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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
826
Private Wealth Asset Management
Iowa
$359K -$3.24K -14 -0.9%
NSUP
827
NLB Skladi upravljanje premozenja
$358K +$364K +1,572 New
PTC
828
Private Trust Company
Ohio
$357K +$44.4K +192 +14%
AAP
829
Arax Advisory Partners
Colorado
$356K -$137K -592 -27%
CAMG
830
CWA Asset Management Group
Florida
$355K +$37.7K +163 +12%
DCM
831
Donaldson Capital Management
Indiana
$351K +$17.6K +76 +5%
CWMGO
832
Capstone Wealth Management Group (Oregon)
Oregon
$351K – – –
PBC
833
Pavion Blue Capital
California
$351K – – –
CL
834
CSS LLC
Illinois
$348K +$354K +1,530 New
KP
835
Keel Point
Alabama
$348K +$17.3K +75 +5%
RA
836
RFG Advisory
Alabama
$348K +$14.8K +64 +4%
CG
837
CFO4Life Group
Texas
$347K +$353K +1,526 New
RCM
838
Radnor Capital Management
Pennsylvania
$347K – – –
CWM
839
Calamos Wealth Management
Illinois
$344K +$53.4K +231 +18%
SFS
840
Sowell Financial Services
Arkansas
$342K +$24.1K +104 +7%
CPWA
841
Cerro Pacific Wealth Advisors
California
$342K +$19.7K +85 +6%
AL
842
Arnhold LLC
New York
$341K – – –
KIA
843
Knollwood Investment Advisory
Maryland
$341K – – –
PPA
844
Pacific Point Advisors
California
$341K +$30.5K +132 +10%
SWM
845
SHP Wealth Management
Massachusetts
$339K +$345K +1,491 New
LAM
846
L2 Asset Management
Massachusetts
$339K +$23.6K +102 +7%
OCM
847
One Capital Management
California
$337K – – –
MCM
848
Manchester Capital Management
Vermont
$337K -$155K -669 -31%
JF
849
JMN Financial
Ohio
$337K +$342K +1,480 New
CWG
850
Cornerstone Wealth Group
North Carolina
$336K +$117K +505 +52%
32 33
34
35 36