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Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1026
Parisi Gray Wealth Management
New Jersey
$961K +$24.1K +116 +3%
PAM
1027
Peak Asset Management
Colorado
$960K -$3.32K -16 -0.4%
WIM
1028
WealthPlan Investment Management
Nebraska
$960K -$893K -4,299 -49%
MMPW
1029
Mitchell McLeod Pugh & Williams
Alabama
$959K -$98.7K -475 -10%
BA
1030
Bristlecone Advisors
Washington
$957K -$335K -1,610 -26%
WP
1031
WealthPLAN Partners
Nebraska
$957K -$896K -4,313 -49%
LFM
1032
Lumina Fund Management
New York
$956K – – –
RMSCM
1033
R.M. Sincerbeaux Capital Management
New York
$956K – – –
GCM
1034
Gables Capital Management
Florida
$954K – – –
PVI
1035
Pine Valley Investments
New Jersey
$951K +$1.07M +5,145 New
PWAM
1036
Pinnacle West Asset Management
Wyoming
$944K +$924K +4,445 New
CHA
1037
Carmichael Hill & Associates
Maryland
$938K -$44.9K -216 -5%
CAC
1038
Certified Advisory Corp
Florida
$934K -$27K -130 -3%
LWM
1039
Laidlaw Wealth Management
New York
$932K +$23.5K +113 +3%
MAM
1040
Mastrapasqua Asset Management
Tennessee
$930K +$909K +4,377 New
AA
1041
Argent Advisors
Louisiana
$928K +$10.6K +51 +1%
EAM
1042
Evanson Asset Management
California
$928K +$20.8K +100 +2%
CC
1043
Chicago Capital
Illinois
$928K +$5.19K +25 +0.6%
FC
1044
Fusion Capital
South Carolina
$926K -$1.25K -6 -0.1%
TFO
1045
Tarbox Family Office
California
$925K -$493K -2,373 -35%
FAG
1046
Fortitude Advisory Group
Washington
$925K +$31.2K +150 +4%
PHIC
1047
Pine Haven Investment Counsel
Massachusetts
$923K -$6.03K -29 -0.7%
KIA
1048
Kraematon Investment Advisors
Massachusetts
$919K -$18.7K -90 -2%
WSFS
1049
Wilmington Savings Fund Society
Delaware
$916K -$57.6K -277 -6%
IWA
1050
IVC Wealth Advisors
Pennsylvania
$912K -$46.7K -225 -5%
40 41
42
43 44