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Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
2101
Silicon Valley Capital Partners
California
$839K -$65.6K -238 -8%
PPG
2102
Peak Planning Group
Colorado
$839K +$56.5K +205 +8%
SIC
2103
Sigma Investment Counselors
Michigan
$838K -$6.06K -22 -0.8%
NERM
2104
New England Research & Management
Illinois
$834K – – –
DIG
2105
DeepCurrents Investment Group
New York
$831K +$750K +2,720 New
FFWA
2106
FRG Family Wealth Advisors
Washington
$830K +$365K +1,325 +95%
SDWMA
2107
Schneider Downs Wealth Management Advisors
Pennsylvania
$824K +$744K +2,701 New
ACM
2108
AUA Capital Management
Pennsylvania
$823K – – –
IRAG
2109
Investment Research & Advisory Group
Georgia
$821K -$87.4K -317 -11%
CWM
2110
Circle Wealth Management
New Jersey
$817K +$112K +406 +18%
BB
2111
Bell Bank
North Dakota
$814K -$22.3K -81 -3%
MCA
2112
Mercer Capital Advisers
New Jersey
$814K +$9.65K +35 +1%
FIM
2113
Fernwood Investment Management
Massachusetts
$811K +$54.3K +197 +8%
HIP
2114
HUB Investment Partners
Texas
$811K +$266K +966 +57%
PWM
2115
Paulson Wealth Management
Illinois
$810K +$61.2K +222 +10%
FMT
2116
First Mercantile Trust
Tennessee
$810K +$325K +1,180 +80%
SFG
2117
Sowa Financial Group
Rhode Island
$809K – – –
CAM
2118
Concorde Asset Management
Michigan
$808K +$18.2K +66 +3%
AWM
2119
Absher Wealth Management
North Carolina
$807K +$83.5K +303 +13%
TCM
2120
Tributary Capital Management
Nebraska
$806K -$13.8K -50 -2%
BCM
2121
Birmingham Capital Management
Alabama
$801K – – –
ISWM
2122
Independent Solutions Wealth Management
New York
$801K +$25.4K +92 +4%
WSC
2123
Wellington Shields & Co
New York
$800K -$25.1K -91 -3%
APG
2124
Abacus Planning Group
South Carolina
$798K +$17.9K +65 +3%
TFA
2125
Trinity Financial Advisors
Ohio
$796K -$21.5K -78 -3%
83 84
85
86 87