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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1626
Shelton Wealth Management
Texas
$568K +$105K +1,870 +25%
MAM
1627
McCarthy Asset Management
California
$565K – – –
NPT
1628
National Philanthropic Trust
Pennsylvania
$564K -$122K -2,170 -19%
HMS
1629
Hanseatic Management Services
New Mexico
$564K +$524K +9,290 New
CH
1630
Canton Hathaway
Rhode Island
$562K +$211K +3,740 +68%
JIR
1631
James Investment Research
Ohio
$561K -$6.2K -110 -1%
SAM
1632
SignalPoint Asset Management
Missouri
$561K -$2.82K -50 -0.5%
AIA
1633
Angeles Investment Advisors
California
$559K -$3.95K -70 -0.8%
GEA
1634
Glen Eagle Advisors
New Jersey
$558K +$3.38K +60 +0.7%
PWP
1635
Pursue Wealth Partners
California
$558K +$518K +9,190 New
RBFC
1636
Roman Butler Fullerton & Co
Missouri
$558K +$60.3K +1,070 +12%
GA
1637
Gateway Advisory
New Jersey
$557K +$57.5K +1,020 +13%
WBC
1638
West Branch Capital
Massachusetts
$556K +$246K +4,360 +91%
DWM
1639
Destination Wealth Management
California
$556K -$322K -5,710 -38%
EWM
1640
Elite Wealth Management
Washington
$555K +$9.02K +160 +2%
JCM
1641
Jacobi Capital Management
Pennsylvania
$554K +$67.7K +1,200 +15%
LSIA
1642
LaSalle St. Investment Advisors
Illinois
$553K -$1.69K -30 -0.3%
VT
1643
Vise Technologies
New York
$553K -$20.3K -360 -4%
BOS
1644
Bank of Stockton
California
$551K +$49.6K +880 +11%
ACM
1645
Absolute Capital Management
Pennsylvania
$550K +$511K +9,060 New
RZH
1646
Relyea Zuckerberg Hanson
Connecticut
$550K +$41.7K +740 +9%
BCM
1647
BluePath Capital Management
Georgia
$550K +$61.5K +1,090 +14%
DSC
1648
Duncker Streett & Co
Missouri
$549K +$104K +1,850 +26%
TC
1649
Trilogy Capital
California
$549K +$510K +9,040 New
ATC
1650
Adirondack Trust Company
New York
$549K -$20.9K -370 -4%
64 65
66
67 68