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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1701
Calton & Associates
Florida
$522K -$192K -2,078 -29%
SXL
1702
Summit X LLC
Missouri
$522K -$3.14K -34 -0.7%
CIC
1703
Chase Investment Counsel
Virginia
$522K +$3.97K +43 +0.9%
SCM
1704
Sterneck Capital Management
Missouri
$516K – – –
VCM
1705
Vigilant Capital Management
Maine
$514K +$34.6K +374 +8%
HNWAG
1706
High Net Worth Advisory Group
Florida
$512K +$459K +4,966 New
UAML
1707
US Asset Management LLC
Pennsylvania
$508K -$370 -4 -0.1%
LA
1708
LexAurum Advisors
Kansas
$504K +$370 +4 +0.1%
MCM
1709
Manchester Capital Management
Vermont
$503K -$193K -2,091 -30%
MCP
1710
Mirador Capital Partners
California
$503K +$7.58K +82 +2%
DDC
1711
DF Dent & Co
Maryland
$502K -$1.57K -17 -0.3%
ABLA
1712
Alan B. Lancz & Associates
Ohio
$499K +$447K +4,836 New
BIP
1713
Blueprint Investment Partners
North Carolina
$499K +$254K +2,750 +132%
HPWM
1714
Highland Private Wealth Management
Washington
$498K -$111K -1,206 -20%
NP
1715
Ninepoint Partners
Ontario, Canada
$498K +$446K +4,827 New
WMA
1716
Wealth Management Associates
New Jersey
$498K -$4.62K -50 -1%
CB
1717
CNB Bank
Pennsylvania
$496K -$6.93K -75 -2%
SCM
1718
Salem Capital Management
Massachusetts
$496K +$13.9K +150 +3%
CFAM
1719
Center For Asset Management
Florida
$496K +$445K +4,811 New
LFASL
1720
Lugano Financial Advisors SA (LFA)
Switzerland
$495K – – –
EGA
1721
E&G Advisors
Texas
$493K -$37K -400 -8%
MTC
1722
McDaniel Terry & Co
Texas
$493K +$113K +1,221 +34%
EI
1723
Ellevest Inc
New York
$492K +$34.7K +376 +9%
OIA
1724
Optimum Investment Advisors
Illinois
$491K – – –
CSPIA
1725
Cary Street Partners Investment Advisory
Virginia
$491K +$40.8K +441 +10%
67 68
69
70 71