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Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1376
Excalibur Management
Massachusetts
$785K -$651 -7 -0.1%
PWC
1377
PYA Waltman Capital
Tennessee
$784K +$66.9K +719 +9%
WBCM
1378
Wilson & Boucher Capital Management
California
$784K -$27.9K -300 -3%
CAM
1379
Cypress Asset Management
Texas
$783K -$39K -419 -5%
RB
1380
Rodgers Brothers
Pennsylvania
$780K – – –
FWM
1381
Foguth Wealth Management
Michigan
$780K +$794K +8,536 New
DTC
1382
Davidson Trust Company
Washington
$778K +$87.9K +945 +12%
PHS
1383
Pekin Hardy Strauss
Illinois
$776K +$186 +2 +0%
FCA
1384
FLC Capital Advisors
California
$773K +$37.2K +400 +5%
GWM
1385
GSB Wealth Management
Connecticut
$768K +$436K +4,685 +126%
JPWM
1386
Jamison Private Wealth Management
Georgia
$768K +$10.6K +114 +1%
FCM
1387
Fairbanks Capital Management
California
$767K +$781K +8,396 New
TC
1388
Trust Company
Kansas
$767K +$193K +2,075 +33%
TWM
1389
TriaGen Wealth Management
California
$766K – – –
TCM
1390
Twin Capital Management
Pennsylvania
$765K -$103K -1,110 -12%
PWM
1391
Palumbo Wealth Management
New York
$765K +$175K +1,884 +29%
TBWA
1392
Three Bridge Wealth Advisors
California
$762K +$45.7K +491 +6%
CWM
1393
Chemistry Wealth Management
New York
$761K – – –
MC
1394
Matisse Capital
Oregon
$761K +$186 +2 +0%
CI
1395
CX Institutional
Indiana
$760K -$2.19M -23,587 -74%
KWA
1396
Kingswood Wealth Advisors
California
$758K -$209K -2,248 -21%
IAIM
1397
International Assets Investment Management
Florida
$757K +$19.6K +211 +3%
PCP
1398
Proficio Capital Partners
Massachusetts
$756K +$49.4K +531 +7%
RIA
1399
Regal Investment Advisors
Michigan
$754K +$78K +839 +11%
AFC
1400
AFT Forsyth & Company
Florida
$754K -$89.8K -965 -10%
54 55
56
57 58