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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2326
Alteri Wealth
California
$4M +$191K +257 +5%
FCM
2327
Fourpath Capital Management
Oklahoma
$3.99M -$48.4K -65 -1%
MMPW
2328
Mitchell McLeod Pugh & Williams
Alabama
$3.99M +$481K +646 +14%
PGWM
2329
Pitti Group Wealth Management
New York
$3.98M -$648K -871 -14%
WCM
2330
Washburn Capital Management
Florida
$3.97M -$97.5K -131 -2%
SAMU
2331
Stenham Asset Management UK
$3.97M +$4.02M +5,400 New
KCM
2332
Kathmere Capital Management
Pennsylvania
$3.96M +$298K +400 +8%
CCC
2333
Compass Capital Corp
Massachusetts
$3.95M +$463K +622 +11%
PFT
2334
Providence First Trust
Arizona
$3.95M +$624K +838 +18%
AP
2335
Advisors Preferred
Maryland
$3.95M – – –
FGA
2336
Fortis Group Advisors
New Jersey
$3.94M +$1.24M +1,665 +38%
WPWM
2337
Western Pacific Wealth Management
Illinois
$3.94M +$126K +169 +3%
TC
2338
Tsai Capital
New York
$3.94M +$251K +337 +7%
UB
2339
Umpqua Bank
Oregon
$3.93M +$344K +462 +9%
BWP
2340
BSW Wealth Partners
Colorado
$3.92M +$380K +511 +11%
BWM
2341
Bosman Wealth Management
California
$3.9M +$1.14M +1,532 +40%
DFA
2342
Delta Financial Advisors
Louisiana
$3.89M +$402K +540 +11%
ICP
2343
Impact Capital Partners
Colorado
$3.88M +$90.8K +122 +2%
SAM
2344
Secure Asset Management
Michigan
$3.88M +$34.2K +46 +0.9%
SMH
2345
Sanders Morris Harris
Texas
$3.88M +$3.13M +4,202 +391%
CC
2346
Commons Capital
Massachusetts
$3.87M +$126K +169 +3%
LAI
2347
Legal Advantage Investments
California
$3.87M – – –
RPC
2348
Rossmore Private Capital
Connecticut
$3.87M +$197K +265 +5%
NSB
2349
Norway Savings Bank
Maine
$3.87M +$176K +236 +5%
SFC
2350
SYM Financial Corp
Indiana
$3.86M -$1.6M -2,145 -29%
92 93
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