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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1651
Wambolt & Associates
Colorado
$853K +$14.3K +69 +2%
BOS
1652
Bank of Stockton
California
$852K -$56.2K -271 -7%
PCM
1653
Perritt Capital Management
Illinois
$851K -$52K -251 -6%
BFG
1654
Beacon Financial Group
Texas
$851K -$41.4K -200 -5%
TIM
1655
Thornburg Investment Management
New Mexico
$848K -$30.8M -148,875 -98%
MIM
1656
MTM Investment Management
South Carolina
$846K +$748K +3,612 New
SG
1657
StoneX Group
New York
$845K +$215K +1,038 +40%
KMWM
1658
Keudell/Morrison Wealth Management
Oregon
$843K +$5.59K +27 +0.8%
TCM
1659
TimesSquare Capital Management
New York
$838K +$85K +410 +13%
WMP
1660
Wealth Management Partners
Arizona
$835K +$718K +3,464 New
PWM
1661
Palumbo Wealth Management
New York
$835K +$739K +3,565 New
FBFS
1662
First Business Financial Services
Wisconsin
$834K -$17.2K -83 -2%
WA
1663
WBH Advisory
Maryland
$829K -$19.3K -93 -3%
DMC
1664
Drexel Morgan & Co
Pennsylvania
$826K – – –
LA
1665
LVW Advisors
New York
$825K -$11.6K -56 -2%
JFA
1666
Johanson Financial Advisors
California
$823K +$3.11K +15 +0.4%
MSS
1667
Mitchell Sinkler & Starr
Pennsylvania
$819K -$14.5K -70 -2%
SIM
1668
SSI Investment Management
California
$817K -$622 -3 -0.1%
OFG
1669
Oxford Financial Group
Indiana
$816K +$5.39K +26 +0.8%
CL
1670
CPWM LLC
Washington
$810K +$23.4K +113 +3%
XWM
1671
Xcel Wealth Management
Florida
$809K – – –
HCM
1672
HGI Capital Management
New York
$808K – – –
MS
1673
Madden Securities
Texas
$806K +$173K +835 +32%
CWS
1674
Cypress Wealth Services
California
$805K +$712K +3,438 New
UBV
1675
United Bank (Virginia)
Virginia
$804K +$711K +3,432 New
65 66
67
68 69