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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1301
Ascent Wealth Partners
New York
$846K +$109K +1,526 +14%
SCA
1302
St. Clair Advisors
Ohio
$845K +$39.4K +554 +5%
TAM
1303
Tocqueville Asset Management
New York
$841K -$173K -2,431 -17%
USCWA
1304
U.S. Capital Wealth Advisors
Texas
$841K -$1.63M -22,884 -65%
WEG
1305
World Equity Group
Illinois
$841K -$61.5M -864,172 -99%
FFA
1306
Fortune Financial Advisors
Kansas
$837K +$861K +12,103 New
AFA
1307
Abacus FCF Advisors
Florida
$833K -$5.62K -79 -0.7%
9WM
1308
9258 Wealth Management
Ohio
$833K +$4.48K +63 +0.5%
WPC
1309
White Pine Capital
Minnesota
$832K +$12K +169 +1%
SACTSONJ
1310
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$830K – – –
PM
1311
Penbrook Management
New York
$829K -$24.8K -348 -3%
QCG
1312
Quadrant Capital Group
Ohio
$829K +$61.3K +862 +8%
RI
1313
Ridgewood Investments
New Jersey
$824K +$609K +8,564 +256%
EF
1314
Empowered Funds
Pennsylvania
$819K +$413K +5,802 +96%
EST
1315
EA Series Trust
Pennsylvania
$819K +$843K +11,850 New
FFA
1316
First Foundation Advisors
California
$812K -$337K -4,737 -29%
LSA
1317
Lion Street Advisors
Texas
$812K +$52.3K +735 +9%
CK
1318
Cohen Klingenstein
New York
$809K – – –
BC
1319
Barrett & Company
Rhode Island
$807K +$22.3K +314 +3%
AP
1320
Appleton Partners
Massachusetts
$807K -$73.1K -1,027 -8%
AAM
1321
AMI Asset Management
California
$806K +$137K +1,928 +20%
IB
1322
Intrust Bank
Kansas
$805K -$51.8K -728 -6%
OTL
1323
Oak Thistle LLC
New York
$798K +$525K +7,375 +177%
FFA
1324
Founders Financial Alliance
North Carolina
$797K +$54K +759 +7%
FHA
1325
First Horizon Advisors
Tennessee
$796K -$26.1K -367 -3%
51 52
53
54 55