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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1626
Apriem Advisors
California
$959K +$45.5K +431 +5%
ADBIC
1627
A.D. Beadell Investment Counsel
Wisconsin
$957K – – –
TPA
1628
Trivium Point Advisory
Connecticut
$955K -$116K -1,096 -11%
FCM
1629
Firestone Capital Management
Florida
$951K – – –
MSFS
1630
Main Street Financial Solutions
Pennsylvania
$950K -$165K -1,564 -15%
PCMK
1631
Paragon Capital Management (Kansas)
Kansas
$950K +$6.02K +57 +0.6%
CCA
1632
Conservest Capital Advisors
Pennsylvania
$948K +$53.6K +508 +6%
SCI
1633
Stableford Capital II
Arizona
$948K +$83.1K +787 +10%
GG
1634
Gleason Group
Kentucky
$946K -$13.4K -127 -1%
TCM
1635
Tradewinds Capital Management
Washington
$946K +$81.9K +776 +9%
RWP
1636
RWA Wealth Partners
Massachusetts
$945K +$1.9K +18 +0.2%
NIM
1637
Needham Investment Management
New York
$943K – – –
BRM
1638
Boston Research & Management
Massachusetts
$938K – – –
UFF
1639
USA Financial Formulas
Michigan
$938K +$944K +8,943 +68,792%
MPIA
1640
Mountain Pacific Investment Advisers
Idaho
$937K -$10.6K -100 -1%
OBWG
1641
Onyx Bridge Wealth Group
New York
$937K +$39.9K +378 +4%
AWA
1642
ARS Wealth Advisors
Florida
$935K +$15.6K +148 +2%
RP
1643
Rice Partnership
Hawaii
$931K +$53.2K +504 +6%
LB
1644
Legacy Bridge
Iowa
$929K +$558K +5,290 +148%
PWPS
1645
Pinnacle Wealth Planning Services
Ohio
$928K -$4.86K -46 -0.5%
VBCG
1646
Valley Brook Capital Group
Pennsylvania
$927K +$11.1K +105 +1%
CPC
1647
Congress Park Capital
New York
$925K +$47.5K +450 +5%
BCM
1648
Bourgeon Capital Management
Connecticut
$924K +$56.5K +535 +6%
MFG
1649
Magnus Financial Group
New York
$922K +$26K +246 +3%
AW
1650
Alaethes Wealth
Nevada
$922K +$123K +1,165 +15%
64 65
66
67 68