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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1176
Orleans Capital Management
Louisiana
$5.36M -$139K -356 -2%
EAM
1177
EFG Asset Management
Oregon
$5.34M +$442K +1,134 +8%
MMPW
1178
Mitchell McLeod Pugh & Williams
Alabama
$5.34M +$5.46K +14 +0.1%
MWM
1179
Modern Wealth Management
Kansas
$5.33M +$159K +409 +3%
PD
1180
Planning Directions
Pennsylvania
$5.33M +$5.11M +13,118 +926%
AIMA
1181
Ables Iannone Moore & Associates
Georgia
$5.3M +$194K +499 +4%
BFA
1182
Bill Few Associates
Pennsylvania
$5.27M -$25.7K -66 -0.5%
HAM
1183
Harmony Asset Management
Arizona
$5.27M +$138K +353 +3%
KIC
1184
Kensington Investment Counsel
California
$5.26M +$242K +622 +5%
SWMG
1185
Signature Wealth Management Group
Georgia
$5.25M -$28.8K -74 -0.5%
CAM
1186
Columbia Asset Management
Michigan
$5.25M -$262K -671 -4%
CWS
1187
Confluence Wealth Services
Pennsylvania
$5.24M -$356K -913 -6%
AG
1188
AlTi Global
New York
$5.23M -$896K -2,299 -14%
CNBT
1189
Canandaigua National Bank & Trust
New York
$5.22M -$47.2K -121 -0.8%
SWM
1190
SeaCrest Wealth Management
New York
$5.22M +$64.3K +165 +1%
ECM
1191
Exchange Capital Management
Michigan
$5.2M -$299K -768 -5%
PA
1192
Perennial Advisors
New York
$5.2M -$94.3K -242 -2%
ACM
1193
Alpha Capital Management
Texas
$5.18M +$106K +272 +2%
KWMG
1194
King Wealth Management Group
Florida
$5.15M -$272K -699 -5%
LM
1195
Lincluden Management
Ontario, Canada
$5.15M -$158K -406 -3%
RFA
1196
ROI Financial Advisors
Oregon
$5.15M -$118K -302 -2%
GIM
1197
Goelzer Investment Management
Indiana
$5.14M +$163K +417 +3%
BFG
1198
Berger Financial Group
Minnesota
$5.14M -$24.2K -62 -0.4%
HAI
1199
Hennessy Advisors Inc
California
$5.13M +$5.46M +14,000 New
PNAA
1200
Pictet North America Advisors
Switzerland
$5.13M +$125K +321 +2%
46 47
48
49 50