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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1151
Condor Capital Management
New Jersey
$955K -$55.1K -291 -4%
HIM
1152
Hotaling Investment Management
Pennsylvania
$954K -$243K -1,285 -14%
CWM
1153
Congress Wealth Management
Massachusetts
$954K +$308K +1,627 +27%
PWM
1154
Pinnacle Wealth Management
California
$946K -$111K -588 -7%
CP
1155
Cumberland Partners
Ontario, Canada
$946K +$104K +550 +8%
CCM
1156
Colorado Capital Management
Colorado
$943K – – –
VCP
1157
Verus Capital Partners
Arizona
$941K +$152K +802 +12%
ATC
1158
Argent Trust Co
Tennessee
$939K +$140K +740 +11%
AT
1159
American Trust
Kentucky
$939K -$720K -3,800 -33%
MAM
1160
McCarthy Asset Management
California
$938K +$1.89K +10 +0.1%
DI
1161
DFPG Investments
Utah
$938K +$916K +4,839 +175%
DWM
1162
Dakota Wealth Management
Florida
$936K -$27.8K -147 -2%
NIM
1163
NXG Investment Management
Texas
$934K +$697K +3,679 +94%
DCM
1164
Donaldson Capital Management
Indiana
$933K +$228K +1,206 +19%
PWM
1165
Purus Wealth Management
California
$932K +$189 +1 +0%
IB
1166
Intrust Bank
Kansas
$931K -$1.64M -8,649 -53%
VF
1167
VitalStone Financial
Texas
$930K +$1.45M +7,647 New
TWA
1168
TCI Wealth Advisors
Arizona
$929K -$158K -837 -10%
VFPW
1169
Vantage Financial Partners (Wisconsin)
Wisconsin
$929K +$588K +3,104 +70%
BFAG
1170
Blackston Financial Advisory Group
Florida
$928K +$18.6K +98 +1%
IA
1171
IFG Advisory
Georgia
$927K -$693K -3,662 -33%
SAM
1172
SignalPoint Asset Management
Missouri
$927K +$243K +1,283 +21%
FPCP
1173
Fort Point Capital Partners
California
$927K -$189 -1 -0%
CPA
1174
Capital Planning Advisors
California
$925K -$1.08M -5,727 -43%
AFM
1175
Anson Funds Management
Texas
$924K +$1.42M +7,500 New
45 46
47
48 49