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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1701
Exchange Capital Management
Michigan
$380K -$12.5K -255 -3%
PAM
1702
Private Asset Management
California
$379K – – –
CP
1703
Covenant Partners
Tennessee
$378K – – –
PCFFS
1704
Pacific Center for Financial Services
California
$378K – – –
SW
1705
SlateStone Wealth
Florida
$378K +$12.4K +252 +4%
PPP
1706
Private Portfolio Partners
New Jersey
$378K +$57.1K +1,165 +19%
SWA
1707
Stratos Wealth Advisors
Ohio
$377K +$57.2K +1,168 +19%
PWM
1708
Paulson Wealth Management
Illinois
$374K +$13.2K +269 +4%
ACM
1709
Advisors Capital Management
New Jersey
$373K +$359K +7,330 New
NFG
1710
Nadler Financial Group
Illinois
$372K +$8.58K +175 +2%
FANJ
1711
Financial Architects (New Jersey)
New Jersey
$371K -$59.6K -1,216 -14%
BOS
1712
Bank of Stockton
California
$371K – – –
ACM
1713
AlphaStar Capital Management
North Carolina
$370K +$78.9K +1,609 +28%
HWA
1714
HCR Wealth Advisors
California
$369K +$11.4K +233 +3%
PWAG
1715
Polaris Wealth Advisory Group
California
$369K +$73.5K +1,500 +27%
CAM
1716
Close Asset Management
United Kingdom
$368K +$220K +4,484 +163%
TRAM
1717
Tuscan Ridge Asset Management
Illinois
$367K -$863K -17,600 -71%
VNB
1718
Virginia National Bank
Virginia
$366K – – –
LWS
1719
Lucia Wealth Services
California
$365K – – –
AWP
1720
Ascent Wealth Partners
New York
$365K +$8.53K +174 +2%
AI
1721
Accredited Investors
Minnesota
$364K -$9.8K -200 -3%
BKA
1722
Brick & Kyle Associates
Pennsylvania
$364K – – –
VCM
1723
Vivaldi Capital Management
Illinois
$364K +$3.92K +80 +1%
KFA
1724
Kelleher Financial Advisors
New York
$363K +$350K +7,134 New
BAM
1725
Bruderman Asset Management
New York
$362K -$460K -9,376 -57%
67 68
69
70 71