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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1501
Prestige Wealth Management Group
New Jersey
$1.12M +$32.1K +536 +3%
CWM
1502
Calamos Wealth Management
Illinois
$1.11M -$7.77M -129,542 -87%
NHT
1503
New Hampshire Trust
New Hampshire
$1.11M -$60.4K -1,007 -5%
MIC
1504
Means Investment Company
Maine
$1.11M +$2.46K +41 +0.2%
BCP
1505
Berkeley Capital Partners
Georgia
$1.11M +$5.58K +93 +0.5%
CAC
1506
Core Alternative Capital
Georgia
$1.1M +$293K +4,887 +33%
SWM
1507
Segment Wealth Management
Texas
$1.1M +$60.2K +1,003 +5%
LAS
1508
Lloyd Advisory Services
Georgia
$1.09M +$1.17M +19,557 New
NG
1509
Norden Group
Utah
$1.09M +$1.17M +19,557 New
MTIC
1510
Missouri Trust & Investment Company
Missouri
$1.09M +$681K +11,353 +139%
ONST
1511
Old North State Trust
North Carolina
$1.09M -$20.7K -345 -2%
MMG
1512
Monetary Management Group
Missouri
$1.09M -$6K -100 -0.5%
HNWAG
1513
High Net Worth Advisory Group
Florida
$1.09M -$62.6K -1,043 -5%
LHC
1514
Little House Capital
Massachusetts
$1.09M +$49.1K +819 +4%
AT
1515
Arden Trust
Delaware
$1.09M -$234K -3,905 -17%
HIA
1516
Harbor Investment Advisory
Maryland
$1.08M +$30.6K +511 +3%
KIC
1517
Keating Investment Counselors
Florida
$1.07M +$36K +600 +3%
CFD
1518
Creative Financial Designs
Indiana
$1.07M +$830K +13,842 +260%
T
1519
TOBAM
France
$1.07M -$89.9K -1,499 -7%
DWT
1520
Dorsey & Whitney Trust
South Dakota
$1.06M -$551K -9,187 -33%
WCM
1521
Windsor Capital Management
Arizona
$1.06M +$720 +12 +0.1%
ECM
1522
Exchange Capital Management
Michigan
$1.06M -$105K -1,754 -8%
PCS
1523
Personal CFO Solutions
New Jersey
$1.06M +$56K +934 +5%
AT
1524
American Trust
Kentucky
$1.06M -$282K -4,701 -20%
FPAS
1525
Focus Partners Advisor Solutions
Missouri
$1.06M +$597K +9,949 +112%
59 60
61
62 63