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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1826
Triangle Securities Wealth Management
North Carolina
$573K -$83.5K -1,929 -11%
HCP
1827
Holt Capital Partners
Texas
$572K -$191K -4,415 -22%
GCA
1828
Gradient Capital Advisors
California
$572K +$18.4K +425 +3%
PWA
1829
Phoenix Wealth Advisors
North Carolina
$572K +$55.1K +1,273 +9%
SMH
1830
Sanders Morris Harris
Texas
$571K – – –
TCM
1831
Triumph Capital Management
Colorado
$570K +$81.9K +1,893 +14%
HC
1832
Hourglass Capital
Texas
$569K +$52.5K +1,213 +9%
CA
1833
Commerzbank Aktiengesellschaft
Germany
$568K -$91.7K -2,120 -12%
MSFS
1834
Main Street Financial Solutions
Pennsylvania
$568K -$26K -601 -4%
CWM
1835
Connecticut Wealth Management
Connecticut
$567K +$76.1K +1,760 +13%
RHBC
1836
R.H. Bluestein & Co
Michigan
$561K -$21.6K -500 -3%
WA
1837
Waverly Advisors
Alabama
$561K -$5.19K -120 -0.8%
PAIM
1838
Punch & Associates Investment Management
Minnesota
$561K +$5.88K +136 +0.9%
6F
1839
626 Financial
Michigan
$559K +$87 +2 +0%
SWMP
1840
Signature Wealth Management Partners
New Jersey
$558K -$94.6K -2,186 -13%
PCM
1841
Pennsylvania Capital Management
Pennsylvania
$556K -$48.4K -1,118 -7%
SAM
1842
Synergy Asset Management
Washington
$556K -$4.11K -95 -0.6%
CMI
1843
Clare Market Investments
Texas
$554K -$374K -8,640 -37%
AMBIA
1844
Allen Mooney & Barnes Investment Advisors
Georgia
$553K -$14.8K -341 -2%
AWM
1845
Aberdeen Wealth Management
Illinois
$553K -$2.16K -50 -0.3%
BPWM
1846
Badgley Phelps Wealth Managers
Washington
$553K +$5.75K +133 +0.9%
SCFS
1847
S.C. Financial Services
Arizona
$552K +$74.1K +1,712 +13%
NAMP
1848
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$549K +$22.9K +530 +4%
WCA
1849
Waypoint Capital Advisors
Minnesota
$549K +$51.6K +1,192 +9%
CWA
1850
Clearview Wealth Advisors
Oregon
$547K +$31.4K +725 +5%
72 73
74
75 76