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Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1001
Sigma Planning Corp
Michigan
$415K +$26.2K +84 +6%
CA
1002
Claro Advisors
Massachusetts
$415K +$132K +422 +41%
SC
1003
Stephens Consulting
Michigan
$415K – – –
PP
1004
Patron Partners
Texas
$412K +$28.7K +92 +7%
TCOO
1005
Trust Company of Oklahoma
Oklahoma
$410K – – –
VFA
1006
Valeo Financial Advisors
Indiana
$410K -$153K -490 -26%
AWM
1007
AllSquare Wealth Management
New York
$408K – – –
MG
1008
Mather Group
Illinois
$408K +$39.7K +127 +10%
GWM
1009
GDS Wealth Management
Texas
$406K – – –
GDP
1010
Great Diamond Partners
Maine
$406K +$19.4K +62 +5%
TIA
1011
Tiemann Investment Advisors
California
$403K -$7.81K -25 -2%
SOAMC
1012
Spirit of America Management Corp
New York
$403K – – –
QTM
1013
qPULA Trading Management
New York
$403K +$437K +1,400 New
MW
1014
Marcum Wealth
Ohio
$401K +$5.62K +18 +1%
FF
1015
FourThought Financial
Florida
$399K -$19.1K -61 -4%
AF
1016
Alerus Financial
North Dakota
$398K -$525K -1,681 -55%
CWM
1017
Congress Wealth Management
Massachusetts
$397K -$42.2K -135 -9%
V
1018
VeraBank
Texas
$394K – – –
SIC
1019
Salem Investment Counselors
North Carolina
$392K +$40.9K +131 +11%
CI
1020
CX Institutional
Indiana
$389K -$19.1K -61 -4%
PWMAG
1021
Pinnacle Wealth Management Advisory Group
New Jersey
$389K +$168K +538 +66%
SSW
1022
Smith Shellnut Wilson
Mississippi
$388K -$42.8K -137 -9%
ACM
1023
Advisors Capital Management
New Jersey
$388K -$3.75K -12 -0.9%
FAIM
1024
Financial Advocates Investment Management
Washington
$384K -$64K -205 -13%
SWM
1025
Spire Wealth Management
Virginia
$382K -$24.4K -78 -6%
39 40
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