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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1026
Modera Wealth Management
New Jersey
$5.21M +$64.8K +414 +1%
MBT
1027
Montecito Bank & Trust
California
$5.21M -$18.8K -120 -0.4%
SWM
1028
Spire Wealth Management
Virginia
$5.2M -$1.66M -10,589 -25%
WDC
1029
Woodward Diversified Capital
California
$5.18M +$25K +160 +0.5%
SAM
1030
Selway Asset Management
$5.17M -$13.3K -85 -0.3%
SIC
1031
Salem Investment Counselors
North Carolina
$5.15M -$554K -3,540 -10%
JCFM
1032
JBR Co Financial Management
Oklahoma
$5.13M +$97.8K +625 +2%
NAAA
1033
New Age Alpha Advisors
New York
$5.12M -$1.25M -8,009 -21%
JF
1034
Jericho Financial
Ohio
$5.11M +$429K +2,743 +10%
LOIM
1035
Liberty One Investment Management
Illinois
$5.09M +$451K +2,883 +10%
VA
1036
VestGen Advisors
Illinois
$5.09M +$4.76M +30,418 New
ACM
1037
Aurdan Capital Management
Pennsylvania
$5.08M -$831K -5,309 -15%
MADR
1038
Milestones Administradora de Recursos
Brazil
$5.08M – – –
CCT
1039
Capital City Trust
Florida
$5.05M -$145K -926 -3%
PRS
1040
Pinkerton Retirement Specialists
Idaho
$5.04M +$162K +1,034 +4%
OMIC
1041
Old Mission Investment Co
Michigan
$5.03M +$262K +1,676 +6%
AAM
1042
Azzad Asset Management
Virginia
$5.01M +$4.69M +29,964 New
FHA
1043
Flagship Harbor Advisors
Massachusetts
$5.01M +$162K +1,034 +4%
PAM
1044
Pegasus Asset Management
New York
$5M +$168K +1,075 +4%
IWN
1045
Independent Wealth Network
Iowa
$5M -$24.1K -154 -0.5%
BAAM
1046
Baker Avenue Asset Management
California
$4.99M +$139K +887 +3%
RCM
1047
RB Capital Management
Nevada
$4.98M +$71.7K +458 +2%
DWM
1048
Diversify Wealth Management
Utah
$4.98M +$821K +5,247 +17%
KIA
1049
Knollwood Investment Advisory
Maryland
$4.97M -$29K -185 -0.6%
NCM
1050
Nelson Capital Management
California
$4.96M -$93.1K -595 -2%
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