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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1001
Peak Asset Management
Colorado
$5.44M -$6.11K -39 -0.1%
AW
1002
Apricus Wealth
South Carolina
$5.44M +$137K +875 +3%
DWM
1003
Destination Wealth Management
California
$5.42M +$22.1K +141 +0.4%
GI
1004
GAMMA Investing
California
$5.41M +$1.08M +6,928 +27%
LHC
1005
Little House Capital
Massachusetts
$5.4M +$1.94M +12,368 +62%
CCA
1006
Cobblestone Capital Advisors
New York
$5.4M +$650K +4,149 +15%
NFG
1007
Nations Financial Group
Iowa
$5.39M -$784K -5,011 -13%
WC
1008
Whitney & Co
New York
$5.37M +$184K +1,175 +4%
HCA
1009
Harbor Capital Advisors
Illinois
$5.36M -$2.47M -15,782 -33%
CIA
1010
Choate Investment Advisors
Massachusetts
$5.35M -$342K -2,183 -6%
TI
1011
tru Independence
Oregon
$5.34M +$39.9K +255 +0.8%
CBB
1012
Citizens Business Bank
California
$5.33M +$1.35M +8,609 +39%
MCCP
1013
Mission Creek Capital Partners
California
$5.31M -$122K -781 -2%
ACM
1014
Altrius Capital Management
North Carolina
$5.3M +$17.7K +113 +0.4%
RWM
1015
Rench Wealth Management
Texas
$5.3M +$62.8K +401 +1%
TLP
1016
Trinity Legacy Partners
Texas
$5.28M +$455K +2,907 +9%
SW
1017
StrongBox Wealth
Missouri
$5.28M -$127K -810 -3%
HCM
1018
Hengehold Capital Management
Ohio
$5.27M +$93.6K +598 +2%
JAG
1019
Journey Advisory Group
Kentucky
$5.27M -$700K -4,474 -12%
PTC
1020
Private Trust Company
Ohio
$5.27M +$196K +1,251 +4%
BC
1021
Burney Company
Virginia
$5.26M -$409K -2,612 -8%
AFA
1022
Arlington Financial Advisors
California
$5.25M +$540K +3,450 +12%
BCFS
1023
Butensky & Cohen Financial Security
Florida
$5.24M +$8.92K +57 +0.2%
AM
1024
AGF Management
Ontario, Canada
$5.23M -$153K -975 -3%
TNBTD
1025
Trustmark National Bank Trust Department
Mississippi
$5.23M +$251K +1,605 +5%
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