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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1801
Valley Wealth Managers
New Jersey
$597K -$84.7K -1,957 -11%
KFGK
1802
Keystone Financial Group (Kentucky)
Kentucky
$595K -$6.58K -152 -0.9%
TA
1803
Tiedemann Advisors
New York
$595K -$3.68K -85 -0.5%
CAM
1804
Campion Asset Management
Virginia
$595K +$34.8K +805 +5%
T
1805
TOBAM
France
$595K +$51.7K +1,195 +8%
LB
1806
Leo Brokerage
Texas
$594K -$452K -10,451 -40%
NW
1807
Naviter Wealth
Arkansas
$593K +$686K +15,854 New
AC
1808
Avestar Capital
New York
$590K +$146K +3,364 +27%
FFC
1809
First Financial Corp
Indiana
$589K – – –
WSCM
1810
Wellington Shields Capital Management
New York
$588K -$10.8K -250 -2%
FIM
1811
Fruth Investment Management
Texas
$588K -$433 -10 -0.1%
FFG
1812
Frisch Financial Group
New York
$585K +$3.94K +91 +0.6%
GA
1813
GoalVest Advisory
New York
$585K +$346K +7,993 +101%
TIA
1814
Traphagen Investment Advisors
New Jersey
$583K +$13.3K +308 +2%
CWA
1815
CM Wealth Advisors
Ohio
$582K +$673K +15,556 New
WMA
1816
Wealth Management Associates
New Jersey
$581K -$31.8K -736 -5%
SFI
1817
SPC Financial Inc
Maryland
$581K +$26K +600 +4%
TIM
1818
Thompson Investment Management
Wisconsin
$581K +$45K +1,040 +7%
IP
1819
Investment Partners
Ohio
$580K +$28.7K +663 +4%
FIM
1820
Freedom Investment Management
Connecticut
$579K +$116K +2,685 +21%
OWP
1821
Obermeyer Wealth Partners
Colorado
$578K -$11.9K -275 -2%
CA
1822
CoreCap Advisors
Michigan
$577K -$6.92K -160 -1%
MPPLM
1823
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$577K +$38.2K +882 +6%
HPWM
1824
Highland Private Wealth Management
Washington
$575K -$28.2K -652 -4%
B
1825
Bellecapital
Switzerland
$574K +$254K +5,882 +62%
71 72
73
74 75