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Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1201
ELCO Management
New York
$923K +$53.4K +240 +6%
GWM
1202
GK Wealth Management
Nevada
$920K +$946K +4,251 New
4A
1203
4Wealth Advisors
Illinois
$919K +$16.2K +73 +2%
PAM
1204
Panagora Asset Management
Massachusetts
$916K – – –
WQ
1205
Wealth Quarterback
New Jersey
$912K +$189K +849 +25%
FWM
1206
Focused Wealth Management
New York
$910K +$83.7K +376 +10%
WWA
1207
Wisconsin Wealth Advisors
Wisconsin
$909K +$11.6K +52 +1%
BCM
1208
Brasada Capital Management
Texas
$906K +$141K +633 +18%
FFG
1209
Floyd Financial Group
Missouri
$906K -$11.3K -51 -1%
ML
1210
McAdam LLC
Pennsylvania
$901K -$38.7K -174 -4%
KIA
1211
Koenig Investment Advisory
Oregon
$900K -$46.3K -208 -5%
CFS
1212
CRA Financial Services
New Jersey
$899K +$9.12K +41 +1%
BWAM
1213
Boyd Watterson Asset Management
Ohio
$899K – – –
FFP
1214
FourThought Financial Partners
Florida
$894K +$17.1K +77 +2%
PMG
1215
Private Management Group
California
$893K +$17.8K +80 +2%
IIC
1216
Integrated Investment Consultants
Michigan
$893K -$9.34K -42 -1%
SWA
1217
SFMG Wealth Advisors
Texas
$893K -$18K -81 -2%
BCM
1218
Becker Capital Management
Oregon
$892K -$53.8K -242 -6%
AA
1219
Ancora Advisors
Ohio
$890K -$78.5K -353 -8%
BBA
1220
BLB&B Advisors
Pennsylvania
$890K -$31.6K -142 -3%
SCM
1221
Stonebridge Capital Management
California
$888K – – –
KIA
1222
Kraematon Investment Advisors
Massachusetts
$886K -$22.2K -100 -2%
BCM
1223
Boltwood Capital Management
California
$886K +$22K +99 +2%
FMWA
1224
Forvis Mazars Wealth Advisors
Missouri
$885K +$196K +879 +27%
DWM
1225
Destination Wealth Management
California
$885K +$57.2K +257 +7%
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