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