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Name Holding Trade Value Shares
Change 		Change in
Stake
TCB
1801
Texas Capital Bancshares
Texas
$770K +$75.1K +209 +11%
TWM
1802
Thrive Wealth Management
Pennsylvania
$768K +$98.9K +275 +15%
WAM
1803
Werlinich Asset Management
Connecticut
$768K -$56.4K -157 -7%
IIM
1804
Ipswich Investment Management
Massachusetts
$767K -$89.9K -250 -10%
GWA
1805
GGM Wealth Advisors
Maryland
$764K +$755K +2,100 New
GWSG
1806
GPS Wealth Strategies Group
Colorado
$761K -$43.5K -121 -5%
DJSG
1807
D.J. St. Germain
Massachusetts
$759K – – –
EGA
1808
E&G Advisors
Texas
$759K – – –
AIS
1809
American Investment Services
Massachusetts
$758K +$1.08K +3 +0.1%
GVAG
1810
Great Valley Advisor Group
Delaware
$757K +$77.7K +216 +11%
I
1811
INVST
Indiana
$751K -$7.19K -20 -0.9%
AB
1812
Atlas Brown
Kentucky
$751K +$6.11K +17 +0.8%
BIM
1813
Baldwin Investment Management
Pennsylvania
$750K – – –
SWM
1814
Scissortail Wealth Management
Oklahoma
$750K – – –
BIA
1815
Bigelow Investment Advisors
Maine
$748K +$3.95K +11 +0.5%
EP
1816
Eudaimonia Partners
Tennessee
$746K +$751K +2,088 New
PCG
1817
Private Capital Group
Connecticut
$745K -$7.55K -21 -1%
CMI
1818
Clare Market Investments
Texas
$745K -$34.5K -96 -4%
PCP
1819
Proficio Capital Partners
Massachusetts
$744K -$249K -693 -25%
AC
1820
Avestar Capital
New York
$744K +$164K +455 +28%
BFS
1821
Baskin Financial Services
Ontario, Canada
$742K – – –
WKWM
1822
Walter & Keenan Wealth Management
Indiana
$740K +$359 +1 +0%
PL
1823
Plancorp LLC
Missouri
$738K -$19.4K -54 -3%
QC
1824
Quent Capital
New York
$737K +$278K +774 +60%
CWM
1825
Cahill Wealth Management
Michigan
$736K +$741K +2,061 New
71 72
73
74 75