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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
676
Tradewinds Capital Management
Washington
$315K +$3.73K +25 +1%
PCH
677
Polar Capital Holdings
United Kingdom
$315K +$104K +700 +47%
S
678
SimplyRich
California
$314K – – –
FNT
679
First National Trust
Pennsylvania
$314K -$216K -1,452 -40%
MCM
680
Manchester Capital Management
Vermont
$312K +$30.4K +204 +10%
LSAG
681
Lake Street Advisors Group
New Hampshire
$310K +$16.2K +109 +5%
BFWM
682
Bright Futures Wealth Management
New York
$310K -$11.9K -80 -4%
NP
683
NorthRock Partners
Minnesota
$309K -$111K -743 -26%
AMIM
684
Aull & Monroe Investment Management
Alabama
$309K -$14.9K -100 -4%
PP
685
PDT Partners
New York
$307K -$164K -1,100 -34%
CWA
686
Clearview Wealth Advisors
Oregon
$302K -$2.83K -19 -0.9%
RMAM
687
Raab & Moskowitz Asset Management
New Jersey
$301K +$9.54K +64 +3%
WMA
688
West Michigan Advisors
Michigan
$299K -$18.6K -125 -6%
SWM
689
Seed Wealth Management
Illinois
$298K – – –
PFS
690
Prospera Financial Services
Texas
$296K +$13.6K +91 +5%
CC
691
Callan Capital
California
$296K +$15.8K +106 +5%
GA
692
Geller Advisors
New York
$294K +$7.9K +53 +3%
SFG
693
SevenBridge Financial Group
Pennsylvania
$294K -$39.2K -263 -12%
SCM
694
SKBA Capital Management
California
$293K – – –
JCM
695
Janney Capital Management
Pennsylvania
$292K – – –
AM
696
AGF Management
Ontario, Canada
$291K +$303K +2,036 New
CI
697
Conning Inc
Connecticut
$291K -$64.4K -432 -18%
NWAG
698
Net Worth Advisory Group
Utah
$291K +$2.09K +14 +0.7%
DC
699
Diametric Capital
Massachusetts
$290K +$302K +2,025 New
PCIA
700
Prime Capital Investment Advisors
Kansas
$288K +$4.62K +31 +2%
26 27
28
29 30