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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2901
Concorde Asset Management
Michigan
$489K -$253K -1,842 -34%
SAS
2902
Stelac Advisory Services
New York
$483K +$477K +3,472 New
EM
2903
Emancipation Management
New York
$481K – – –
HPC
2904
Hobart Private Capital
North Carolina
$479K -$3.3K -24 -0.7%
W
2905
WealthOne
New York
$478K +$22.6K +164 +5%
CCM
2906
Cadence Capital Management
Massachusetts
$476K -$416K -3,028 -47%
RPG
2907
Resource Planning Group
Georgia
$475K -$39.3K -286 -8%
KFS
2908
Kelly Financial Services
Massachusetts
$474K -$1.93K -14 -0.4%
CAM
2909
Crestone Asset Management
Colorado
$471K +$19.8K +144 +4%
ACM
2910
Ategra Capital Management
Virginia
$471K – – –
CWM
2911
Cahaba Wealth Management
Georgia
$467K +$4.81K +35 +1%
AH
2912
Allen Holding
New York
$465K – – –
AMG
2913
Asset Management Group
Connecticut
$463K +$1.51K +11 +0.3%
SIS
2914
Sound Income Strategies
Florida
$460K +$89.5K +651 +24%
SCM
2915
SKBA Capital Management
California
$459K -$172K -1,250 -27%
LWA
2916
Lowe Wealth Advisors
Maryland
$459K – – –
PSP
2917
Principal Street Partners
Tennessee
$458K +$42.8K +311 +10%
AWM
2918
Apollon Wealth Management
South Carolina
$458K +$289K +2,103 +177%
AWMG
2919
Alliance Wealth Management Group
New Jersey
$450K -$74.5K -542 -14%
ACP
2920
Aveo Capital Partners
Colorado
$450K +$7.7K +56 +2%
PI
2921
Pachira Investments
California
$444K +$550 +4 +0.1%
TC
2922
Trilogy Capital
California
$441K – – –
WAM
2923
Winslow Asset Management
Ohio
$438K +$16.5K +120 +4%
ACM
2924
Avalon Capital Management
California
$437K -$63.3K -460 -13%
KFA
2925
Kays Financial Advisory
Georgia
$435K -$10K -73 -2%
115 116
117
118 119