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Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1876
Marshall Financial Group (Maryland)
Maryland
$1.53M +$148K +594 +9%
RWB
1877
RMR Wealth Builders
New Jersey
$1.53M +$1.13M +4,535 +193%
GIM
1878
Grassi Investment Management
California
$1.53M +$260K +1,041 +18%
CMI
1879
Clare Market Investments
Texas
$1.53M -$3.4M -13,616 -66%
SC
1880
Sierra Capital
Florida
$1.53M +$2.75K +11 +0.2%
AIM
1881
Acropolis Investment Management
Missouri
$1.52M -$131K -526 -7%
CWM
1882
Chesapeake Wealth Management
Virginia
$1.52M +$44K +176 +3%
CFG
1883
Cooper Financial Group
California
$1.51M +$520K +2,079 +44%
EPA
1884
Element Pointe Advisors
Florida
$1.51M +$226K +906 +15%
RC
1885
Ronit Capital
United Kingdom
$1.51M +$1.37M +5,500 +423%
CWM
1886
Centric Wealth Management
Illinois
$1.51M -$7K -28 -0.4%
MCM
1887
McDonough Capital Management
Florida
$1.5M -$1.94M -7,743 -53%
SIS
1888
Sound Income Strategies
Florida
$1.5M +$175K +701 +12%
QWM
1889
QP Wealth Management
New Jersey
$1.5M +$180K +720 +12%
NC
1890
NinePointTwo Capital
California
$1.5M – – –
UAML
1891
US Asset Management LLC
Pennsylvania
$1.5M +$7.5K +30 +0.4%
PFGIA
1892
Patriot Financial Group Insurance Agency
Massachusetts
$1.5M -$481K -1,925 -22%
MFG
1893
MidWestOne Financial Group
Iowa
$1.5M -$883K -3,535 -34%
EFSCE
1894
Enterprise Financial Services Corp (EFSC)
Missouri
$1.5M -$278K -1,111 -14%
SWA
1895
Stratos Wealth Advisors
Ohio
$1.49M -$9.25K -37 -0.5%
CWG
1896
Crown Wealth Group
North Carolina
$1.49M +$1.68M +6,713 New
PGWM
1897
Pitti Group Wealth Management
New York
$1.49M +$64.2K +257 +4%
BCM
1898
Boltwood Capital Management
California
$1.49M -$37.7K -151 -2%
ATC
1899
Adirondack Trust Company
New York
$1.49M +$242K +969 +17%
DWM
1900
Drive Wealth Management
Utah
$1.49M +$859K +3,438 +106%
74 75
76
77 78