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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1501
Summit Financial
New Jersey
$642K +$120K +898 +19%
JWCA
1502
J.W. Coons Advisors
Ohio
$641K +$13.3K +100 +2%
CWA
1503
Canvas Wealth Advisors
Kansas
$639K -$1.08M -8,078 -53%
HCM
1504
Highview Capital Management
Illinois
$639K -$186K -1,395 -20%
CAM
1505
CenterStar Asset Management
Illinois
$639K – – –
MTIC
1506
Missouri Trust & Investment Company
Missouri
$639K +$552K +4,146 +300%
PHIMC
1507
Private Harbour Investment Management & Counsel
Ohio
$638K -$69.9K -525 -9%
IIM
1508
InTrack Investment Management
Vermont
$638K -$62K -466 -8%
PIMG
1509
Patriot Investment Management Group
Tennessee
$637K -$1.86K -14 -0.3%
SSA
1510
Schonfeld Strategic Advisors
New York
$636K +$496K +3,727 +210%
BWA
1511
BDO Wealth Advisors
Florida
$635K -$25K -188 -3%
BCM
1512
Barden Capital Management
Texas
$634K +$69.5K +522 +10%
NFSG
1513
Newbridge Financial Services Group
Florida
$634K +$193K +1,451 +36%
CA
1514
Centerpoint Advisors
Massachusetts
$630K – – –
BWM
1515
BerganKDV Wealth Management
Minnesota
$630K +$79.3K +596 +12%
GLA
1516
Good Life Advisors
Pennsylvania
$625K -$1.87M -14,083 -72%
CF
1517
Copperwynd Financial
Arizona
$625K +$309K +2,324 +76%
CWA
1518
Consilium Wealth Advisory
Texas
$625K +$365K +2,745 +103%
RWB
1519
RMR Wealth Builders
New Jersey
$625K +$397K +2,980 +123%
QCM
1520
Quantinno Capital Management
New York
$625K +$407K +3,061 +131%
VCP
1521
Verus Capital Partners
Arizona
$623K +$985K +7,404 New
IC
1522
Intersect Capital
California
$621K +$140K +1,051 +24%
NL
1523
Navalign LLC
California
$621K +$340K +2,554 +52%
BCM
1524
Blume Capital Management
California
$621K +$511K +3,839 +251%
MMPW
1525
Mitchell McLeod Pugh & Williams
Alabama
$619K -$35.9K -270 -5%
59 60
61
62 63