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Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1601
Squar Milner Financial Services
California
$807K +$168K +1,877 +26%
PWPS
1602
Pinnacle Wealth Planning Services
Ohio
$805K +$388K +4,337 +93%
TIA
1603
Trust Investment Advisors
Indiana
$805K +$808K +9,026 New
FFS
1604
Founders Financial Securities
Maryland
$804K +$145K +1,618 +22%
CCM
1605
Carlson Capital Management
Minnesota
$803K +$160K +1,791 +23%
GLA
1606
Good Life Advisors
Pennsylvania
$801K -$15.3K -171 -2%
GM
1607
GeoWealth Management
Illinois
$800K +$802K +8,958 New
DI
1608
DAGCO Inc
Ohio
$799K -$49K -547 -6%
XF
1609
XML Financial
Maryland
$796K +$402K +4,487 +101%
GTAM
1610
Global Trust Asset Management
Florida
$794K -$8.95K -100 -1%
OCG
1611
Opus Capital Group
Ohio
$794K -$7.61K -85 -0.9%
DW
1612
Domani Wealth
Pennsylvania
$793K -$28.2K -315 -3%
BCM
1613
Barometer Capital Management
Ontario, Canada
$789K +$792K +8,845 New
APWA
1614
Atlas Private Wealth Advisors
New Jersey
$789K +$792K +8,846 New
PCMK
1615
Paragon Capital Management (Kansas)
Kansas
$784K -$38.1K -426 -5%
ADL
1616
Asset Dedication LLC
California
$784K +$157K +1,759 +26%
WPA
1617
Winning Points Advisors
Florida
$782K -$636K -7,100 -45%
VRM
1618
Vectors Research Management
New York
$780K +$21.8K +243 +3%
MIM
1619
Moseley Investment Management
Florida
$780K +$23.6K +264 +3%
SIA
1620
Soltis Investment Advisors
Utah
$777K -$12.3K -137 -2%
CBT
1621
Central Bank & Trust
Kentucky
$775K +$578K +6,459 +290%
HC
1622
HNP Capital
New York
$772K -$6.21M -69,352 -89%
UAS
1623
United Asset Strategies
New York
$771K -$5.42M -60,514 -88%
POIA
1624
Pin Oak Investment Advisors
Texas
$771K +$13.4K +150 +2%
WPP
1625
Whalerock Point Partners
Rhode Island
$770K -$103K -1,150 -12%
63 64
65
66 67