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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1276
GeoWealth Management
Illinois
$705K +$30.9K +1,246 +4%
PE
1277
PCM Encore
Colorado
$703K +$4.91K +198 +0.6%
TF
1278
Tompkins Financial
New York
$703K +$3.3K +133 +0.4%
CC
1279
Chicago Capital
Illinois
$703K -$48.7K -1,961 -5%
FCAS
1280
First Command Advisory Services
Texas
$701K -$209K -8,401 -20%
BA
1281
Bridgewater Advisors
New York
$701K -$3.18K -128 -0.4%
LCG
1282
Lakeshore Capital Group
Illinois
$700K -$4.91K -198 -0.6%
VAG
1283
VisionPoint Advisory Group
Texas
$699K +$24.4K +983 +3%
NICM
1284
Neo Ivy Capital Management
New York
$699K -$633K -25,520 -43%
RT
1285
Rockland Trust
Massachusetts
$698K -$17.3K -695 -2%
WSCM
1286
Wellington Shields Capital Management
New York
$697K -$72.7K -2,929 -8%
WBWA
1287
William B. Walkup & Associates
South Carolina
$697K -$44.9K -1,808 -5%
MCA
1288
Magnolia Capital Advisors
Mississippi
$697K +$23.5K +947 +3%
PCFFS
1289
Pacific Center for Financial Services
California
$696K -$34.7K -1,397 -4%
AGP
1290
Aspire Growth Partners
Florida
$695K -$18.4K -741 -2%
SW
1291
SkyOak Wealth
Michigan
$694K -$247K -9,945 -23%
LWMNY
1292
Landmark Wealth Management (New York)
New York
$693K +$918 +37 +0.1%
NCM
1293
Novare Capital Management
North Carolina
$691K -$9.95K -401 -1%
CIA
1294
Choate Investment Advisors
Massachusetts
$691K -$53.5K -2,156 -6%
GC
1295
Gilbert & Cook
Iowa
$689K +$9.9K +399 +1%
BAM
1296
Brave Asset Management
New Jersey
$688K -$17.4K -700 -2%
VCM
1297
Virtue Capital Management
Tennessee
$685K -$5.51K -222 -0.7%
TAM
1298
Tealwood Asset Management
Minnesota
$684K -$2.9K -117 -0.4%
JSAM
1299
J. Safra Asset Management
New York
$684K +$690K +27,787 +530%
MWA
1300
Meridian Wealth Advisors
Texas
$683K +$1.56K +63 +0.2%
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