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Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1301
Clear Harbor Asset Management
Connecticut
$2.78M -$361K -2,518 -13%
FFA
1302
Founders Financial Alliance
North Carolina
$2.77M +$68.3K +476 +3%
DIP
1303
DT Investment Partners
Pennsylvania
$2.77M +$155K +1,079 +7%
LA
1304
Legacy Advisors
Pennsylvania
$2.76M +$2.14M +14,924 +729%
RCAG
1305
Rehmann Capital Advisory Group
Michigan
$2.76M -$11.5K -80 -0.5%
PH
1306
Pinnacle Holdings
Oklahoma
$2.75M +$191K +1,329 +9%
BCM
1307
Bluefin Capital Management
New York
$2.75M -$637K -4,439 -21%
LSPW
1308
Lake Street Private Wealth
Illinois
$2.75M +$135K +943 +6%
FPCP
1309
Fort Point Capital Partners
California
$2.75M +$31.8K +222 +1%
AMBIA
1310
Allen Mooney & Barnes Investment Advisors
Georgia
$2.74M +$2.42M +16,842 New
SGCA
1311
Steel Grove Capital Advisors
Tennessee
$2.74M -$335K -2,335 -12%
CAG
1312
Csenge Advisory Group
Florida
$2.74M -$33.6K -234 -1%
TSWM
1313
Triangle Securities Wealth Management
North Carolina
$2.74M +$32.6K +227 +1%
LTI
1314
Laffer Tengler Investments
Tennessee
$2.73M +$5.31K +37 +0.2%
PPW
1315
Pinnacle Private Wealth
Massachusetts
$2.73M +$71.4K +498 +3%
PHIMC
1316
Private Harbour Investment Management & Counsel
Ohio
$2.72M -$30.3K -211 -1%
WSCM
1317
Wellington Shields Capital Management
New York
$2.72M +$26.9M +187,406 +605%
AL
1318
Aspiriant LLC
California
$2.72M -$90.3K -630 -4%
HRC
1319
Hoertkorn Richard Charles
$2.72M +$21.5K +150 +0.9%
SWM
1320
Sculati Wealth Management
Michigan
$2.72M +$213K +1,482 +10%
WA
1321
WealthTrust Axiom
Pennsylvania
$2.72M -$25.7K -179 -1%
CM
1322
Castleark Management
Illinois
$2.72M – – –
BJL
1323
Brighton Jones LLC
Washington
$2.71M +$158K +1,099 +7%
MCWS
1324
McKinley Carter Wealth Services
West Virginia
$2.71M +$57.8K +403 +2%
PCA
1325
Private Capital Advisors
Connecticut
$2.7M +$645K +4,500 +37%
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