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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2151
Bulltick Wealth Management
Florida
$991K +$785K +5,469 New
LDFR
2152
Lehman & Derafelo Financial Resources
Pennsylvania
$987K -$5.74K -40 -0.7%
PCMC
2153
Paragon Capital Management (Colorado)
Colorado
$984K – – –
LCM
2154
Laurion Capital Management
New York
$981K -$2.54M -17,708 -77%
TIAM2
2155
Tru Independence Asset Management 2
Oregon
$980K +$776K +5,407 New
AWA
2156
Acorn Wealth Advisors
Michigan
$979K -$29.1K -203 -4%
FP
2157
Financial Perspectives
Minnesota
$978K +$70.5K +491 +10%
CASB
2158
Cape Ann Savings Bank
Massachusetts
$978K +$775K +5,396 New
AP
2159
Americana Partners
Texas
$976K +$22.2K +155 +3%
KCP
2160
KDI Capital Partners
North Carolina
$973K +$48.8K +340 +7%
CRWM
2161
Castle Rock Wealth Management
California
$972K -$4.74K -33 -0.6%
NCM
2162
Neumann Capital Management
California
$972K – – –
FFG
2163
Fortem Financial Group
California
$972K +$52.2K +364 +7%
FBB
2164
Fulton Breakefield Broenniman
Maryland
$971K -$284K -1,979 -27%
MA
2165
Mosaic Advisors
Texas
$970K +$768K +5,352 New
PWAG
2166
Polaris Wealth Advisory Group
California
$969K -$3.59K -25 -0.5%
AWG
2167
Altus Wealth Group
Colorado
$969K +$767K +5,347 New
TW
2168
TrinityPoint Wealth
Connecticut
$967K +$1.44K +10 +0.2%
CCT
2169
Capital City Trust
Florida
$966K -$971K -6,766 -56%
HCM
2170
HMS Capital Management
Tennessee
$964K -$80.4K -560 -10%
ACA
2171
Anchor Capital Advisors
Massachusetts
$963K – – –
MIM
2172
MTM Investment Management
South Carolina
$962K +$762K +5,310 New
MCM
2173
Maple Capital Management
Vermont
$959K +$122K +852 +19%
CGA
2174
Crescent Grove Advisors
Illinois
$957K +$77.9K +543 +11%
SFO
2175
Standard Family Office
South Dakota
$957K +$758K +5,280 New
85 86
87
88 89