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Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1676
NewEdge Wealth
Pennsylvania
$823K +$944K +4,363 New
ACA
1677
Atlas Capital Advisors
Wyoming
$821K -$554K -2,561 -37%
NCM
1678
NCM Capital Management
New Jersey
$820K +$941K +4,349 New
EH
1679
EMG Holdings
Connecticut
$820K +$941K +4,350 New
WP
1680
WealthPLAN Partners
Nebraska
$816K -$11.9K -55 -1%
EW
1681
Evoke Wealth
California
$815K +$203K +939 +28%
CNBTD
1682
Citizens National Bank Trust Department
Mississippi
$815K +$935K +4,320 New
IC
1683
Intersect Capital
California
$814K -$1.33M -6,164 -59%
TCBWMS
1684
Texas Capital Bank Wealth Management Services
Texas
$812K +$28.3K +131 +3%
DWM
1685
Drive Wealth Management
Utah
$812K +$932K +4,305 New
AIC
1686
Archer Investment Corporation
Indiana
$809K +$64.9K +300 +8%
PWMAG
1687
Pinnacle Wealth Management Advisory Group
New Jersey
$807K +$652K +3,015 +239%
DBRC
1688
D.B. Root & Company
Pennsylvania
$806K +$267K +1,236 +41%
MSAM
1689
Moloney Securities Asset Management
Missouri
$800K +$288K +1,332 +46%
CWM
1690
Circle Wealth Management
New Jersey
$796K -$1.3K -6 -0.1%
TWI
1691
Thomas White International
Illinois
$795K – – –
NB
1692
NBT Bank
New York
$794K -$54.5K -252 -6%
AI
1693
Accredited Investors
Minnesota
$794K +$122K +564 +15%
JFGIW
1694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$792K -$62.8K -290 -6%
MA
1695
MJP Associates
Connecticut
$788K +$4.98K +23 +0.6%
GWMIA
1696
Global Wealth Management Investment Advisory
Florida
$788K +$212K +978 +31%
LA
1697
Latitude Advisors
Florida
$786K -$26.4K -122 -3%
MTC
1698
McDaniel Terry & Co
Texas
$786K +$40.7K +188 +5%
VAM
1699
Vienna Asset Management
California
$786K +$901K +4,166 New
CFA
1700
Compass Financial Advisors
Indiana
$786K +$902K +4,167 New
66 67
68
69 70