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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1201
Baron Wealth Management
Michigan
$662K -$10K -22 -1%
CRC
1202
Curi RMB Capital
Illinois
$659K -$333K -731 -32%
MPWT
1203
MassMutual Private Wealth & Trust
Connecticut
$659K +$39.2K +86 +6%
LA
1204
Legacy Advisors
Pennsylvania
$657K +$70.6K +155 +11%
MWM
1205
MorganRosel Wealth Management
Colorado
$654K +$117K +257 +20%
SWM
1206
Shelton Wealth Management
Texas
$653K +$711K +1,560 New
CAM
1207
Cozad Asset Management
Illinois
$652K +$3.65K +8 +0.5%
CIC
1208
Carnegie Investment Counsel
Ohio
$651K -$7.29K -16 -1%
AFA
1209
AA Financial Advisors
Ohio
$649K – – –
OBGC
1210
O'Brien Greene & Co
Pennsylvania
$647K +$15.9K +35 +2%
AA
1211
Alta Advisers
United Kingdom
$646K +$111K +243 +19%
LCWP
1212
Legacy Capital Wealth Partners
Arkansas
$644K -$767K -1,683 -52%
SCTC
1213
Sanibel Captiva Trust Company
Florida
$642K -$9.57K -21 -1%
TNAM
1214
Terra Nova Asset Management
New York
$639K +$34.2K +75 +5%
AAP
1215
Arax Advisory Partners
Colorado
$637K +$364K +798 +110%
SOW
1216
State of Wyoming
Wyoming
$633K +$59.7K +131 +9%
CAMG
1217
CWA Asset Management Group
Florida
$632K -$52.4K -115 -7%
BHA
1218
Beech Hill Advisors
New York
$630K – – –
JIM
1219
Jensen Investment Management
Oregon
$630K – – –
DFG
1220
Delta Financial Group
New Jersey
$630K +$45.6K +100 +7%
CCG
1221
Catalina Capital Group
California
$630K -$62K -136 -8%
EWM
1222
Empirical Wealth Management
Washington
$629K +$79.3K +174 +13%
CP
1223
Covenant Partners
Tennessee
$628K -$377K -827 -36%
AWM
1224
AllSquare Wealth Management
New York
$627K – – –
SPC
1225
Sigma Planning Corp
Michigan
$626K -$4.56K -10 -0.7%
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