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Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
1901
New Millennium Group
Utah
$724K -$98.3K -5,210 -10%
4WM
1902
4J Wealth Management
Virginia
$722K -$42.5K -2,250 -5%
JGUA
1903
John G. Ullman & Associates
New York
$721K -$17.7K -940 -2%
SN
1904
Sittner & Nelson
Oregon
$717K +$34.5K +1,830 +4%
HGERS
1905
Householder Group Estate & Retirement Specialist
Arizona
$717K +$232K +12,310 +35%
MCP
1906
Mirador Capital Partners
California
$715K +$14.3K +760 +2%
PA
1907
Procyon Advisors
Connecticut
$714K -$321K -17,010 -27%
CAWM
1908
Capital Advisors Wealth Management
Washington
$714K +$110K +5,850 +14%
NHC
1909
Nicholas Hoffman & Company
Georgia
$714K +$191K +10,100 +27%
BC
1910
Brio Consultants
California
$712K – – –
IEFM
1911
IQ EQ Fund Management
Ireland
$710K -$12.3K -650 -1%
SMC
1912
Smith, Moore & Co
Missouri
$708K -$6.23K -330 -0.7%
PFC
1913
Phocas Financial Corp
California
$708K +$6.61K +350 +0.8%
DA
1914
DSC Advisors
Illinois
$707K -$147K -7,810 -14%
RIM
1915
Redwood Investment Management
Arizona
$707K +$181K +9,610 +26%
CI
1916
Cavalier Investments
Georgia
$706K -$86.6K -4,590 -9%
XF
1917
XML Financial
Maryland
$706K -$18.9K -1,000 -2%
PMG
1918
ProVise Management Group
Florida
$704K -$138K -7,330 -14%
TCM
1919
Tributary Capital Management
Nebraska
$703K -$21.7K -1,150 -2%
CPA
1920
Cardiff Park Advisors
California
$702K -$122K -6,450 -12%
RA
1921
Resolute Advisors
California
$701K +$4.72K +250 +0.5%
CAM
1922
Carret Asset Management
New York
$697K +$3.77K +200 +0.4%
LCM
1923
LCM Capital Management
Illinois
$695K +$9.06K +480 +1%
WANY
1924
Wealthspire Advisors (New York)
New York
$695K +$119K +6,290 +16%
1W
1925
1776 Wealth
Georgia
$695K +$156K +8,250 +22%
75 76
77
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