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Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1701
D.B. Root & Company
Pennsylvania
$1.61M +$30.7K +104 +2%
PWPS
1702
Pinnacle Wealth Planning Services
Ohio
$1.61M +$106K +358 +6%
MC
1703
Maverick Capital
Texas
$1.61M +$1.73M +5,876 New
LA
1704
Legacy Advisors
Pennsylvania
$1.61M +$655K +2,220 +61%
APC
1705
Aspire Private Capital
North Carolina
$1.61M -$114K -386 -6%
ACM
1706
Argent Capital Management
Missouri
$1.61M – – –
MWP
1707
Meridian Wealth Partners
Pennsylvania
$1.6M +$138K +466 +9%
PSB
1708
Piscataqua Savings Bank
New Hampshire
$1.6M -$106K -359 -6%
FNFDCM
1709
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.6M – – –
NF
1710
Nikulski Financial
Iowa
$1.6M +$103K +348 +6%
VCM
1711
Viewpoint Capital Management
Washington
$1.59M -$35.4K -120 -2%
CSI
1712
Cross Staff Investments
New York
$1.59M +$295 +1 +0%
PBC
1713
Pavion Blue Capital
California
$1.59M +$4.72K +16 +0.3%
RPCONE
1714
Retirement Planning Company of New England
Rhode Island
$1.58M +$36.6K +124 +2%
MG
1715
Mather Group
Illinois
$1.58M +$182K +616 +12%
VCM
1716
Versant Capital Management
Arizona
$1.58M – – –
LF
1717
Lantz Financial
Illinois
$1.58M +$9.15K +31 +0.5%
IWS
1718
Insight Wealth Strategies
California
$1.58M +$249K +843 +17%
LWP
1719
Lumature Wealth Partners
Georgia
$1.58M +$611K +2,069 +56%
MIM
1720
MTM Investment Management
South Carolina
$1.58M -$283K -958 -15%
RFG
1721
Range Financial Group
Oregon
$1.58M +$38.1K +129 +2%
CQS
1722
Credential Qtrade Securities
$1.57M +$65.5K +222 +4%
NL
1723
NWAM LLC
Washington
$1.57M -$6.2K -21 -0.4%
SI
1724
Scharf Investments
California
$1.57M -$86.5K -293 -5%
CBA
1725
Coastal Bridge Advisors
Connecticut
$1.57M +$40.2K +136 +2%
67 68
69
70 71