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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1776
Merriman Wealth Management
Washington
$795K +$273K +5,581 +54%
VBCG
1777
Valley Brook Capital Group
Pennsylvania
$795K +$780K +15,975 New
ICG
1778
InterOcean Capital Group
Tennessee
$789K +$774K +15,846 New
GBT
1779
Grove Bank & Trust
Florida
$787K +$56.5K +1,157 +8%
SP
1780
Successful Portfolios
Florida
$785K -$54.7K -1,121 -7%
SWMP
1781
Signature Wealth Management Partners
New Jersey
$785K +$769K +15,749 New
MA
1782
MONECO Advisors
Connecticut
$783K -$122K -2,507 -15%
BL
1783
Balentine LLC
Georgia
$782K +$116K +2,384 +18%
QI
1784
Qtron Investments
Massachusetts
$781K -$269K -5,510 -26%
COF
1785
Capital One Financial
Virginia
$781K -$76.9K -1,575 -9%
TCPWM
1786
Traverso Chambers Private Wealth Management
California
$780K -$14.4K -295 -2%
HSWM
1787
Hubbell Strickland Wealth Management
Louisiana
$780K -$9.82K -201 -1%
VCM
1788
Virtue Capital Management
Tennessee
$777K -$271K -5,546 -26%
NA
1789
Navellier & Associates
Nevada
$777K – – –
LCS
1790
Levin Capital Strategies
New York
$777K +$122K +2,500 +19%
MC
1791
Matisse Capital
Oregon
$775K +$25.2K +517 +3%
OGC
1792
One68 Global Capital
New York
$775K +$767K +15,701 New
WA
1793
Wealth Alliance
New York
$773K -$38.9K -796 -5%
CCFM
1794
Clear Creek Financial Management
Washington
$773K +$759K +15,533 New
SFG
1795
SNS Financial Group
Minnesota
$770K -$314K -6,424 -29%
BWM
1796
Birchcreek Wealth Management
Ohio
$770K +$755K +15,465 New
GTAM
1797
Global Trust Asset Management
Florida
$769K +$8.55K +175 +1%
MG
1798
Mather Group
Illinois
$769K +$149K +3,046 +25%
PAIM
1799
Punch & Associates Investment Management
Minnesota
$766K -$28.6K -585 -4%
AWM
1800
Aberdeen Wealth Management
Illinois
$766K +$26K +533 +4%
70 71
72
73 74