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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Axxcess Wealth Management
California
$340K -$106K -1,223 -24%
CSP
777
Cary Street Partners
Virginia
$339K -$4.07K -47 -1%
SP
778
Successful Portfolios
Florida
$335K +$40.6K +469 +15%
CC
779
Chicago Capital
Illinois
$335K +$1.56K +18 +0.5%
CAG
780
Crestwood Advisors Group
Massachusetts
$335K +$28.9K +334 +10%
TCM
781
Traub Capital Management
Massachusetts
$333K -$34.6K -400 -9%
GWMR
782
GC Wealth Management RIA
Massachusetts
$333K -$596K -6,882 -64%
SMA
783
Sage Mountain Advisors
Georgia
$330K -$25.1K -290 -7%
CWS
784
Cypress Wealth Services
California
$329K +$135K +1,555 +70%
MW
785
Marble Wealth
Alabama
$327K +$325K +3,759 New
FM
786
Family Management
New York
$325K +$109K +1,263 +51%
PTC
787
Private Trust Company
Ohio
$322K -$48.3K -558 -13%
CCA
788
Childress Capital Advisors
Texas
$321K +$9.87K +114 +3%
GS
789
GTS Securities
Florida
$320K +$318K +3,669 New
EWA
790
EverSource Wealth Advisors
Alabama
$319K -$72.1K -833 -19%
MWM
791
Maridea Wealth Management
New York
$314K +$312K +3,601 New
CAM
792
Carret Asset Management
New York
$311K -$13K -150 -4%
PFGIA
793
Patriot Financial Group Insurance Agency
Massachusetts
$310K -$2.03M -23,457 -87%
GD
794
Grandfield & Dodd
New York
$309K – – –
QPBE
795
Quintet Private Bank (Europe)
Luxembourg
$305K +$43.3K +500 +17%
BI
796
Bramshill Investments
Florida
$305K +$303K +3,500 New
EFS
797
Essex Financial Services
Connecticut
$304K +$34.5K +398 +13%
CBT
798
Crews Bank & Trust
Florida
$304K – – –
ETC
799
Exchange Traded Concepts
Oklahoma
$304K -$142K -1,644 -32%
GBT
800
Grove Bank & Trust
Florida
$302K -$8.66K -100 -3%
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