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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2401
Marquette Asset Management
Minnesota
$199K – – –
HWA
2402
HHM Wealth Advisors
Tennessee
$197K +$22.5K +104 +11%
ALAM
2403
Asahi Life Asset Management
Japan
$196K -$162K -750 -42%
NC
2404
NewSquare Capital
Pennsylvania
$195K -$2.49M -11,510 -92%
CPA
2405
Cowen Prime Advisors
New York
$195K – – –
DAC
2406
Dividend Assets Capital
South Carolina
$182K – – –
PP
2407
Pacifica Partners
Canada
$182K +$35.7K +165 +21%
KFP
2408
KB Financial Partners
New Jersey
$180K +$1.51K +7 +0.7%
UCB
2409
United Community Bank
South Carolina
$177K +$203K +940 New
CCA
2410
Column Capital Advisors
Indiana
$174K -$1.3K -6 -0.6%
CT
2411
Caldwell Trust
Florida
$171K -$27K -125 -12%
NIMI
2412
Natixis Investment Managers International
France
$168K -$80.5K -372 -29%
EBA
2413
Eagle Bay Advisors
New York
$163K -$12.3K -57 -6%
WPA
2414
West Paces Advisors
Georgia
$163K +$23.6K +109 +14%
AWA
2415
Amplius Wealth Advisors
Pennsylvania
$162K +$187K +864 New
MTWM
2416
Masso Torrence Wealth Management
New Jersey
$161K +$184K +852 New
BCPWM
2417
Bradley & Co Private Wealth Management
Florida
$155K – – –
SC
2418
Sierra Capital
Florida
$155K +$20.1K +93 +13%
SIC
2419
SJS Investment Consulting
Ohio
$154K +$176K +815 New
BWL
2420
Bogart Wealth LLC
Virginia
$149K +$5.63K +26 +3%
TFGT
2421
TS Financial Group (TSFG)
Illinois
$148K +$18K +83 +12%
WWMSC
2422
Wagner Wealth Management (South Carolina)
South Carolina
$147K – – –
TC
2423
Truvestments Capital
Florida
$142K +$87K +402 +114%
TFO
2424
Tarbox Family Office
California
$136K +$866 +4 +0.6%
ECM
2425
Estabrook Capital Management
New York
$136K +$156K +721 New
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97
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