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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1576
Financial Advisory Group
Texas
$222K – – –
GAM
1577
Gould Asset Management
California
$221K – – –
CIAS
1578
Capital Investment Advisory Services
North Carolina
$221K +$29.9K +321 +14%
WPC
1579
White Pine Capital
Minnesota
$220K – – –
NAM
1580
NorthCoast Asset Management
Connecticut
$219K +$246K +2,648 New
IWP
1581
Icon Wealth Partners
Texas
$218K -$50.2K -540 -17%
CHC
1582
City Holding Co
West Virginia
$217K – – –
APG
1583
Abacus Planning Group
South Carolina
$216K -$1.3K -14 -0.5%
HCM
1584
HMS Capital Management
Tennessee
$216K +$14.8K +159 +6%
IA
1585
IFG Advisory
Georgia
$215K -$20.2K -217 -8%
MRCM
1586
M&R Capital Management
New Jersey
$215K -$4.65K -50 -2%
I
1587
INVST
Indiana
$215K +$45.3K +487 +22%
PA
1588
Procyon Advisors
Connecticut
$215K +$57.6K +619 +31%
ARG
1589
Advisory Resource Group
Oklahoma
$215K +$242K +2,596 New
RTS
1590
Round Table Services
New Jersey
$213K -$129K -1,382 -35%
CAM
1591
Crestone Asset Management
Colorado
$213K +$239K +2,571 New
SDAM
1592
Shulman DeMeo Asset Management
New York
$212K +$16.7K +180 +8%
KJHP
1593
K.J. Harrison & Partners
Ontario, Canada
$211K -$2.77M -29,800 -92%
CWM
1594
Circle Wealth Management
New Jersey
$209K -$19.3K -207 -8%
1IA
1595
1834 Investment Advisors
Wisconsin
$209K -$15.8K -170 -6%
SWM
1596
Stockman Wealth Management
Montana
$208K -$46.5K -500 -17%
CBFP
1597
Cedar Brook Financial Partners
Ohio
$208K +$233K +2,508 New
TCM
1598
TimesSquare Capital Management
New York
$208K +$234K +2,515 New
WP
1599
WealthPLAN Partners
Nebraska
$207K +$27.6K +297 +14%
ML
1600
McAdam LLC
Pennsylvania
$207K +$233K +2,500 New
62 63
64
65 66