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Name Holding Trade Value Shares
Change 		Change in
Stake
PIC
2326
Portland Investment Counsel
Ontario, Canada
$718K – – –
AAS
2327
Annex Advisory Services
Wisconsin
$715K -$29K -56 -4%
ACP
2328
Argyle Capital Partners
California
$715K +$703K +1,357 New
PCA
2329
Purkiss Capital Advisors
Connecticut
$714K +$703K +1,357 New
GIP
2330
Granite Investment Partners
California
$712K – – –
BTWM
2331
Baker Tilly Wealth Management
Wisconsin
$712K -$3.62K -7 -0.5%
CPSAC
2332
Chas P. Smith & Associates (CPS)
Florida
$709K – – –
LF
2333
Lantz Financial
Illinois
$708K +$20.7K +40 +3%
GCM
2334
Gallacher Capital Management
Colorado
$707K -$138K -267 -17%
FCB
2335
First County Bank
Connecticut
$705K -$185K -357 -21%
TNA
2336
True North Advisors
Texas
$705K +$32.1K +62 +5%
GWM
2337
Gitterman Wealth Management
New Jersey
$705K +$693K +1,338 New
LA
2338
Latitude Advisors
Florida
$704K -$13.5K -26 -2%
CHP
2339
Cable Hill Partners
Oregon
$703K -$16.6K -32 -2%
RP
2340
Rice Partnership
Hawaii
$703K -$696K -1,345 -50%
FFG
2341
Floyd Financial Group
Missouri
$700K +$719K +1,388 New
MC
2342
Matisse Capital
Oregon
$699K – – –
PWM
2343
Proathlete Wealth Management
Florida
$695K +$1.03K +2 +0.2%
CCA
2344
Coign Capital Advisors
Utah
$694K +$682K +1,318 New
BW
2345
Bison Wealth
Georgia
$693K -$2.29M -4,429 -77%
MCWA
2346
Meadow Creek Wealth Advisors
Georgia
$693K +$15K +29 +2%
CIP
2347
Convergence Investment Partners
Florida
$692K +$4.66K +9 +0.7%
PPWM
2348
Paragon Private Wealth Management
Kentucky
$692K +$73.5K +142 +12%
HKIM
2349
Hayek Kallen Investment Management
Alabama
$691K -$12.9K -25 -2%
T
2350
TOBAM
France
$690K -$21.2K -41 -3%
92 93
94
95 96