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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1076
Accurate Wealth Management
Florida
$545K +$10.6K +109 +2%
PG
1077
Patten Group
Tennessee
$544K +$582K +5,960 New
HCM
1078
Hengehold Capital Management
Ohio
$542K -$112K -1,144 -16%
CG
1079
Cynosure Group
Utah
$540K +$74.1K +758 +15%
AP
1080
Americana Partners
Texas
$538K +$10.2K +104 +2%
TC
1081
Truvestments Capital
Florida
$535K +$1.47K +15 +0.3%
VDI
1082
Vaughan David Investments
Illinois
$532K – – –
FNBT
1083
FineMark National Bank & Trust
Florida
$528K -$10.3K -105 -2%
PMAM
1084
Picton Mahoney Asset Management
Ontario, Canada
$528K -$8.79K -90 -2%
CAGAS
1085
Capital Advisory Group Advisory Services
Minnesota
$520K +$10.5K +107 +2%
ICP
1086
Impact Capital Partners
Colorado
$518K +$18.9K +193 +4%
VA
1087
VestGen Advisors
Illinois
$518K +$213K +2,181 +62%
WCM
1088
WealthBridge Capital Management
Ohio
$514K -$586 -6 -0.1%
HSA
1089
HBK Sorce Advisory
Pennsylvania
$514K -$92.3K -945 -15%
ILI
1090
Invesco LLC (Illinois)
Illinois
$513K +$119K +1,213 +27%
MA
1091
MONECO Advisors
Connecticut
$510K -$34.4K -352 -6%
AA
1092
Ancora Advisors
Ohio
$508K +$33.7K +345 +7%
MAM
1093
McLean Asset Management
Virginia
$506K -$11.7K -120 -2%
PVI
1094
Pine Valley Investments
New Jersey
$502K -$20.5K -210 -4%
KWM
1095
KFG Wealth Management
Indiana
$500K -$57.9K -593 -10%
MAM
1096
Mainsail Asset Management
Alabama
$499K +$8.3K +85 +2%
AC
1097
Avant Capital
Louisiana
$498K – – –
MM
1098
MQS Management
New York
$495K +$530K +5,429 New
TCM
1099
Teza Capital Management
Illinois
$494K +$529K +5,412 New
LSPW
1100
Lake Street Private Wealth
Illinois
$492K -$6.84K -70 -1%
42 43
44
45 46