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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1751
TRUE Private Wealth Advisors
Oregon
$970K -$262K -4,674 -21%
SRC
1752
Sage Rhino Capital
California
$968K -$5.16K -92 -0.5%
BFA
1753
Beacon Financial Advisory
Ohio
$965K +$281 +5 +0%
PJSIMP
1754
P.J. Schmidt Investment Management (PJS)
Wisconsin
$961K – – –
BFC
1755
Blue Fin Capital
Rhode Island
$956K -$43K -766 -4%
SBF
1756
Sara-Bay Financial
Florida
$955K -$6.96K -124 -0.7%
CQS
1757
Credential Qtrade Securities
$955K +$89.8K +1,600 +10%
SIG
1758
Sky Investment Group
Connecticut
$954K -$4.54K -81 -0.5%
LC
1759
LCNB Corp
Ohio
$951K +$118K +2,100 +14%
HCMG
1760
Howard Capital Management Group
California
$949K -$224 -4 -0%
FPB
1761
First PREMIER Bank
South Dakota
$948K +$50.8K +905 +5%
PCMM
1762
Piedmont Capital Management (Montana)
Montana
$946K +$101K +1,794 +12%
FWM
1763
Focused Wealth Management
New York
$943K -$18.5K -330 -2%
IIC
1764
Integrated Investment Consultants
Michigan
$941K +$74K +1,318 +8%
QPWM
1765
Quadrant Private Wealth Management
Pennsylvania
$940K -$114K -2,024 -10%
KJWM
1766
Kiley Juergens Wealth Management
Washington
$940K -$2.52K -45 -0.3%
SWIG
1767
Strategic Wealth Investment Group
Kentucky
$940K +$740K +13,193 +321%
WDC
1768
Woodward Diversified Capital
California
$938K +$171K +3,051 +22%
C
1769
Certuity
Florida
$938K +$276K +4,911 +40%
MFW
1770
Mosaic Family Wealth
Missouri
$934K +$302K +5,374 +46%
LCM
1771
Liberty Capital Management
Michigan
$933K – – –
MWM
1772
Meridian Wealth Management
Kentucky
$933K +$189K +3,375 +25%
GC
1773
Gilbert & Cook
Iowa
$933K +$236K +4,213 +33%
CHP
1774
Cable Hill Partners
Oregon
$930K +$42.5K +757 +5%
BCM
1775
Birmingham Capital Management
Alabama
$929K -$70.1K -1,250 -7%
69 70
71
72 73