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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
2101
Legacy Wealth Asset Management
Minnesota
$842K +$14.6K +53 +2%
SVCP
2102
Silicon Valley Capital Partners
California
$839K -$65.6K -238 -8%
PPG
2103
Peak Planning Group
Colorado
$839K +$56.5K +205 +8%
SIC
2104
Sigma Investment Counselors
Michigan
$838K -$6.06K -22 -0.8%
NERM
2105
New England Research & Management
Illinois
$834K – – –
DIG
2106
DeepCurrents Investment Group
New York
$831K +$750K +2,720 New
FFWA
2107
FRG Family Wealth Advisors
Washington
$830K +$365K +1,325 +95%
SDWMA
2108
Schneider Downs Wealth Management Advisors
Pennsylvania
$824K +$744K +2,701 New
ACM
2109
AUA Capital Management
Pennsylvania
$823K – – –
IRAG
2110
Investment Research & Advisory Group
Georgia
$821K -$87.4K -317 -11%
CWM
2111
Circle Wealth Management
New Jersey
$817K +$112K +406 +18%
BB
2112
Bell Bank
North Dakota
$814K -$22.3K -81 -3%
MCA
2113
Mercer Capital Advisers
New Jersey
$814K +$9.65K +35 +1%
FIM
2114
Fernwood Investment Management
Massachusetts
$811K +$54.3K +197 +8%
HIP
2115
HUB Investment Partners
Texas
$811K +$266K +966 +57%
PWM
2116
Paulson Wealth Management
Illinois
$810K +$61.2K +222 +10%
FMT
2117
First Mercantile Trust
Tennessee
$810K +$325K +1,180 +80%
SFG
2118
Sowa Financial Group
Rhode Island
$809K – – –
CAM
2119
Concorde Asset Management
Michigan
$808K +$18.2K +66 +3%
AWM
2120
Absher Wealth Management
North Carolina
$807K +$83.5K +303 +13%
TCM
2121
Tributary Capital Management
Nebraska
$806K -$13.8K -50 -2%
BCM
2122
Birmingham Capital Management
Alabama
$801K – – –
ISWM
2123
Independent Solutions Wealth Management
New York
$801K +$25.4K +92 +4%
WSC
2124
Wellington Shields & Co
New York
$800K -$25.1K -91 -3%
APG
2125
Abacus Planning Group
South Carolina
$798K +$17.9K +65 +3%
83 84
85
86 87