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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1751
Vicus Capital
Pennsylvania
$1.03M -$249K -2,258 -20%
SMFS
1752
Squar Milner Financial Services
California
$1.03M +$44.6K +404 +5%
FAM
1753
Formidable Asset Management
Ohio
$1.03M -$18.1K -164 -2%
ATPW
1754
Ashton Thomas Private Wealth
Arizona
$1.03M +$190K +1,718 +23%
MFP
1755
Meridian Financial Partners
Virginia
$1.03M +$196K +1,772 +26%
FBT
1756
First Bankers Trust
Kentucky
$1.02M -$31.7K -287 -3%
MPW
1757
Monterey Private Wealth
California
$1.02M -$6.62K -60 -0.7%
ACH
1758
ArrowMark Colorado Holdings
Colorado
$1.02M -$235K -2,125 -19%
EWM
1759
Empirical Wealth Management
Washington
$1.02M -$182K -1,645 -15%
FC
1760
Forte Capital
New York
$1.02M +$1.01M +9,153 New
APW
1761
Aurora Private Wealth
New Jersey
$1.02M -$819K -7,423 -45%
KLCM
1762
KG&L Capital Management
Louisiana
$1.02M +$136K +1,235 +16%
VIM
1763
Vista Investment Management
Pennsylvania
$1.01M +$8.28K +75 +0.8%
WMG
1764
WESCAP Management Group
California
$1.01M +$16.7K +151 +2%
W
1765
WealthOne
New York
$1.01M +$233K +2,107 +30%
PJB
1766
Paul John Balson
California
$1.01M – – –
WGCA
1767
Wolf Group Capital Advisors
Virginia
$1M -$62.3K -564 -6%
PTP
1768
Platform Technology Partners
New York
$1M -$3.97K -36 -0.4%
BOC
1769
Barbara Oil Co
Illinois
$1M – – –
EM
1770
Excalibur Management
Massachusetts
$1M -$107K -967 -10%
CAW
1771
Cornerstone Advisors (Washington)
Washington
$1M +$146K +1,320 +17%
BFA
1772
Benedict Financial Advisors
Georgia
$999K -$32.7K -296 -3%
OIS
1773
Okabena Investment Services
Minnesota
$995K +$985K +8,923 New
AAM
1774
Aureus Asset Management
Massachusetts
$993K +$20.9K +189 +2%
CCM
1775
Canal Capital Management
Virginia
$993K +$62.4K +565 +7%
69 70
71
72 73