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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
976
Calamos Wealth Management
Illinois
$245K -$19.2K -299 -7%
GC
977
Gilbert & Cook
Iowa
$244K -$123K -1,909 -33%
BCP
978
Blackhawk Capital Partners
Wisconsin
$242K +$246K +3,830 New
WA
979
Wealth Alliance
New York
$242K -$964 -15 -0.4%
THWM
980
Taylor Hoffman Wealth Management
Virginia
$240K – – –
GCIA
981
Gabelli & Co Investment Advisers
New York
$240K – – –
NFA
982
Northern Financial Advisors
Michigan
$238K -$25.5K -396 -10%
PVH
983
Psagot Value Holdings
Israel
$237K +$11.8K +184 +5%
MMG
984
Monetary Management Group
Missouri
$237K – – –
TFF
985
The Family Firm
Maryland
$236K +$450 +7 +0.2%
PNC
986
Park National Corp
Ohio
$235K -$12.9K -200 -5%
TC
987
Truvestments Capital
Florida
$235K +$257 +4 +0.1%
TCM
988
Triumph Capital Management
Colorado
$234K -$13.9K -216 -5%
LC
989
Lindbrook Capital
California
$233K +$19.7K +307 +9%
QI
990
Qtron Investments
Massachusetts
$233K +$238K +3,696 New
RPCONE
991
Retirement Planning Company of New England
Rhode Island
$229K -$1.41K -22 -0.6%
VWA
992
V Wealth Advisors
Kansas
$228K -$13.1K -204 -5%
AWA
993
Arkadios Wealth Advisors
Georgia
$228K +$3.34K +52 +1%
PP
994
PDS Planning
Ohio
$228K +$232K +3,608 New
GWWM
995
Great Waters Wealth Management
Minnesota
$227K – – –
AFT
996
Alpha Family Trust
California
$226K +$230K +3,580 New
JGUA
997
John G. Ullman & Associates
New York
$225K – – –
KFGK
998
Keystone Financial Group (Kentucky)
Kentucky
$225K +$229K +3,560 New
MTWM
999
Masso Torrence Wealth Management
New Jersey
$224K – – –
CLOS
1000
Compagnie Lombard Odier SCmA
Switzerland
$224K -$19.3K -300 -8%
38 39
40
41 42