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Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1151
Xcel Wealth Management
Florida
$310K – – –
CIP
1152
Convergence Investment Partners
Florida
$309K -$10.1K -53 -3%
HW
1153
Hamilton Wealth
California
$306K +$284K +1,482 New
DMBA
1154
Deseret Mutual Benefit Administrators
Utah
$305K -$5.74K -30 -2%
ICM
1155
IMS Capital Management
Oregon
$304K – – –
MTC
1156
McDaniel Terry & Co
Texas
$301K – – –
KIG
1157
Kowal Investment Group
Wisconsin
$301K +$4.4K +23 +2%
PI
1158
PFG Investments
New York
$301K +$39.6K +207 +17%
MAP
1159
Moody Aldrich Partners
Massachusetts
$298K +$277K +1,446 New
HCP
1160
Hexagon Capital Partners
Arkansas
$297K +$30.1K +157 +12%
RCA
1161
Resonant Capital Advisors
Wisconsin
$296K +$16.7K +87 +6%
LSPW
1162
Lake Street Private Wealth
Illinois
$296K -$413K -2,155 -60%
TCM
1163
Triumph Capital Management
Colorado
$295K +$274K +1,429 New
TC
1164
Trilogy Capital
California
$295K -$29.1K -152 -10%
DCM
1165
Driehaus Capital Management
Illinois
$294K +$273K +1,424 New
PFBT
1166
Parkside Financial Bank & Trust
Missouri
$293K +$766 +4 +0.3%
KMWM
1167
Keudell/Morrison Wealth Management
Oregon
$293K +$26K +136 +11%
TCWM
1168
Total Clarity Wealth Management
Illinois
$291K – – –
HC
1169
Hamilton Capital
Ohio
$290K +$3.45K +18 +1%
KA
1170
Klingman & Associates
New York
$288K -$191 -1 -0.1%
ST
1171
Smithfield Trust
Pennsylvania
$288K -$5.36K -28 -2%
HBW
1172
Hazlett, Burt & Watson
West Virginia
$287K +$88.6K +463 +50%
GA
1173
Gateway Advisory
New Jersey
$287K -$383 -2 -0.1%
DFA
1174
Delta Financial Advisors
Louisiana
$285K – – –
SA
1175
Skyline Advisors
Washington
$279K -$1.34K -7 -0.5%
45 46
47
48 49