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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1151
WT Wealth Management
Arizona
$769K -$36.9K -425 -4%
CSPAM
1152
Cary Street Partners Asset Management
Virginia
$767K +$195K +2,247 +26%
PFS
1153
Physicians Financial Services
North Carolina
$765K -$2.52K -29 -0.3%
LCM
1154
Lattice Capital Management
Washington
$762K – – –
KCFA
1155
Key Client Fiduciary Advisors
New Jersey
$761K +$213K +2,455 +29%
DU
1156
Delphia (USA)
Ontario, Canada
$760K +$692K +7,972 +274%
LAIC
1157
Lederer & Associates Investment Counsel
California
$759K -$40.8K -470 -4%
CCM
1158
Chimera Capital Management
New York
$758K +$941K +10,851 New
KLCM
1159
KG&L Capital Management
Louisiana
$755K -$540K -6,224 -37%
RI
1160
Ridgewood Investments
New Jersey
$755K +$123K +1,417 +15%
CAM
1161
Columbia Asset Management
Michigan
$751K +$932K +10,748 New
FNBT
1162
FineMark National Bank & Trust
Florida
$750K -$2.9M -33,403 -76%
MSFP
1163
Mark Sheptoff Financial Planning
Connecticut
$750K -$243K -2,805 -21%
MWM
1164
Mission Wealth Management
California
$749K -$50.2K -579 -5%
CW
1165
CreativeOne Wealth
Kansas
$749K -$37K -426 -4%
PCM
1166
Poehling Capital Management
Wisconsin
$749K -$3.47K -40 -0.4%
APP
1167
Alpha Paradigm Partners
Illinois
$747K +$304K +3,506 +49%
AL
1168
Arnhold LLC
New York
$747K +$928K +10,700 New
RBFC
1169
Roman Butler Fullerton & Co
Missouri
$746K +$30.3K +349 +4%
MAM
1170
Meeder Asset Management
Ohio
$746K +$55.9K +644 +6%
MOS
1171
MGO One Seven
Ohio
$746K +$67.5K +778 +8%
KJWM
1172
Kiley Juergens Wealth Management
Washington
$743K +$10.3K +119 +1%
CG
1173
Caprock Group
Idaho
$742K -$167K -1,927 -15%
CIA
1174
Capital Investment Advisors
Georgia
$740K +$114K +1,309 +14%
PWPS
1175
Pinnacle Wealth Planning Services
Ohio
$737K +$79K +911 +9%
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