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Name Holding Trade Value Shares
Change 		Change in
Stake
LCWP
926
Legacy Capital Wealth Partners
Arkansas
$245K +$18.1K +150 +7%
RCM
927
RB Capital Management
Nevada
$245K +$267K +2,210 New
MTC
928
McDaniel Terry & Co
Texas
$243K – – –
SOW
929
State of Wyoming
Wyoming
$243K +$266K +2,200 New
SQA
930
Simon Quick Advisors
New Jersey
$242K -$12.1K -100 -4%
RC
931
RegentAtlantic Capital
New Jersey
$242K +$26.6K +220 +11%
PP
932
PDS Planning
Ohio
$242K +$265K +2,190 New
EH
933
Equitable Holdings
New York
$240K +$262K +2,170 New
SM
934
Sciencast Management
New Jersey
$239K +$242K +2,000 New
SEIA
935
Signature Estate & Investment Advisors
California
$239K +$261K +2,160 New
NDSI
936
Newman Dignan & Sheerar Inc
Rhode Island
$238K – – –
VWM
937
Valley Wealth Managers
New Jersey
$238K – – –
VWA
938
Visionary Wealth Advisors
Illinois
$238K +$2.42K +20 +0.9%
WA
939
Wealth Architects
California
$238K +$12.1K +100 +5%
DBRC
940
D.B. Root & Company
Pennsylvania
$237K +$260K +2,150 New
BCM
941
Bourgeon Capital Management
Connecticut
$236K – – –
HPC
942
HM Payson & Co
Maine
$236K +$139K +1,150 +117%
CFA
943
Capstone Financial Advisors
Illinois
$236K +$257K +2,130 New
LWIC
944
Leith Wheeler Investment Counsel
British Columbia, Canada
$235K -$21.7K -180 -8%
CAM
945
Cypress Asset Management
Texas
$231K – – –
MF
946
Magnetar Financial
Illinois
$230K +$251K +2,080 New
FNC
947
First National Corp
Massachusetts
$229K – – –
SFS
948
Summit Financial Strategies
Ohio
$228K +$249K +2,060 New
PFA
949
Paradigm Financial Advisors
Missouri
$224K +$27.8K +230 +13%
ANHIM
950
Alan N. Hoffman Investment Management
Massachusetts
$224K +$244K +2,020 New
36 37
38
39 40