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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
2201
Shufro Rose & Co
New York
$557K -$20.7K -99 -4%
NAM
2202
North American Management
Massachusetts
$556K -$104K -500 -17%
FMC
2203
First Merchants Corp
Indiana
$555K +$48.4K +232 +10%
DW
2204
Domani Wealth
Pennsylvania
$555K +$130K +625 +34%
SIAS
2205
Shine Investment Advisory Services
Colorado
$552K -$5.64K -27 -1%
EW
2206
Element Wealth
Mississippi
$552K +$16.9K +81 +3%
RW
2207
REDW Wealth
New Mexico
$551K -$14.8K -71 -3%
QCM
2208
Quest Capital Management
Texas
$550K +$34.7K +166 +7%
AIC
2209
Argus Investors Counsel
New York
$550K +$90.6K +434 +22%
CHA
2210
Cooper/Haims Advisors
New York
$548K +$34.2K +164 +7%
ACP
2211
Arcus Capital Partners
Georgia
$546K +$6.26K +30 +1%
TCBWMS
2212
Texas Capital Bank Wealth Management Services
Texas
$546K +$24.8K +119 +5%
HI
2213
Hudock Inc
Pennsylvania
$546K +$52.2K +250 +12%
GWM
2214
Greenwich Wealth Management
Connecticut
$545K -$8.35K -40 -2%
NBG
2215
Nancy B. Gardiner
$545K – – –
SAS
2216
Stelac Advisory Services
New York
$544K +$29.6K +142 +6%
CW
2217
CreativeOne Wealth
Kansas
$544K +$192K +920 +62%
CCFM
2218
Clear Creek Financial Management
Washington
$543K -$115K -549 -19%
RDWM
2219
Red Door Wealth Management
Tennessee
$543K -$33.6K -161 -6%
HCIA
2220
Hochman Cole Investment Advisors
Illinois
$542K -$32.6K -156 -6%
GSIS
2221
Global Strategic Investment Solutions
Arizona
$541K – – –
AC
2222
Addison Capital
Pennsylvania
$536K +$2.09K +10 +0.4%
TIA
2223
Traphagen Investment Advisors
New Jersey
$536K -$2.5K -12 -0.5%
BC
2224
Breakline Capital
New York
$535K +$492K +2,358 New
GA
2225
Gateway Advisory
New Jersey
$534K +$3.97K +19 +0.8%
87 88
89
90 91