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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1551
Concorde Asset Management
Michigan
$263K +$267K +5,030 New
MWM
1552
Modera Wealth Management
New Jersey
$262K -$16.4K -310 -6%
KJHP
1553
K.J. Harrison & Partners
Ontario, Canada
$261K -$318K -6,000 -55%
RMDI
1554
R.M. Davis Inc
Maine
$261K – – –
PWM
1555
Prentice Wealth Management
New York
$261K +$265K +5,000 New
BFA
1556
Beacon Financial Advisory
Ohio
$259K +$17K +320 +7%
PCG
1557
Private Capital Group
Connecticut
$258K -$249K -4,690 -49%
DI
1558
DFPG Investments
Utah
$257K -$392K -7,390 -61%
GPA
1559
Guidance Point Advisors
Massachusetts
$257K – – –
CRWM
1560
Castle Rock Wealth Management
California
$257K +$530 +10 +0.2%
TFA
1561
Tobias Financial Advisors
Florida
$257K +$530 +10 +0.2%
GGS
1562
Galvin Gaustad & Stein
Arizona
$257K +$41.4K +780 +19%
JCM
1563
Jacobi Capital Management
Pennsylvania
$256K -$47.7K -900 -16%
CFSG
1564
Community Financial Services Group
Vermont
$256K – – –
EI
1565
Ethic Inc
New York
$255K +$9.55K +180 +4%
CCM
1566
Carlson Capital Management
Minnesota
$255K +$13.8K +260 +6%
HR
1567
Howe & Rusling
New York
$252K +$72.1K +1,360 +39%
BWP
1568
Baldwin Wealth Partners
Massachusetts
$252K +$91.8K +1,730 +56%
MWA
1569
Meridian Wealth Advisors
Texas
$251K -$172K -3,250 -40%
CFN
1570
Cordasco Financial Network
Florida
$251K -$26.5K -500 -9%
CPSAC
1571
Chas P. Smith & Associates (CPS)
Florida
$251K -$5.3K -100 -2%
TNA
1572
True North Advisors
Texas
$251K -$2.65K -50 -1%
PG
1573
Patten Group
Tennessee
$251K +$255K +4,810 New
BZWA
1574
Blue Zone Wealth Advisors
California
$250K -$18.6K -350 -7%
JAM
1575
JCIC Asset Management
Ontario, Canada
$250K +$35.5K +670 +16%
61 62
63
64 65