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Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
1626
Investment Research & Advisory Group
Georgia
$2.4M -$93.6K -363 -4%
JSC
1627
Jackson Square Capital
California
$2.39M +$79.4K +308 +3%
PAA
1628
Peregrine Asset Advisers
Oregon
$2.39M +$1.74M +6,746 +283%
CWM
1629
Cordatus Wealth Management
Pennsylvania
$2.39M +$2.35M +9,125 New
UFF
1630
USA Financial Formulas
Michigan
$2.39M -$2.57M -9,963 -52%
RBFC
1631
Roman Butler Fullerton & Co
Missouri
$2.39M +$1.8K +7 +0.1%
HR
1632
Hayden Royal
North Carolina
$2.38M -$52.1K -202 -2%
PWPS
1633
Pinnacle Wealth Planning Services
Ohio
$2.37M +$58.3K +226 +3%
CWP
1634
Capital Wealth Planning
Florida
$2.37M -$57.5K -223 -2%
BWCS
1635
Beirne Wealth Consulting Services
Connecticut
$2.37M +$1.77M +6,853 +314%
RMC
1636
Resources Management Corp
Connecticut
$2.36M +$72.7K +282 +3%
HBWM
1637
Hollow Brook Wealth Management
New York
$2.35M +$136K +528 +6%
SAM
1638
Selway Asset Management
$2.34M – – –
GL
1639
Graypoint LLC
New York
$2.33M -$40K -155 -2%
CIAS
1640
Capital Investment Advisory Services
North Carolina
$2.33M -$481K -1,865 -17%
TPWA
1641
TRUE Private Wealth Advisors
Oregon
$2.33M -$143K -554 -6%
IFA
1642
Interactive Financial Advisors
Illinois
$2.33M +$1.63M +6,322 +247%
1WA
1643
180 Wealth Advisors
Washington
$2.32M -$115K -446 -5%
ISWM
1644
Independent Solutions Wealth Management
New York
$2.32M +$535K +2,075 +31%
WCA
1645
Waratah Capital Advisors
Ontario, Canada
$2.32M -$7.25M -28,109 -76%
WCM
1646
Weik Capital Management
Pennsylvania
$2.32M -$43.8K -170 -2%
HIC
1647
Holderness Investments Company
North Carolina
$2.31M -$119K -460 -5%
NAM
1648
NTV Asset Management
West Virginia
$2.31M – – –
QWM
1649
QP Wealth Management
New Jersey
$2.3M -$132K -510 -5%
HCM
1650
HGI Capital Management
New York
$2.3M -$4.38K -17 -0.2%
64 65
66
67 68