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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1551
Strategic Investment Advisors
Michigan
$854K +$68K +1,571 +7%
SSG
1552
Summit Securities Group
New York
$853K -$914K -21,127 -48%
CQS
1553
Credential Qtrade Securities
$853K +$978K +22,610 +12,423%
DBRC
1554
D.B. Root & Company
Pennsylvania
$852K +$66.4K +1,534 +7%
RWP
1555
Ridgecrest Wealth Partners
California
$851K – – –
EFSCE
1556
Enterprise Financial Services Corp (EFSC)
Missouri
$850K +$56.7K +1,310 +6%
BTWM
1557
Baker Tilly Wealth Management
Wisconsin
$848K +$10.8K +250 +1%
IAMOG
1558
Investors Asset Management of Georgia
Georgia
$847K -$41K -948 -4%
BA
1559
Bivin & Associates
Oklahoma
$845K -$77.4K -1,788 -7%
SBL
1560
Sargent Bickham Lagudis
Colorado
$843K -$13.9K -321 -1%
CC
1561
Clearline Capital
New York
$843K – – –
TB
1562
Terril Brothers
Missouri
$842K – – –
CG
1563
Corundum Group
Colorado
$841K +$90K +2,080 +10%
CFO
1564
Colony Family Offices
North Carolina
$838K +$969K +22,400 New
BLC
1565
Brown, Lisle/Cummings
Rhode Island
$836K +$17K +394 +2%
JWBC
1566
John W. Bristol & Co
New York
$836K – – –
LCM
1567
Liberty Capital Management
Michigan
$835K -$7.79K -180 -0.8%
TWA
1568
TCI Wealth Advisors
Arizona
$835K +$2.94K +68 +0.3%
PIA
1569
Perennial Investment Advisors
California
$835K +$54.6K +1,262 +6%
OIM
1570
Orca Investment Management
Oregon
$834K +$11.1K +257 +1%
LJAC
1571
L.J. Altfest & Co
New York
$834K +$165K +3,819 +21%
DG
1572
DMC Group
Alabama
$830K +$298K +6,897 +44%
ECM
1573
Exchange Capital Management
Michigan
$829K -$65.9K -1,523 -6%
CA
1574
Continuum Advisory
Idaho
$829K -$28.4K -657 -3%
MWM
1575
Minot Wealth Management
Massachusetts
$828K -$228K -5,280 -19%
61 62
63
64 65