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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1476
Private Capital Advisors
Connecticut
$806K – – –
WP
1477
WMS Partners
Maryland
$804K -$9.3K -94 -1%
EM
1478
ELCO Management
New York
$804K +$792 +8 +0.1%
ICM
1479
IMS Capital Management
Oregon
$804K +$120K +1,210 +17%
HCM
1480
Hollencrest Capital Management
California
$793K -$198K -1,999 -19%
SAM
1481
Simplify Asset Management
Nevada
$793K +$257K +2,600 +46%
MFC
1482
Mechanics Financial Corp
Ohio
$792K +$47.6K +481 +6%
CC
1483
Corsicana & Co
Texas
$791K +$29.7K +300 +4%
VHAM
1484
Van Hulzen Asset Management
California
$790K -$24.1K -243 -3%
GA
1485
Greytown Advisors
Florida
$785K -$69.8K -705 -8%
1IA
1486
1620 Investment Advisors
Massachusetts
$785K -$14.7K -149 -2%
NIC
1487
Northwest Investment Counselors
Oregon
$784K +$4.95K +50 +0.6%
EW
1488
Element Wealth
Mississippi
$780K +$4.26K +43 +0.5%
NVIM
1489
New Vernon Investment Management
Illinois
$779K – – –
BWM
1490
Buckley Wealth Management
Nevada
$775K -$383K -3,865 -32%
LSA
1491
Lion Street Advisors
Texas
$774K +$10.4K +105 +1%
HBW
1492
Hazlett, Burt & Watson
West Virginia
$773K +$2.18K +22 +0.3%
MMPW
1493
Mitchell McLeod Pugh & Williams
Alabama
$770K +$1.78K +18 +0.2%
DWP
1494
Destiny Wealth Partners
Florida
$770K +$791K +7,989 +8,976%
4WM
1495
44 Wealth Management
Oregon
$768K -$397K -4,008 -33%
RIA
1496
Realta Investment Advisors
Delaware
$768K +$417K +4,209 +109%
JDR
1497
Jay D. Rosenbaum
$766K -$12.3K -124 -2%
BOPW
1498
Brandywine Oak Private Wealth
Pennsylvania
$765K +$9.9K +100 +1%
EL
1499
EMFO LLC
Florida
$764K – – –
VWA
1500
V Wealth Advisors
Kansas
$762K -$72.4K -731 -8%
58 59
60
61 62