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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1751
Total Clarity Wealth Management
Illinois
$946K +$100K +4,820 +12%
KTM
1752
Keeler Thomas Management
Utah
$944K +$4.15K +200 +0.4%
AI
1753
Accredited Investors
Minnesota
$941K +$13.7K +660 +1%
OWA
1754
Outlook Wealth Advisors
Texas
$941K +$20.8K +1,000 +2%
PIM
1755
Penobscot Investment Management
Massachusetts
$939K -$47.3K -2,280 -5%
ODCM
1756
Old Dominion Capital Management
Virginia
$935K +$655K +31,540 +232%
FMB
1757
Field & Main Bank
Kentucky
$932K -$90.3K -4,350 -9%
CWC
1758
Carolinas Wealth Consulting
North Carolina
$932K -$86K -4,140 -8%
ZCA
1759
Zeke Capital Advisors
Pennsylvania
$932K +$96.1K +4,630 +11%
MW
1760
Marks Wealth
Maryland
$931K -$9.97K -480 -1%
TWA
1761
TCI Wealth Advisors
Arizona
$931K +$176K +8,480 +23%
ACM
1762
Alpha Capital Management
Texas
$927K -$1.75M -84,220 -65%
NED
1763
Nancy E. Dempze
$925K -$62.3K -3,000 -6%
W
1764
WealthOne
New York
$925K +$3.32K +160 +0.4%
AWM
1765
Altavista Wealth Management
North Carolina
$924K +$94.5K +4,550 +11%
SN
1766
Sittner & Nelson
Oregon
$922K +$10.4K +500 +1%
NAMP
1767
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$922K +$18.7K +900 +2%
HHGA
1768
Halbert Hargrove Global Advisors
California
$919K +$6.23K +300 +0.7%
SAMC
1769
Spectrum Asset Management (California)
California
$917K -$227K -10,950 -20%
DCM
1770
Delta Capital Management
New Jersey
$916K -$2.79M -134,200 -75%
PIM
1771
Profit Investment Management
Maryland
$913K – – –
KCM
1772
Karp Capital Management
California
$911K +$41.9K +2,020 +5%
BG
1773
Bollard Group
Massachusetts
$910K +$10.6K +510 +1%
RPC
1774
Rossmore Private Capital
Connecticut
$905K -$20.8K -1,000 -2%
SWA
1775
Sutton Wealth Advisors
Florida
$904K +$43.2K +2,080 +5%
69 70
71
72 73