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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1151
Princeton Capital Management
New Jersey
$364K +$13.5K +80 +4%
EWA
1152
EP Wealth Advisors
California
$362K -$38.3K -228 -10%
KP
1153
Keel Point
Alabama
$362K – – –
SCM
1154
SOL Capital Management
Maryland
$360K +$42K +250 +14%
IA
1155
IFG Advisory
Georgia
$359K +$332K +1,973 New
EHC
1156
Everett Harris & Co
California
$356K +$21.9K +130 +7%
QCMA
1157
Quad Capital Management Advisors
New York
$354K +$326K +1,941 New
PAS
1158
Partnervest Advisory Services
California
$351K -$176K -1,048 -35%
BWL
1159
Bogart Wealth LLC
Virginia
$350K +$65.4K +389 +25%
HH
1160
Hilltop Holdings
Texas
$348K -$12.1K -72 -4%
FCA
1161
FLC Capital Advisors
California
$348K +$18.7K +111 +6%
FHA
1162
First Horizon Advisors
Tennessee
$347K -$99.7K -593 -24%
EWA
1163
Exencial Wealth Advisors
Oklahoma
$347K – – –
CWA
1164
Cypress Wealth Advisors
California
$341K – – –
OIA
1165
Optimum Investment Advisors
Illinois
$340K +$58.9K +350 +23%
RA
1166
RFG Advisory
Alabama
$339K +$34.6K +206 +12%
SSWM
1167
Sheets Smith Wealth Management
North Carolina
$338K +$312K +1,854 New
HKAM
1168
Horizon Kinetics Asset Management
New York
$336K +$310K +1,844 New
PWPS
1169
Pinnacle Wealth Planning Services
Ohio
$335K +$308K +1,833 New
BW
1170
Biegel & Waller
Maryland
$335K +$309K +1,836 New
WP
1171
WMS Partners
Maryland
$333K +$307K +1,823 New
BCM
1172
Barometer Capital Management
Ontario, Canada
$328K +$303K +1,800 New
BPWA
1173
Beacon Pointe Wealth Advisors
California
$327K +$49.1K +292 +19%
DI
1174
Diligent Investors
California
$325K +$16.3K +97 +6%
BCA
1175
Biltmore Capital Advisors
New Jersey
$319K +$294K +1,751 New
45 46
47
48 49