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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1901
Aevitas Wealth Management
Massachusetts
$552K -$112K -7,070 -13%
RG
1902
Retirement Group
California
$552K -$64.3K -4,070 -8%
RPC
1903
Rossmore Private Capital
Connecticut
$550K +$3.16K +200 +0.4%
NCM
1904
Novare Capital Management
North Carolina
$548K +$99.6K +6,300 +16%
AAP
1905
Ardsley Advisory Partners
Connecticut
$548K +$711K +45,000 New
JE
1906
JMAC Enterprises
Pennsylvania
$547K +$232K +14,690 +48%
FPCP
1907
Fort Point Capital Partners
California
$546K -$63.9K -4,040 -8%
PA
1908
Procyon Advisors
Connecticut
$546K -$33.4K -2,110 -4%
ACM
1909
Ascendant Capital Management
California
$546K – – –
DEM
1910
Disciplined Equity Management
Florida
$545K +$258K +16,300 +57%
WP
1911
WealthShield Partners
North Carolina
$543K -$116K -7,360 -14%
HHGA
1912
Halbert Hargrove Global Advisors
California
$542K -$91.5K -5,790 -11%
DIM
1913
Delta Investment Management
California
$542K +$179K +11,320 +34%
CWC
1914
Carolinas Wealth Consulting
North Carolina
$539K -$5.06K -320 -0.7%
MPCG
1915
Matrix Private Capital Group
New York
$538K -$16.6K -1,050 -2%
RP
1916
Rowlandmiller & Partners
Georgia
$536K +$2.06K +130 +0.3%
OIM
1917
Oder Investment Management
California
$536K +$12.2K +770 +2%
LCM
1918
LCM Capital Management
Illinois
$535K -$27.4K -1,730 -4%
LA
1919
LVW Advisors
New York
$534K -$132K -8,360 -16%
NC
1920
NinePointTwo Capital
California
$534K – – –
CSB
1921
City State Bank
Iowa
$533K +$83.6K +5,290 +14%
EGA
1922
E&G Advisors
Texas
$531K -$31.6K -2,000 -4%
TC
1923
Truvestments Capital
Florida
$531K -$9.33K -590 -1%
AWM
1924
Adams Wealth Management
Utah
$531K +$154K +9,730 +29%
W
1925
Wealthquest
Ohio
$529K +$14.4K +910 +2%
75 76
77
78 79