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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Circle Wealth Management
New Jersey
$2.74M -$154K -1,397 -5%
CAAS
1202
Capital Asset Advisory Services
Michigan
$2.74M -$2.76K -25 -0.1%
JCM
1203
Jag Capital Management
Missouri
$2.74M +$104K +942 +4%
CCA
1204
Checchi Capital Advisers
California
$2.74M +$201K +1,823 +8%
KCM
1205
Karp Capital Management
California
$2.72M +$136K +1,228 +5%
AIM
1206
AMI Investment Management
Indiana
$2.72M -$146K -1,325 -5%
PCIA
1207
Prime Capital Investment Advisors
Kansas
$2.72M +$13.1K +119 +0.5%
CBN
1208
Cadence Bank NA
Texas
$2.71M +$90.1K +816 +3%
WCM
1209
Weik Capital Management
Pennsylvania
$2.7M -$374K -3,390 -12%
GRP
1210
Global Retirement Partners
California
$2.68M +$203K +1,837 +8%
AAS
1211
Annex Advisory Services
Wisconsin
$2.68M +$160K +1,448 +6%
CCA
1212
Covey Capital Advisors
Georgia
$2.67M -$64.7K -586 -2%
IFG
1213
Independent Financial Group
California
$2.67M +$440K +3,989 +20%
IC
1214
Investment Counsel
Michigan
$2.67M -$72.3K -655 -3%
AMG
1215
Asset Management Group
Connecticut
$2.66M – – –
JWCA
1216
J.W. Cole Advisors
Florida
$2.66M +$2.64M +23,882 New
NIC
1217
Northwest Investment Counselors
Oregon
$2.66M -$15.8K -143 -0.6%
CCP
1218
Corient Capital Partners
California
$2.65M +$591K +5,350 +29%
PFS
1219
Physicians Financial Services
North Carolina
$2.64M +$72K +652 +3%
BJL
1220
Brighton Jones LLC
Washington
$2.63M -$146K -1,326 -5%
AWA
1221
Arete Wealth Advisors
Illinois
$2.63M -$10.4K -94 -0.4%
WAS
1222
Winch Advisory Services
Wisconsin
$2.62M +$1.3M +11,784 +101%
GA
1223
GFS Advisors
Texas
$2.62M +$431K +3,905 +20%
OCM
1224
Oribel Capital Management
New York
$2.61M +$894K +8,100 +53%
WWM
1225
Windsor Wealth Management
Indiana
$2.6M +$1.7M +15,355 +192%
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