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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1876
SP Asset Management
California
$1.01M +$282K +702 +42%
MMM
1877
Mendel Money Management
Illinois
$1.01M +$23.3K +58 +3%
SC
1878
Summa Corp
Texas
$1.01M +$947K +2,357 New
PCH
1879
PGIM Custom Harvest
New Jersey
$1M +$20.5K +51 +2%
WCM
1880
Wallace Capital Management
Texas
$1M – – –
SCM
1881
Seascape Capital Management
New Hampshire
$1M -$25.3K -63 -3%
RIL
1882
Rothschild Investment LLC
Illinois
$1M +$148K +368 +19%
SW
1883
SteelPeak Wealth
California
$997K +$134K +334 +17%
IIM
1884
Ipswich Investment Management
Massachusetts
$996K -$76.3K -190 -8%
EL
1885
Essex LLC
Illinois
$995K -$62.7K -156 -6%
FFWA
1886
FRG Family Wealth Advisors
Washington
$993K +$100K +250 +12%
DWM
1887
Dorchester Wealth Management
Quebec, Canada
$991K – – –
VWM
1888
VCI Wealth Management
Missouri
$991K +$933K +2,323 New
CCA
1889
Childress Capital Advisors
Texas
$990K +$48.2K +120 +5%
PC
1890
Permit Capital
Pennsylvania
$990K -$46.2K -115 -5%
EWM
1891
Empirical Wealth Management
Washington
$989K +$152K +378 +19%
EAM
1892
Evanson Asset Management
California
$985K – – –
CFG
1893
Carr Financial Group
Massachusetts
$984K +$197K +491 +27%
PCP
1894
Proficio Capital Partners
Massachusetts
$984K +$18.1K +45 +2%
RSA
1895
River Street Advisors
Illinois
$981K +$55K +137 +6%
FWM
1896
FFT Wealth Management
Pennsylvania
$980K +$14.1K +35 +2%
PWLP
1897
Prio Wealth Limited Partnership
Massachusetts
$976K +$35K +87 +4%
GDP
1898
Great Diamond Partners
Maine
$974K -$402 -1 -0%
GWSG
1899
GPS Wealth Strategies Group
Colorado
$967K +$27.7K +69 +3%
C
1900
Certuity
Florida
$966K +$1.61K +4 +0.2%
74 75
76
77 78