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Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1201
AFT Forsyth & Company
Florida
$845K +$51.7K +500 +6%
CCM
1202
Chiron Capital Management
Florida
$842K -$83K -803 -9%
WBCM
1203
Wilson & Boucher Capital Management
California
$841K – – –
PAG
1204
Private Advisory Group
Washington
$840K -$109K -1,059 -11%
DDC
1205
DF Dent & Co
Maryland
$837K +$19K +184 +2%
FPAS
1206
Focus Partners Advisor Solutions
Missouri
$836K -$529K -5,118 -38%
PIA
1207
Perennial Investment Advisors
California
$836K +$214K +2,072 +32%
PVM
1208
Palogic Value Management
Texas
$832K – – –
LNB
1209
Ledyard National Bank
$832K -$417K -4,038 -32%
CWM
1210
Chemistry Wealth Management
New York
$831K +$3.41K +33 +0.4%
CA
1211
CoreCap Advisors
Michigan
$828K +$204K +1,972 +30%
JIC
1212
Joel Isaacson & Co
New York
$828K +$32.8K +317 +4%
YP
1213
YANKCOM Partnership
South Dakota
$827K -$1.76K -17 -0.2%
MAWA
1214
Moss Adams Wealth Advisors
Washington
$825K +$58.9K +570 +7%
DCM
1215
Dudley Capital Management
Virginia
$824K -$48K -464 -5%
PFA
1216
Pathway Financial Advisers
Indiana
$822K +$9.92K +96 +1%
SMCM
1217
Sky-Mountain Capital Management
Idaho
$821K +$865K +8,370 New
SA
1218
Skyline Advisors
Washington
$821K -$84.3K -815 -9%
GLA
1219
Good Life Advisors
Pennsylvania
$820K -$89.5K -866 -9%
CIAS
1220
Capital Investment Advisory Services
North Carolina
$819K -$28.1K -272 -3%
DAS
1221
Dynamic Advisor Solutions
Arizona
$819K +$863K +8,348 New
NS
1222
NBC Securities
Alabama
$818K +$862K +8,343 +166,860%
FNA
1223
First National Advisers
Nebraska
$817K -$3.41K -33 -0.4%
CWA
1224
Crux Wealth Advisors
California
$817K +$106K +1,021 +14%
HNW
1225
High Note Wealth
Minnesota
$812K – – –
47 48
49
50 51