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Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
801
Private Capital Group
Connecticut
$46K – – –
EWP
802
Engrave Wealth Partners
Texas
$46K +$16.7K +240 +96%
KPW
803
Kore Private Wealth
New York
$45K -$132K -1,900 -80%
CHA
804
Carmichael Hill & Associates
Maryland
$42K +$6.94K +100 +29%
NG
805
NWK Group
California
$40K – – –
SIM
806
Sonora Investment Management
Arizona
$38K +$27.8K +400 New
AIC
807
Archer Investment Corporation
Indiana
$38K -$7.63K -110 -22%
AIM
808
Anchor Investment Management
South Carolina
$36.1K +$5.55K +80 +27%
MF
809
Manchester Financial
California
$36K – – –
TCM
810
Tradewinds Capital Management
Washington
$36K +$12.5K +180 +90%
CWP
811
CFM Wealth Partners
Texas
$35K -$694 -10 -3%
AWM
812
Avior Wealth Management
Nebraska
$35K +$21.5K +310 +517%
AF
813
Arrow Financial
New York
$34K – – –
CFN
814
Cordasco Financial Network
Florida
$34K – – –
PCTC
815
Perkins Coie Trust Company
Washington
$34K – – –
RIM
816
Rockbridge Investment Management
New York
$34K +$25K +360 New
PFPT
817
Pinnacle Financial Partners (Tennessee)
Tennessee
$33K – – –
PFBT
818
Parkside Financial Bank & Trust
Missouri
$32K +$9.72K +140 +70%
LWA
819
Lenox Wealth Advisors
New York
$32K +$17.4K +250 +278%
FHA
820
First Horizon Advisors
Tennessee
$32K +$24.3K +350 New
HWM
821
HighMark Wealth Management
Minnesota
$31K – – –
RWM
822
Raffa Wealth Management
District of Columbia
$29.4K -$5.55K -80 -21%
MHR
823
Matthew Hamilton Rosenberg
$29K +$21.5K +310 New
PCM
824
Peregrine Capital Management
Minnesota
$28K -$5.55K -80 -22%
WAS
825
Winch Advisory Services
Wisconsin
$28K +$20.1K +290 New
31 32
33
34 35