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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1001
Compton Capital Management
Rhode Island
$969K +$33.6K +175 +4%
UBG
1002
United Bank (Georgia)
Georgia
$967K -$46.7K -243 -5%
MCC
1003
Malaga Cove Capital
California
$964K -$113K -589 -11%
ACM
1004
Allred Capital Management
Texas
$964K -$34.2K -178 -4%
WAAG
1005
Wealth Alliance Advisory Group
Kansas
$963K -$59K -307 -6%
VCAM
1006
Van Cleef Asset Management
Ohio
$963K – – –
IIM
1007
InTrack Investment Management
Vermont
$963K +$865K +4,500 New
VCA
1008
Verdence Capital Advisors
Maryland
$962K +$105K +546 +14%
IP
1009
Investment Partners
Ohio
$960K -$15.4K -80 -2%
T
1010
TRUADVICE
Florida
$954K +$144K +750 +18%
KM
1011
Kalos Management
Georgia
$951K +$15K +78 +2%
MCM
1012
Maryland Capital Management
Maryland
$948K -$6.15K -32 -0.7%
CHA
1013
Carmichael Hill & Associates
Maryland
$945K +$44.4K +231 +6%
NFSG
1014
Newbridge Financial Services Group
Florida
$944K -$201K -1,045 -19%
WPW
1015
Waldron Private Wealth
Pennsylvania
$944K -$29.8K -155 -3%
PCM
1016
Penserra Capital Management
California
$943K -$15K -78 -2%
SCG
1017
Sonata Capital Group
Washington
$943K – – –
CRWM
1018
Castle Rock Wealth Management
California
$941K +$561K +2,916 +176%
DSC
1019
Duncker Streett & Co
Missouri
$940K -$62.9K -327 -7%
SIAG
1020
Safeguard Investment Advisory Group
California
$940K +$844K +4,391 New
PFGIA
1021
Patriot Financial Group Insurance Agency
Massachusetts
$938K +$43.3K +225 +5%
PTP
1022
Platform Technology Partners
New York
$936K +$63.8K +332 +8%
PAM
1023
Peak Asset Management
Colorado
$935K +$222K +1,154 +36%
ITIM
1024
Indiana Trust & Investment Management
Indiana
$933K -$57.7K -300 -6%
KCM
1025
Kornitzer Capital Management
Kansas
$926K -$76.9K -400 -8%
39 40
41
42 43