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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1026
Xcel Wealth Management
Florida
$2.63M -$215K -3,395 -8%
CP
1027
Cumberland Partners
Ontario, Canada
$2.63M -$2.91M -45,875 -52%
AF
1028
Allworth Financial
California
$2.62M -$40.4K -638 -2%
DPIM
1029
Duff & Phelps Investment Management
Illinois
$2.62M – – –
TA
1030
Tectonic Advisors
Texas
$2.62M +$275K +4,337 +12%
GC
1031
Gratus Capital
Georgia
$2.62M -$3.37M -53,091 -56%
CI
1032
CX Institutional
Indiana
$2.62M +$462K +7,284 +21%
PCA
1033
Providence Capital Advisors
North Carolina
$2.62M +$89.9K +1,418 +4%
AWM
1034
Axxcess Wealth Management
California
$2.61M +$98.4K +1,553 +4%
CCB
1035
Country Club Bank
Missouri
$2.6M +$7.1K +112 +0.3%
NWM
1036
NEIRG Wealth Management
Massachusetts
$2.6M +$1.28M +20,202 +95%
FMB
1037
Field & Main Bank
Kentucky
$2.6M – – –
CG
1038
Cutler Group
California
$2.59M +$2.54M +40,089 +3,573%
RWM
1039
Ritholtz Wealth Management
New York
$2.59M +$319K +5,040 +14%
CF
1040
Centaurus Financial
California
$2.58M -$336K -5,302 -11%
RMAM
1041
Raab & Moskowitz Asset Management
New Jersey
$2.58M -$6.78K -107 -0.3%
SWM
1042
Sugarloaf Wealth Management
Georgia
$2.58M +$8.68K +137 +0.3%
HIP
1043
HUB Investment Partners
Texas
$2.54M +$175K +2,765 +7%
IP
1044
Ignite Planners
California
$2.53M -$376K -5,938 -13%
AT
1045
Arden Trust
Delaware
$2.53M -$296K -4,664 -10%
AMC
1046
Asset Management Corp
Illinois
$2.52M -$76.5K -1,207 -3%
ICG
1047
InterOcean Capital Group
Tennessee
$2.52M +$487K +7,676 +24%
RIM
1048
Regent Investment Management
Kentucky
$2.52M -$84.9K -1,340 -3%
WA
1049
WESPAC Advisors
California
$2.52M +$911K +14,375 +56%
AFA
1050
Abacus FCF Advisors
Florida
$2.52M -$360K -5,686 -12%
40 41
42
43 44