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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1476
Alta Advisers
United Kingdom
$615K -$240K -1,400 -26%
ESC
1477
Eurizon SLJ Capital
$615K +$689K +4,015 New
TCOT
1478
Trust Company of Toledo
Ohio
$613K +$41.5K +242 +6%
BPMC
1479
Buckland Partners Management Co
New York
$613K +$686K +4,000 New
CAI
1480
Capital Advisors Inc
Oklahoma
$612K +$335K +1,950 +95%
CCP
1481
Cane Capital Partners
Louisiana
$610K +$683K +3,984 New
OWA
1482
Outlook Wealth Advisors
Texas
$607K -$19.4K -113 -3%
CPA
1483
Capital Performance Advisors
California
$605K +$203K +1,181 +43%
NWAG
1484
Net Worth Advisory Group
Utah
$604K -$241K -1,405 -26%
TWP
1485
Triad Wealth Partners
Kansas
$603K +$32.9K +192 +5%
CQWA
1486
Chokshi & Queen Wealth Advisors
California
$603K +$675K +3,935 New
TCBWMS
1487
Texas Capital Bank Wealth Management Services
Texas
$602K +$42K +245 +7%
LA
1488
LVW Advisors
New York
$602K +$128K +747 +23%
APW
1489
Austin Private Wealth
Texas
$602K +$167K +972 +33%
CPC
1490
Cookson Peirce & Co
Pennsylvania
$599K +$211K +1,232 +46%
FH
1491
FWG Holdings
Florida
$598K +$109K +637 +14%
EPA
1492
Element Pointe Advisors
Florida
$596K +$51.5K +300 +8%
SIA
1493
Strategic Investment Advisors
Michigan
$593K +$134K +784 +25%
CIC
1494
Cornercap Investment Counsel
Georgia
$590K -$5.83K -34 -0.9%
LFG
1495
Larson Financial Group
Missouri
$589K -$75.3K -439 -10%
MAM
1496
McLaughlin Asset Management
Illinois
$589K +$660K +3,845 New
VNA
1497
Valley National Advisers
Pennsylvania
$586K -$101K -590 -13%
FM
1498
Family Management
New York
$585K +$294K +1,714 +81%
KLCM
1499
KG&L Capital Management
Louisiana
$584K -$714K -4,163 -52%
SG
1500
Somerset Group
Minnesota
$582K -$337K -1,965 -34%
58 59
60
61 62