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Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
1401
Western Pacific Wealth Management
Illinois
$932K +$14K +65 +1%
HIP
1402
HUB Investment Partners
Texas
$928K +$124K +574 +14%
AC
1403
Avestar Capital
New York
$928K +$82.1K +380 +9%
GDP
1404
Great Diamond Partners
Maine
$926K -$86.4K -400 -8%
DP
1405
Denver PWM
Colorado
$925K – – –
PA
1406
PSI Advisors
Florida
$923K +$26.4K +122 +3%
OQS
1407
Occudo Quantitative Strategies
Florida
$920K +$980K +4,538 New
MSAM
1408
Moloney Securities Asset Management
Missouri
$918K +$96.8K +448 +11%
HAG
1409
HF Advisory Group
Maryland
$918K +$156K +720 +19%
MCM
1410
Mainstay Capital Management
Michigan
$918K -$235K -1,088 -19%
SAG
1411
SageView Advisory Group
California
$917K +$449K +2,077 +85%
MIM
1412
Moseley Investment Management
Florida
$916K -$8.86K -41 -0.9%
BCM
1413
Brown Capital Management
Maryland
$913K -$63.7K -295 -6%
MFS
1414
Monetta Financial Services
Illinois
$913K – – –
GLR
1415
Great Lakes Retirement
Ohio
$910K +$56K +259 +6%
PTP
1416
Platform Technology Partners
New York
$907K +$219K +1,012 +29%
BFW
1417
Brady Family Wealth
Missouri
$905K +$110K +508 +13%
FTWA
1418
Fifth Third Wealth Advisors
Ohio
$896K +$955K +4,418 New
DC
1419
Davenport & Co
Virginia
$894K +$195K +901 +26%
SFCL
1420
Strengthening Families & Communities LLC
Massachusetts
$892K +$32K +148 +3%
CW
1421
CIC Wealth
Maryland
$891K +$19.4K +90 +2%
GAG
1422
Goodman Advisory Group
Massachusetts
$889K -$17.7K -82 -2%
NA
1423
Navellier & Associates
Nevada
$878K +$936K +4,330 New
GT
1424
Glenview Trust
Kentucky
$878K +$120K +555 +15%
AFG
1425
Alterity Financial Group
Maine
$876K -$637K -2,950 -41%
55 56
57
58 59