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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1001
Harbor Advisors
Florida
$949K – – –
CT
1002
Cambridge Trust
Massachusetts
$946K -$117K -1,174 -11%
WPC
1003
Wedmont Private Capital
Pennsylvania
$942K +$214K +2,141 +30%
BFO
1004
Boston Family Office
Massachusetts
$940K – – –
RCM
1005
Raleigh Capital Management
North Carolina
$936K +$55.3K +554 +6%
IWM
1006
IHT Wealth Management
Illinois
$933K +$208K +2,083 +30%
WSTAM
1007
Wilbanks Smith & Thomas Asset Management
Virginia
$931K -$3.29K -33 -0.4%
CA
1008
Cullinan Associates
Kentucky
$931K – – –
EWM
1009
EPG Wealth Management
Georgia
$931K +$63.4K +636 +8%
SCI
1010
Stableford Capital II
Arizona
$927K -$145K -1,457 -16%
SSG
1011
Summit Securities Group
New York
$924K -$15.3M -153,570 -94%
AIM
1012
Anchor Investment Management
South Carolina
$922K +$78.9K +791 +10%
AAS
1013
Ameritas Advisory Services
Nebraska
$922K +$19.5K +195 +2%
GCAC
1014
Guardian Capital Advisors (Canada)
Ontario, Canada
$919K – – –
BOPW
1015
Brandywine Oak Private Wealth
Pennsylvania
$918K +$2.19K +22 +0.2%
AA
1016
Advisory Alpha
Michigan
$916K -$12K -120 -1%
STCOSD
1017
Sageworth Trust Company of South Dakota
South Dakota
$915K -$226K -2,263 -20%
KFS
1018
Kurt F. Somerville
$913K – – –
UIA
1019
UBP Investment Advisors
Switzerland
$910K – – –
JSL
1020
JT Stratford LLC
Georgia
$908K -$62.3K -625 -7%
PK
1021
Pflug Koory
Nebraska
$903K -$103K -1,029 -10%
PP
1022
PDS Planning
Ohio
$901K -$18.4K -184 -2%
AWM
1023
Adams Wealth Management
Utah
$898K +$89K +892 +11%
WFC
1024
Western Financial Corp
California
$897K +$76.3K +765 +10%
MLM
1025
Mount Lucas Management
Pennsylvania
$896K -$2.79K -28 -0.3%
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