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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1426
Xcel Wealth Management
Florida
$768K -$109K -820 -11%
DTL
1427
Dynamic Technology Lab
Singapore
$767K +$132K +991 +18%
HSA
1428
HBK Sorce Advisory
Pennsylvania
$761K -$853K -6,409 -49%
BIA
1429
Bigelow Investment Advisors
Maine
$757K +$202K +1,516 +30%
BFS
1430
Bard Financial Services
Connecticut
$754K +$71.9K +540 +9%
CPO
1431
Cerity Partners OCIO
New York
$754K +$384K +2,883 +79%
JWM
1432
Jupiter Wealth Management
Colorado
$751K -$2.12M -15,928 -71%
WPC
1433
Wedmont Private Capital
Pennsylvania
$751K +$310K +2,330 +61%
TCCM
1434
Timber Creek Capital Management
Massachusetts
$748K -$1.01M -7,587 -54%
CI
1435
Cavalier Investments
Georgia
$746K -$95K -714 -10%
OWA
1436
One Wealth Advisors
California
$745K +$634K +4,765 +285%
SHFA
1437
SS&H Financial Advisors
Michigan
$740K +$852K +6,399 New
CCA
1438
Cobblestone Capital Advisors
New York
$738K -$17K -128 -2%
MCCP
1439
Mission Creek Capital Partners
California
$735K +$20.9K +157 +3%
GWMIA
1440
Global Wealth Management Investment Advisory
Florida
$735K +$289K +2,174 +52%
AP
1441
Americana Partners
Texas
$733K -$3.41M -25,634 -80%
QPWM
1442
Quadrant Private Wealth Management
Pennsylvania
$732K +$453K +3,404 +116%
NSIM
1443
North Star Investment Management
Illinois
$731K +$317K +2,381 +60%
BC
1444
BIT Capital
Germany
$730K +$124K +928 +17%
HL
1445
HeadInvest LLC
Maine
$729K +$240K +1,807 +40%
1IA
1446
1834 Investment Advisors
Wisconsin
$727K +$824K +6,190 +6,253%
SFG
1447
Synergy Financial Group
California
$726K +$90.5K +680 +12%
SFP
1448
Shepherd Financial Partners
Massachusetts
$718K -$654K -4,912 -44%
GITFIT
1449
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$716K +$824K +6,195 New
CB
1450
CNB Bank
Pennsylvania
$716K +$131K +985 +19%
56 57
58
59 60