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Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1826
Wealth Alliance Advisory Group
Kansas
$815K +$41.7K +746 +6%
CPSAC
1827
Chas P. Smith & Associates (CPS)
Florida
$804K -$20.7K -370 -3%
FBFS
1828
First Business Financial Services
Wisconsin
$804K +$5.88K +105 +0.8%
SMC
1829
Smith, Moore & Co
Missouri
$804K +$18.9K +338 +3%
KCPG
1830
Kavar Capital Partners Group
Kansas
$797K +$56 +1 +0%
RPWA
1831
Regent Peak Wealth Advisors
Georgia
$794K +$743K +13,276 New
FDS
1832
First Dallas Securities
Texas
$793K -$417K -7,449 -36%
WMA
1833
Wealth Management Associates
New Jersey
$792K +$112 +2 +0%
ZB
1834
Zions Bancorporation
Utah
$789K -$77K -1,376 -9%
CYG
1835
Clean Yield Group
Vermont
$789K +$83.9K +1,500 +13%
VAG
1836
VisionPoint Advisory Group
Texas
$781K -$60.9K -1,088 -8%
SFI
1837
SPC Financial Inc
Maryland
$781K -$9.07K -162 -1%
AIIMS
1838
Analyst IMS Investment Management Services
Israel
$781K – – –
AIA
1839
Angeles Investment Advisors
California
$780K +$730K +13,039 New
AIA
1840
AIMZ Investment Advisors
California
$778K -$10.9K -195 -1%
MIM
1841
Miller Investment Management
Pennsylvania
$778K – – –
MPPLM
1842
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$778K +$4.48K +80 +0.6%
DA
1843
Doliver Advisors
Texas
$776K -$44.3K -791 -6%
TCPWM
1844
Traverso Chambers Private Wealth Management
California
$775K +$6.1K +109 +0.8%
PWS
1845
Paragon Wealth Strategies
Florida
$775K +$48.6K +868 +7%
AAM
1846
Autus Asset Management
Arizona
$772K -$29.4K -525 -4%
B
1847
Bellecapital
Switzerland
$772K +$895 +16 +0.1%
CRC
1848
Curi RMB Capital
Illinois
$772K +$11.8K +211 +2%
BLAM
1849
Bourne Lent Asset Management
New York
$771K – – –
GFPC
1850
Global Financial Private Client
Florida
$769K +$719K +12,853 New
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