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Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
1026
Private Portfolio Partners
New Jersey
$605K +$227 +1 +0%
SIA
1027
Soltis Investment Advisors
Utah
$604K +$3.87K +17 +0.6%
RAM
1028
Readystate Asset Management
Illinois
$602K +$621K +2,729 New
PWPS
1029
Pinnacle Wealth Planning Services
Ohio
$601K -$156K -688 -20%
CNTOF
1030
Canandaigua National Trust of Florida
New York
$600K +$618K +2,718 New
FIA
1031
Foundations Investment Advisors
Arizona
$600K -$318K -1,399 -34%
1WM
1032
1858 Wealth Management
Ohio
$597K -$42.3K -186 -6%
CCMG
1033
Clark Capital Management Group
Pennsylvania
$597K +$142K +626 +30%
BAS
1034
Brueske Advisory Services
Washington
$596K +$614K +2,698 New
HFW
1035
Horizon Family Wealth
Illinois
$595K +$1.59K +7 +0.3%
BW
1036
Bison Wealth
Georgia
$594K -$1.12M -4,943 -65%
JWCA
1037
J.W. Cole Advisors
Florida
$592K -$9.32K -41 -2%
DWA
1038
Douglass Winthrop Advisors
New York
$581K +$599K +2,634 New
BAM
1039
Blueshift Asset Management
New Jersey
$574K +$591K +2,600 New
UWS
1040
Unique Wealth Strategies
Illinois
$574K +$21.8K +96 +4%
CWG
1041
C WorldWide Group
Denmark
$573K -$1.03M -4,511 -63%
KCIC
1042
Kuhn & Co Investment Counsel
Illinois
$571K – – –
FBT
1043
First Bank & Trust
South Dakota
$571K +$49.4K +217 +9%
RFA
1044
Resurgent Financial Advisors
Georgia
$570K -$910 -4 -0.2%
TP
1045
Tranquility Partners
Tennessee
$570K -$9.55K -42 -2%
TDC
1046
Thompson Davis & Co
Virginia
$569K -$11.4K -50 -2%
SAM
1047
Silvercrest Asset Management
New York
$565K – – –
NL
1048
NVWM LLC
Pennsylvania
$563K -$120K -529 -17%
SI
1049
Severin Investments
Missouri
$558K +$575K +2,529 New
PWP
1050
Phillips Wealth Planners
Mississippi
$558K -$3.64K -16 -0.6%
40 41
42
43 44