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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
2201
Chas P. Smith & Associates (CPS)
Florida
$1.08M +$7.08K +80 +0.7%
TC
2202
TownSquare Capital
Utah
$1.07M -$1.79M -20,280 -64%
PP
2203
PDS Planning
Ohio
$1.07M +$90.3K +1,020 +10%
DIM
2204
Delta Investment Management
California
$1.07M +$1.02M +11,540 New
MHIC
2205
Marble Harbor Investment Counsel
Massachusetts
$1.06M – – –
SSW
2206
Smith Shellnut Wilson
Mississippi
$1.06M +$1.77K +20 +0.2%
LF
2207
Lantz Financial
Illinois
$1.06M +$3.54K +40 +0.3%
WAAG
2208
Wealth Alliance Advisory Group
Kansas
$1.06M +$204K +2,300 +25%
RI
2209
Ridgewood Investments
New Jersey
$1.06M +$7.08K +80 +0.7%
AI
2210
Accredited Investors
Minnesota
$1.06M +$77.9K +880 +8%
GSC
2211
G&S Capital
Colorado
$1.06M +$623K +7,040 +159%
CIA
2212
Compass Ion Advisors
Pennsylvania
$1.06M +$1.01M +11,440 New
UBV
2213
United Bank (Virginia)
Virginia
$1.05M -$35.4K -400 -3%
AWM
2214
Atticus Wealth Management
Florida
$1.05M +$1.01M +11,360 New
CPC
2215
Consolidated Planning Corp
Georgia
$1.05M +$1.01M +11,360 New
CST
2216
Charles Schwab Trust
Nevada
$1.05M +$182K +2,060 +22%
XF
2217
XML Financial
Maryland
$1.04M +$1M +11,300 New
S
2218
SimplyRich
California
$1.04M – – –
CAM
2219
Concorde Asset Management
Michigan
$1.04M -$58.4K -660 -6%
KM
2220
Kalos Management
Georgia
$1.04M -$93.8K -1,060 -9%
PIM
2221
Penobscot Investment Management
Massachusetts
$1.04M – – –
ETI
2222
Enterprise Trust & Investment
California
$1.03M +$885K +10,000 +833%
CCP
2223
Cardan Capital Partners
Colorado
$1.03M -$189K -2,140 -16%
LFA
2224
Legacy Financial Advisors
Kentucky
$1.03M +$35.4K +400 +4%
JCM
2225
Jacobi Capital Management
Pennsylvania
$1.03M -$558K -6,300 -36%
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89
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