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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1101
SOA Wealth Advisors
New York
$963K +$5.8K +24 +0.6%
HWM
1102
Hohimer Wealth Management
Washington
$962K +$103K +425 +12%
NL
1103
NVWM LLC
Pennsylvania
$961K +$967 +4 +0.1%
XF
1104
XML Financial
Maryland
$961K +$20.8K +86 +2%
SACTSONJ
1105
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$958K – – –
BCM
1106
Brasada Capital Management
Texas
$958K +$60.4K +250 +7%
LWM
1107
Loveless Wealth Management
Montana
$957K -$18.1K -75 -2%
CPSC
1108
Carl P. Sherr & Co
Massachusetts
$954K -$82.2K -340 -8%
CCM
1109
Cribstone Capital Management
Maine
$954K +$24.7K +102 +3%
HR
1110
Hayden Royal
North Carolina
$947K +$9.19K +38 +1%
BFM
1111
Boothbay Fund Management
New York
$944K +$602K +2,489 +172%
PWM
1112
Perigon Wealth Management
California
$941K +$161K +664 +20%
VFM
1113
Vivid Financial Management
California
$938K +$947K +3,915 New
KWM
1114
Keebeck Wealth Management
Illinois
$935K +$625K +2,585 +196%
PWMAG
1115
Pinnacle Wealth Management Advisory Group
New Jersey
$934K +$484K +2,000 +105%
ITIM
1116
Indiana Trust & Investment Management
Indiana
$933K +$26.6K +110 +3%
BRA
1117
Bender Robert & Associates
California
$932K +$3.63K +15 +0.4%
SXL
1118
Summit X LLC
Missouri
$931K +$10.2K +42 +1%
BWM
1119
BerganKDV Wealth Management
Minnesota
$930K – – –
MMPW
1120
Mitchell McLeod Pugh & Williams
Alabama
$929K +$52.7K +218 +6%
BTW
1121
Boston Trust Walden
Massachusetts
$927K – – –
WIA
1122
Westbourne Investment Advisors
Maryland
$926K -$77.1K -319 -8%
MA
1123
MONECO Advisors
Connecticut
$915K +$45.9K +190 +5%
ACM
1124
Advisors Capital Management
New Jersey
$912K +$67.5K +279 +8%
TWA
1125
TCI Wealth Advisors
Arizona
$912K +$217K +899 +31%
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