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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
951
Triumph Capital Management
Colorado
$839K +$392K +15,705 +78%
CT
952
Chicago Trust
Illinois
$838K -$312K -12,490 -26%
LI
953
LMCG Investments
Massachusetts
$838K -$26.3K -1,053 -3%
CCFM
954
Clear Creek Financial Management
Washington
$834K -$7.67K -307 -0.9%
AAM
955
Azzad Asset Management
Virginia
$833K +$24.9K +998 +3%
TWM
956
TCFG Wealth Management
California
$832K +$886K +35,468 New
FWM
957
Forza Wealth Management
Florida
$824K +$32.5K +1,300 +4%
CHAM
958
Clear Harbor Asset Management
Connecticut
$822K -$115K -4,610 -12%
PIM
959
Profit Investment Management
Maryland
$818K – – –
SWM
960
Spire Wealth Management
Virginia
$818K -$64.2K -2,570 -7%
NCM
961
NCM Capital Management
New Jersey
$809K -$22.4K -897 -3%
EDRH
962
Edmond de Rothschild Holding
Switzerland
$804K -$31.5K -1,260 -4%
PS
963
Principal Securities
Iowa
$799K -$1.35M -53,947 -61%
MMG
964
Monetary Management Group
Missouri
$799K +$106K +4,250 +14%
AA
965
Ancora Advisors
Ohio
$798K -$695K -27,818 -45%
RSWM
966
Robertson Stephens Wealth Management
California
$796K -$251K -10,036 -23%
BFC
967
Bedel Financial Consulting
Indiana
$795K +$17.9K +718 +2%
RPCONE
968
Retirement Planning Company of New England
Rhode Island
$794K +$113K +4,513 +15%
BI
969
Ballast Inc
Kentucky
$794K +$80.6K +3,228 +11%
KIA
970
KCM Investment Advisors
California
$793K -$230K -9,199 -21%
AUB
971
Atlantic Union Bankshares
Virginia
$791K -$1.71M -68,361 -67%
NCM
972
Northwest Capital Management
Oregon
$790K -$33.2K -1,330 -4%
MMA
973
Miracle Mile Advisors
California
$789K -$3.23M -129,325 -79%
ST
974
Smithfield Trust
Pennsylvania
$789K -$77.3K -3,095 -8%
CCM
975
Chickasaw Capital Management
Tennessee
$789K – – –
37 38
39
40 41