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Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1501
Lowe Wealth Advisors
Maryland
$7K – – –
UB
1502
UMB Bank
Missouri
$6.16K -$55.1K -968 -0.9%
CAL
1503
Capital Advisors Ltd
Ohio
$6K -$7.46K -131 -54%
PCFFS
1504
Pacific Center for Financial Services
California
$6K – – –
PW
1505
Price Wealth
Texas
$6K – – –
1NWS
1506
1 North Wealth Services
Maryland
$6K +$5.69K +100 New
ACA
1507
Atlas Capital Advisors
Wyoming
$5.92K -$33.4K -586 -85%
RAM
1508
Riggs Asset Management
Pennsylvania
$5K – – –
KC
1509
Knuff & Co
California
$5K +$4.84K +85 New
RCC
1510
Red Cedar Capital
Nebraska
$4K -$11.1K -195 -75%
PC
1511
Permanens Capital
New York
$4K – – –
CG
1512
Cutler Group
California
$3K -$145K -2,546 -98%
OSNBOA
1513
Old Second National Bank of Aurora
Illinois
$3K -$9.22K -162 -76%
MIM
1514
Macroview Investment Management
Maryland
$3K – – –
PCA
1515
Providence Capital Advisors
North Carolina
$3K +$3.3K +58 New
BC
1516
Barnett & Company
Tennessee
$2K -$8.08K -142 -84%
CCM
1517
Copeland Capital Management
Pennsylvania
$2K – – –
PG
1518
Proffitt & Goodson
Tennessee
$2K – – –
JCM
1519
Julex Capital Management
Massachusetts
$2K +$683 +12 +41%
QCMC
1520
Quantum Capital Management (California)
California
$2K +$1.71K +30 New
AM
1521
Atwater Malick
Pennsylvania
$2K +$1.88K +33 New
NL
1522
NVWM LLC
Pennsylvania
$1K -$405K -7,110 -100%
PFO
1523
Pathstone Family Office
New Jersey
$1K -$41K -720 -97%
BHWM
1524
Bay Harbor Wealth Management
Maryland
$1K – – –
CIR
1525
Clear Investment Research
Georgia
$1K – – –
59 60
61
62 63