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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1676
Perigon Wealth Management
California
$874K -$49.9K -145 -5%
CT
1677
Clearstead Trust
Maine
$869K – – –
PCM
1678
Pointe Capital Management
Michigan
$869K – – –
BM
1679
Brandywine Managers
Delaware
$868K +$947K +2,750 New
MCC
1680
Money Concepts Capital
Florida
$866K -$620K -1,800 -40%
RWB
1681
RMR Wealth Builders
New Jersey
$866K -$344K -998 -27%
BTI
1682
Blue Trust Inc
Georgia
$866K +$834K +2,423 New
CFM
1683
Coronation Fund Managers
South Africa
$865K -$34.1K -99 -3%
DA
1684
DCM Advisors
New York
$865K +$696K +2,021 +281%
JGC
1685
J. Goldman & Co
New York
$865K +$944K +2,742 New
MW
1686
Marcum Wealth
Ohio
$864K +$65.1K +189 +7%
RMC
1687
Resources Management Corp
Connecticut
$863K -$1.72K -5 -0.2%
SFS
1688
Stiles Financial Services
Minnesota
$862K -$13.1K -38 -1%
LWAM
1689
Legacy Wealth Asset Management
Minnesota
$859K +$5.17K +15 +0.6%
SG
1690
StoneX Group
New York
$857K +$189K +549 +25%
JFGIW
1691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$856K -$56.8K -165 -6%
LWM
1692
Loveless Wealth Management
Montana
$854K +$24.8K +72 +3%
VPI
1693
Value Partners Investments
Manitoba, Canada
$854K +$90.2K +262 +11%
NW
1694
Naviter Wealth
Arkansas
$854K +$932K +2,707 New
TCOT
1695
Trust Company of Toledo
Ohio
$853K -$6.2K -18 -0.7%
CCA
1696
Childress Capital Advisors
Texas
$853K +$39.6K +115 +4%
CWAG
1697
Compton Wealth Advisory Group
Virginia
$849K +$672K +1,952 +264%
HC
1698
Hamilton Capital
Ohio
$847K -$71.6K -208 -7%
BCM
1699
Brooktree Capital Management
Michigan
$844K -$1.02M -2,967 -53%
SDWMA
1700
Schneider Downs Wealth Management Advisors
Pennsylvania
$844K -$14.8K -43 -2%
66 67
68
69 70