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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1851
Xcel Wealth Management
Florida
$580K -$159K -1,630 -23%
PWM
1852
PBMares Wealth Management
Virginia
$579K +$14K +143 +3%
W
1853
Wealthquest
Ohio
$577K -$82.7K -847 -13%
IDBONY
1854
Israel Discount Bank of New York
New York
$576K -$42.5K -435 -7%
CICI
1855
Capital Investment Counsel Inc
North Carolina
$574K +$241K +2,470 +82%
PVH
1856
Psagot Value Holdings
Israel
$571K -$29.3K -300 -5%
MA
1857
MCF Advisors
Kentucky
$570K +$233K +2,384 +78%
SAM
1858
Security Asset Management
New York
$570K +$396K +4,055 +292%
MRCM
1859
M&R Capital Management
New Jersey
$569K -$272K -2,790 -34%
JFA
1860
JNBA Financial Advisors
Minnesota
$569K +$14K +143 +3%
OPTFSNA
1861
Old Point Trust & Financial Services N A
Virginia
$569K +$68.4K +700 +15%
SIC
1862
Samalin Investment Counsel
New York
$569K +$97.3K +996 +22%
CBFP
1863
Cedar Brook Financial Partners
Ohio
$568K -$112K -1,148 -17%
WDL
1864
Well Done LLC
Michigan
$568K +$42.7K +437 +9%
CAGAS
1865
Capital Advisory Group Advisory Services
Minnesota
$563K +$162K +1,662 +45%
JWM
1866
JGP Wealth Management
Oregon
$562K +$189K +1,931 +56%
CFO
1867
CVA Family Office
Colorado
$561K +$76.8K +787 +17%
LCM
1868
Leisure Capital Management
California
$560K -$40.6K -416 -7%
HFA
1869
HC Financial Advisors
California
$560K -$9.77K -100 -2%
WC
1870
Westhampton Capital
North Carolina
$557K – – –
EI
1871
Ellevest Inc
New York
$555K – – –
FPB
1872
First PREMIER Bank
South Dakota
$555K +$26.6K +272 +5%
PA
1873
Perennial Advisors
New York
$551K +$88.6K +907 +21%
CGH
1874
CMG Global Holdings
Texas
$550K +$513K +5,249 New
JSC
1875
Jackson Square Capital
California
$550K +$513K +5,252 New
73 74
75
76 77