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Name Holding Trade Value Shares
Change 		Change in
Stake
TDC
1051
Thompson Davis & Co
Virginia
$322K – – –
CCG
1052
Catalina Capital Group
California
$321K +$29.3K +175 +11%
WLPWM
1053
Walled Lake Planning & Wealth Management
Illinois
$321K -$503 -3 -0.2%
PWMAG
1054
Pinnacle Wealth Management Advisory Group
New Jersey
$321K +$12.6K +75 +4%
ACP
1055
Aveo Capital Partners
Colorado
$320K -$113K -675 -27%
MHR
1056
Matthew Hamilton Rosenberg
$319K – – –
HIIFS
1057
Harel Insurance Investments & Financial Services
Israel
$318K -$21K -125 -7%
WDA
1058
Wendell David Associates
New Hampshire
$318K – – –
AWA
1059
Aaron Wealth Advisors
Illinois
$316K +$40.2K +240 +15%
KI
1060
Kapitalo Investimentos
Brazil
$316K -$48.5K -289 -14%
MAG
1061
MRA Advisory Group
New Jersey
$315K +$300K +1,790 New
WTC
1062
WhitTier Trust Company
Nevada
$315K -$1.68K -10 -0.6%
EP
1063
Edgestream Partners
New Jersey
$314K -$2.91M -17,371 -91%
CFO
1064
Callan Family Office
Pennsylvania
$313K +$30K +179 +11%
BMC
1065
Bear Mountain Capital
Washington
$313K +$1.01K +6 +0.3%
LA
1066
Legacy Advisors
Pennsylvania
$312K +$26.5K +158 +10%
LSIA
1067
LaSalle St. Investment Advisors
Illinois
$312K +$42.1K +251 +17%
VCG
1068
Vantage Consulting Group
Virginia
$311K -$27.7K -165 -9%
GIA
1069
Gateway Investment Advisers
Ohio
$310K -$13.1K -78 -4%
EFS
1070
Essex Financial Services
Connecticut
$310K +$50.8K +303 +23%
WA
1071
Waverly Advisors
Alabama
$309K +$294K +1,754 New
TA
1072
TFB Advisors
Kansas
$308K +$64.6K +385 +28%
CA
1073
Claro Advisors
Massachusetts
$306K +$291K +1,737 New
XSC
1074
X-Square Capital
Puerto Rico
$305K -$13.4K -80 -4%
KP
1075
Keel Point
Alabama
$305K +$18.1K +108 +7%
41 42
43
44 45