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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1801
Proficio Capital Partners
Massachusetts
$407K +$1.39K +15 +0.4%
KFI
1802
Key Financial Inc
Pennsylvania
$407K +$7.12K +77 +2%
MAM
1803
MMA Asset Management
Pennsylvania
$407K +$90.7K +981 +33%
LSA
1804
Leonteq Securities AG
Switzerland
$406K +$364K +3,938 New
HCA
1805
Heck Capital Advisors
Wisconsin
$405K -$26K -281 -7%
PMFA
1806
Plante Moran Financial Advisors
Michigan
$405K -$18.2K -197 -5%
SVWAG
1807
Sound View Wealth Advisors Group
Georgia
$405K +$3.97K +43 +1%
CWM
1808
Chemistry Wealth Management
New York
$405K +$363K +3,928 New
NLP
1809
Next Level Private
New York
$405K +$363K +3,928 New
NAMM
1810
NorthStar Asset Management (Massachusetts)
Massachusetts
$405K – – –
ECG
1811
Edge Capital Group
Georgia
$404K -$832 -9 -0.2%
TF
1812
TimeScale Financial
Massachusetts
$404K -$739 -8 -0.2%
MCWS
1813
McKinley Carter Wealth Services
West Virginia
$404K – – –
GA
1814
Geller Advisors
New York
$402K +$277 +3 +0.1%
PCG
1815
Private Capital Group
Connecticut
$402K +$7.12K +77 +2%
RPWA
1816
Regent Peak Wealth Advisors
Georgia
$402K +$9.79K +106 +3%
MWM
1817
Mission Wealth Management
California
$402K +$80.9K +875 +29%
BP
1818
BBR Partners
New York
$402K +$87.6K +948 +32%
WIP
1819
WealthCare Investment Partners
Rhode Island
$401K +$359K +3,887 New
OCM
1820
One Capital Management
California
$401K +$360K +3,894 New
FA
1821
Fortis Advisors
Pennsylvania
$400K +$80.9K +875 +29%
TFS
1822
Thoroughbred Financial Services
Tennessee
$399K +$370 +4 +0.1%
LC
1823
LCNB Corp
Ohio
$399K +$18.5K +200 +5%
PCM
1824
Pointe Capital Management
Michigan
$398K +$3.97K +43 +1%
FPS
1825
Fieldpoint Private Securities
Connecticut
$398K +$11.6K +125 +3%
71 72
73
74 75