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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1301
Wealth Alliance
New York
$769K -$20.6K -170 -2%
TCWA
1302
Turtle Creek Wealth Advisors
Texas
$768K +$27.2K +224 +3%
MTC
1303
McDaniel Terry & Co
Texas
$768K -$38.6K -318 -5%
WG
1304
Winton Group
United Kingdom
$767K -$1.27M -10,435 -61%
LWAM
1305
Legacy Wealth Asset Management
Minnesota
$764K +$50K +412 +7%
PWM
1306
Pinnacle Wealth Management
California
$760K +$807K +6,647 New
FSA
1307
Fort Sheridan Advisors
Illinois
$760K +$181K +1,488 +29%
CP
1308
Canopy Partners
Ohio
$760K – – –
KLCM
1309
KG&L Capital Management
Louisiana
$757K +$237K +1,954 +42%
BEC
1310
Blue Edge Capital
Virginia
$755K – – –
MRCM
1311
M&R Capital Management
New Jersey
$753K – – –
MCM
1312
Mattern Capital Management
Colorado
$753K +$184K +1,513 +30%
MYIA
1313
Mount Yale Investment Advisors
Colorado
$753K +$4.74K +39 +0.6%
SGCA
1314
Steel Grove Capital Advisors
Tennessee
$750K -$194K -1,594 -20%
BWP
1315
Baldwin Wealth Partners
Massachusetts
$749K -$4.62K -38 -0.6%
WMA
1316
Wealth Management Associates
New Jersey
$748K – – –
SMA
1317
Sage Mountain Advisors
Georgia
$748K +$117K +962 +17%
AFM
1318
Abbot Financial Management
Massachusetts
$748K -$9.47K -78 -1%
MGAM
1319
McGowan Group Asset Management
Texas
$745K +$421K +3,465 +114%
OPWM
1320
Oakwell Private Wealth Management
Texas
$743K +$125K +1,031 +19%
WI
1321
Wedgewood Investors
Pennsylvania
$741K +$787K +6,476 New
IBOK
1322
Independence Bank of Kentucky
Kentucky
$740K +$220K +1,808 +39%
GF
1323
Gries Financial
Ohio
$740K +$52.7K +434 +7%
ZIC
1324
ZWJ Investment Counsel
Georgia
$739K -$38K -313 -5%
LWMM
1325
Legacy Wealth Management (Mississippi)
Mississippi
$735K – – –
51 52
53
54 55