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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1076
Montchanin Asset Management
Delaware
$724K +$831K +8,065 New
MWM
1077
Marion Wealth Management
Pennsylvania
$723K +$830K +8,055 New
MCM
1078
Marathon Capital Management
Maryland
$722K +$828K +8,036 New
SW
1079
SteelPeak Wealth
California
$721K -$1.57M -15,230 -66%
ESCM
1080
Echo Street Capital Management
New York
$720K -$1.11M -10,818 -57%
KTC
1081
Kistler-Tiffany Companies
Pennsylvania
$720K – – –
WFC
1082
Western Financial Corp
California
$719K +$45.2K +439 +6%
CST
1083
Charles Schwab Trust
Nevada
$713K – – –
AWM
1084
Adams Wealth Management
Utah
$708K +$87.2K +846 +12%
JAFL
1085
Jay A. Fishman Ltd
Michigan
$707K -$51.5K -500 -6%
SPFA
1086
Summit Place Financial Advisors
New Jersey
$707K -$5.15K -50 -0.6%
SIP
1087
Stoneridge Investment Partners
Pennsylvania
$703K -$191K -1,850 -19%
IFWM
1088
Institute for Wealth Management
Colorado
$703K +$3.09K +30 +0.4%
MMPW
1089
Mitchell McLeod Pugh & Williams
Alabama
$702K -$42.3K -411 -5%
CCFCSB
1090
Cape Cod Five Cents Savings Bank
Massachusetts
$702K +$48.9K +475 +6%
BCAM
1091
Boston Common Asset Management
Massachusetts
$698K -$25.7K -249 -3%
LPIC
1092
LeJeune Puetz Investment Counsel
Michigan
$694K – – –
CIC
1093
Carnegie Investment Counsel
Ohio
$693K – – –
AWM
1094
Accurate Wealth Management
Florida
$693K +$24.9K +242 +3%
SJIA
1095
St. James Investment Advisors
New York
$692K -$2.45M -23,810 -76%
GAAM
1096
Guinness Atkinson Asset Management
California
$690K -$14.6K -142 -2%
MHS
1097
M Holdings Securities
Oregon
$688K -$44.6K -433 -5%
AFG
1098
Allegheny Financial Group
Pennsylvania
$688K +$230K +2,233 +41%
CFA
1099
CWS Financial Advisors
Michigan
$687K +$31K +301 +4%
VEA
1100
Virtus ETF Advisers
New York
$685K +$786K +7,627 New
42 43
44
45 46