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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1051
Steele Capital Management
Iowa
$219K -$1.24K -100 -0.6%
IP
1052
Ignite Planners
California
$218K -$125K -10,115 -37%
FAM
1053
Formidable Asset Management
Ohio
$217K +$13.3K +1,075 +7%
XSC
1054
X-Square Capital
Puerto Rico
$217K -$30.6K -2,474 -13%
WAS
1055
Winch Advisory Services
Wisconsin
$217K +$46.4K +3,751 +28%
SPWM
1056
Straight Path Wealth Management
Michigan
$216K -$3.86K -312 -2%
WA
1057
Wealth Alliance
New York
$215K -$24.6K -1,987 -10%
KIC
1058
Kensington Investment Counsel
California
$215K +$212K +17,145 New
AG
1059
Algert Global
California
$214K +$211K +17,094 New
CWM
1060
Congress Wealth Management
Massachusetts
$214K -$21.9K -1,769 -9%
GG
1061
Gleason Group
Kentucky
$213K +$2.2K +178 +1%
MCC
1062
Maiden Cove Capital
Maine
$212K +$197K +15,966 New
SAM
1063
SignalPoint Asset Management
Missouri
$211K +$148 +12 +0.1%
ECM
1064
Evergreen Capital Management
Washington
$211K -$110K -8,860 -35%
WAG
1065
Winthrop Advisory Group
Massachusetts
$210K +$1.56K +126 +0.8%
BTI
1066
Blue Trust Inc
Georgia
$209K +$41.3K +3,335 +27%
QC
1067
QCM Cayman
Texas
$209K +$206K +16,680 New
ESBC
1068
E.S. Barr & Co
Kentucky
$209K – – –
LA
1069
Latitude Advisors
Florida
$209K +$136 +11 +0.1%
CW
1070
CIC Wealth
Maryland
$209K +$6.71K +542 +3%
FHA
1071
First Horizon Advisors
Tennessee
$209K +$87.1K +7,038 +73%
NAS
1072
Nicolet Advisory Services
Wisconsin
$209K -$21K -1,695 -10%
WAM
1073
Walker Asset Management
Missouri
$207K -$20.2K -1,630 -9%
SIC
1074
Salem Investment Counselors
North Carolina
$206K -$6.05K -489 -3%
GL
1075
Graypoint LLC
New York
$206K +$13.5K +1,089 +7%
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