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Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1601
Personal CFO Solutions
New Jersey
$907K +$15.2K +245 +2%
PWM
1602
Palumbo Wealth Management
New York
$903K +$26.2K +422 +3%
HC
1603
Hendley & Co
Ohio
$902K -$6.21K -100 -0.6%
HCWM
1604
Harrison & Co Wealth Management
Virginia
$900K -$71.3K -1,148 -7%
LIM
1605
Lathrop Investment Management
Arkansas
$898K -$3.85K -62 -0.4%
BW
1606
Bison Wealth
Georgia
$895K +$7.27K +117 +0.7%
YIH
1607
Y-Intercept (HK)
Hong Kong
$893K +$991K +15,947 New
LA
1608
Lifeworks Advisors
Michigan
$892K -$45.8K -737 -5%
LIA
1609
LS Investment Advisors
Michigan
$892K – – –
ECM
1610
EagleClaw Capital Management
Massachusetts
$892K +$12.4K +200 +1%
IUHSA
1611
Itau Unibanco Holding S.A.
Brazil
$892K +$67.7K +1,090 +7%
HT
1612
HAP Trading
New York
$891K +$988K +15,902 New
AFIA
1613
America First Investment Advisors
Nebraska
$888K – – –
SPFA
1614
Summit Place Financial Advisors
New Jersey
$887K -$14K -225 -1%
MCM
1615
Marathon Capital Management
Maryland
$886K – – –
SCM
1616
Spreng Capital Management
Ohio
$883K – – –
SFFS
1617
Stonehage Fleming Financial Services
Jersey
$882K – – –
KC
1618
Kingfisher Capital
North Carolina
$879K +$126K +2,030 +15%
VWA
1619
V Wealth Advisors
Kansas
$878K -$442K -7,111 -31%
EWA
1620
EverSource Wealth Advisors
Alabama
$878K -$168K -2,702 -15%
SC
1621
Sierra Capital
Florida
$878K +$137K +2,212 +16%
PCMM
1622
Piedmont Capital Management (Montana)
Montana
$876K -$102K -1,644 -10%
LJAC
1623
L.J. Altfest & Co
New York
$876K +$3.79K +61 +0.4%
OPW
1624
Oxler Private Wealth
New York
$876K +$6.59K +106 +0.7%
SNBOSCI
1625
Security National Bank of Sioux City Iowa
Iowa
$872K -$1.24K -20 -0.1%
63 64
65
66 67