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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1776
MinichMacGregor Wealth Management
New York
$208K +$864 +20 +0.4%
FAG
1777
Financial Advisory Group
Texas
$207K -$864 -20 -0.4%
CAM
1778
Concorde Asset Management
Michigan
$206K -$15.3K -354 -7%
MKC
1779
M. Kraus & Co
Vermont
$204K -$17.3K -400 -8%
ACM
1780
AlphaStar Capital Management
North Carolina
$203K +$200K +4,621 New
BCIM
1781
Bishop & Co Investment Management
Pennsylvania
$203K +$200K +4,635 New
OFW
1782
Omnia Family Wealth
Florida
$202K -$13.3K -309 -6%
ATFA
1783
All Terrain Financial Advisors
Minnesota
$202K +$198K +4,595 New
GC
1784
Gilbert & Cook
Iowa
$202K +$199K +4,603 New
TVWM
1785
Tower View Wealth Management
Wisconsin
$201K +$691 +16 +0.3%
CLM
1786
ClearBridge LLC (Maryland)
Maryland
$201K +$60.5K +1,400 +44%
GWCM
1787
Godshalk Welsh Capital Management
Pennsylvania
$200K +$197K +4,550 New
SMFS
1788
Squar Milner Financial Services
California
$196K +$193K +4,476 New
PK
1789
Pflug Koory
Nebraska
$189K +$8.64K +200 +5%
CFD
1790
Creative Financial Designs
Indiana
$178K -$9.24K -214 -5%
1IA
1791
1834 Investment Advisors
Wisconsin
$178K – – –
CAGAS
1792
Capital Advisory Group Advisory Services
Minnesota
$177K -$19.5K -452 -10%
CWM
1793
Catamount Wealth Management
Connecticut
$176K -$173 -4 -0.1%
LF
1794
Lee Financial
Texas
$174K +$9.76K +226 +6%
BEAM
1795
Baker Ellis Asset Management
Washington
$171K – – –
CPA
1796
Clear Perspective Advisors
Illinois
$170K – – –
EAM
1797
Exane Asset Management
France
$169K +$124K +2,868 +291%
PCP
1798
Proficio Capital Partners
Massachusetts
$165K -$3.2K -74 -2%
GFP
1799
Gryphon Financial Partners
Ohio
$160K +$10.7K +248 +7%
AIM
1800
Advantage Investment Management
Iowa
$155K -$5.53K -128 -3%
70 71
72
73 74