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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1776
Private Capital Group
Connecticut
$729K -$521K -1,492 -42%
CRWM
1777
Castle Rock Wealth Management
California
$729K +$67.7K +194 +11%
EGA
1778
E&G Advisors
Texas
$729K +$86.9K +249 +14%
WCM
1779
Weld Capital Management
New York
$727K +$712K +2,041 New
PWA
1780
Providence Wealth Advisors
Illinois
$725K +$37.3K +107 +6%
BCM
1781
Becker Capital Management
Oregon
$725K +$234K +670 +49%
FHC
1782
First Horizon Corporation
Tennessee
$724K -$147K -422 -17%
SGAM
1783
Smith Group Asset Management
Texas
$723K -$8.89M -25,480 -93%
EF
1784
Empowered Funds
Pennsylvania
$723K – – –
AWM
1785
Aberdeen Wealth Management
Illinois
$722K -$62.5K -179 -8%
TNBTD
1786
Trustmark National Bank Trust Department
Mississippi
$717K -$101K -290 -13%
RZH
1787
Relyea Zuckerberg Hanson
Connecticut
$716K +$37K +106 +6%
WMA
1788
Wealth Management Associates
New Jersey
$715K +$9.77K +28 +1%
BGDI
1789
BW Gestao de Investimentos
Brazil
$712K +$698K +2,000 New
VST
1790
Van Strum & Towne
California
$712K – – –
TCM
1791
Tanaka Capital Management
New York
$711K +$101K +290 +17%
CM
1792
Capula Management
Cayman Islands
$711K +$132K +377 +23%
HWM
1793
Howard Wealth Management
Connecticut
$709K +$3.49K +10 +0.5%
PMA
1794
Prudent Man Advisors
Illinois
$709K +$23.4K +67 +3%
PIM
1795
Perpetual Investment Management
Australia
$709K +$164K +470 +31%
CCC
1796
Chelsea Counsel Company
California
$709K +$203K +583 +41%
CSWG
1797
Cardinal Strategic Wealth Guidance
Kentucky
$707K -$10.1K -29 -1%
MFG
1798
Monumental Financial Group
Maryland
$706K +$692K +1,982 New
DA
1799
Detalus Advisors
Missouri
$705K -$8.72K -25 -1%
KFP
1800
KB Financial Partners
New Jersey
$702K +$688K +1,972 New
70 71
72
73 74