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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
2576
Select Asset Management & Trust
Pennsylvania
$533K -$23.9K -48 -4%
MWP
2577
Madison Wealth Partners
Wisconsin
$532K +$112K +224 +28%
AA
2578
Argent Advisors
Louisiana
$531K +$516K +1,034 New
WSFG
2579
Wall Street Financial Group
Illinois
$530K +$87.3K +175 +20%
LWM
2580
Liberty Wealth Management
California
$529K – – –
CRA
2581
Clear Retirement Advice
California
$528K – – –
VCM
2582
Virtue Capital Management
Tennessee
$528K -$8.97K -18 -2%
GAM
2583
Grandview Asset Management
Pennsylvania
$528K -$9.47K -19 -2%
VCP
2584
Verus Capital Partners
Arizona
$528K +$49.4K +99 +11%
DTL
2585
Dynamic Technology Lab
Singapore
$527K +$512K +1,027 New
M
2586
MATAURO
New York
$526K -$2.49K -5 -0.5%
MWM
2587
Mindset Wealth Management
Indiana
$525K -$24.4K -49 -5%
MCM
2588
Mainstream Capital Management
California
$525K -$71.3K -143 -12%
CPA
2589
Clear Point Advisors
New York
$524K – – –
CFMC
2590
Curbstone Financial Management Corp
New Hampshire
$524K +$509K +1,020 New
WSA
2591
Warm Springs Advisors
California
$523K – – –
CMAI
2592
Capital Management Associates Inc
Minnesota
$522K -$2.99K -6 -0.6%
WCFA
2593
Walkner Condon Financial Advisors
Wisconsin
$522K +$499 +1 +0.1%
CNBOF
2594
City National Bank of Florida
Florida
$522K +$92.7K +186 +22%
VC
2595
Vicus Capital
Pennsylvania
$521K -$24.4K -49 -5%
PG
2596
Proffitt & Goodson
Tennessee
$521K +$128K +257 +34%
DP
2597
DDD Partners
Washington
$520K +$505K +1,013 New
MPW
2598
Magnolia Private Wealth
Pennsylvania
$520K +$25.4K +51 +5%
DW
2599
Durante & Waters
New York
$520K – – –
PCMNC
2600
Piedmont Capital Management (North Carolina)
North Carolina
$520K +$20.4K +41 +4%
102 103
104
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