
$4.89M +$159K +1,000 +3%
CGA
1931
Crescent Grove Advisors
Illinois
$4.88M +$571K +3,600 +13%
CBB
1932
Citizens Business Bank
California
$4.88M +$19K +120 +0.4%
TC
1933
Trust Company
Kansas
$4.86M +$244K +1,540 +5%
FNBOMD
1934
First National Bank of Mount Dora
Florida
$4.85M +$1.41M +8,880 +40%
BWM
1935
BerganKDV Wealth Management
Minnesota
$4.84M +$38K +240 +0.8%
CWAG
1936
Compton Wealth Advisory Group
Virginia
$4.84M +$149K +940 +3%
CC
1937
Claybrook Capital
Massachusetts
$4.84M +$371K +2,340 +8%
PFWA
1938
Paces Ferry Wealth Advisors
Georgia
$4.83M -$19K -120 -0.4%
LC
1939
Lindbrook Capital
California
$4.82M +$159K +1,000 +3%
NME
1940
Notis-McConarty Edward
$4.82M +$181K +1,140 +4%
RM
1941
Resource Management
Louisiana
$4.81M +$19K +120 +0.4%
OC
1942
Oakworth Capital
Alabama
$4.79M -$34.9K -220 -0.7%
KTM
1943
Keeler Thomas Management
Utah
$4.78M +$4.89M +30,860 New
DA
1944
Dash Acquisitions
California
$4.77M +$4.05M +25,580 +484%
FFS
1945
Founders Financial Securities
Maryland
$4.76M +$850K +5,360 +21%
PAMG
1946
Patton Albertson Miller Group
Tennessee
$4.73M -$209K -1,320 -4%
I
1947
INVST
Indiana
$4.73M +$355K +2,240 +9%
OPWM
1948
Oxinas Partners Wealth Management
Indiana
$4.71M -$2.85M -17,960 -37%
PCM
1949
Prelude Capital Management
New York
$4.71M -$212M -1,336,720 -98%
BCM
1950
Brooktree Capital Management
Michigan
$4.68M -$663K -4,180 -12%
76 77
78
79 80