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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1426
TriaGen Wealth Management
California
$797K +$105 +1 +0%
IA
1427
Insight Advisors
Pennsylvania
$795K +$92.4K +880 +15%
MFG
1428
Monumental Financial Group
Maryland
$795K +$764K +7,280 New
PG
1429
Patten Group
Tennessee
$792K – – –
ST
1430
Smithfield Trust
Pennsylvania
$790K +$25.7K +245 +4%
AWA
1431
Arkadios Wealth Advisors
Georgia
$783K +$71.9K +685 +11%
OBGC
1432
O'Brien Greene & Co
Pennsylvania
$780K -$5.44M -51,836 -88%
BBNA
1433
Bremer Bank National Association
Minnesota
$779K -$157K -1,498 -17%
MCM
1434
Manchester Capital Management
Vermont
$778K -$6.72K -64 -0.9%
MGIA
1435
Moneta Group Investment Advisors
Missouri
$777K +$114K +1,082 +18%
AB
1436
Atlas Brown
Kentucky
$775K +$105 +1 +0%
FA
1437
FMA Advisory
Pennsylvania
$775K +$388K +3,699 +109%
IF
1438
Intrua Financial
Texas
$773K +$68.9K +656 +11%
BEAM
1439
Baker Ellis Asset Management
Washington
$769K -$17.4K -166 -2%
TYCC
1440
Texas Yale Capital Corp
Florida
$769K – – –
CFA
1441
Carroll Financial Associates
North Carolina
$769K +$84.9K +809 +13%
RA
1442
Rational Advisors
New York
$765K -$785K -7,481 -52%
PA
1443
Procyon Advisors
Connecticut
$765K -$40.5K -386 -5%
UM
1444
Ulysses Management
New York
$765K +$420K +4,000 +133%
AGA
1445
Accuvest Global Advisors
Utah
$765K +$735K +7,000 New
CP
1446
Covenant Partners
Tennessee
$764K -$226K -2,157 -24%
SCG
1447
Sonata Capital Group
Washington
$762K +$40.4K +385 +6%
BCM
1448
BTR Capital Management
California
$761K +$29.2K +278 +4%
PAI
1449
Pittenger & Anderson Inc
Nebraska
$760K +$6.3K +60 +0.9%
PIM
1450
Perpetual Investment Management
Australia
$759K +$16.8K +160 +2%
56 57
58
59 60