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Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
1501
Weaver Consulting Group
California
$506K +$59.4K +348 +19%
WCM
1502
Washburn Capital Management
Florida
$505K +$94.7K +555 +35%
ACM
1503
AlphaStar Capital Management
North Carolina
$503K +$312K +1,827 New
LWMG
1504
Levy Wealth Management Group
Pennsylvania
$501K +$363K +2,130 New
ACM
1505
Advisors Capital Management
New Jersey
$499K -$93.2K -546 -20%
BFG
1506
Bouchey Financial Group
New York
$497K -$2.56K -15 -0.7%
FWIA
1507
Fort Washington Investment Advisors
Ohio
$497K – – –
JIC
1508
Joel Isaacson & Co
New York
$497K +$361K +2,115 New
FFA
1509
Founders Financial Alliance
North Carolina
$496K +$29.2K +171 +9%
ZCA
1510
Zeke Capital Advisors
Pennsylvania
$496K +$68.1K +399 +23%
BFIC
1511
Bedell Frazier Investment Counselling
California
$494K -$154K -900 -30%
IB
1512
Intrust Bank
Kansas
$494K – – –
BA
1513
Ballew Advisors
Mississippi
$491K +$310K +1,815 New
WWA
1514
WC Walker & Associates
California
$490K +$321K +1,881 New
CHAM
1515
Clear Harbor Asset Management
Connecticut
$488K -$30.7K -180 -8%
MCM
1516
Maple Capital Management
Vermont
$488K – – –
HWM
1517
Holloway Wealth Management
Florida
$487K – – –
MWM
1518
MinichMacGregor Wealth Management
New York
$486K +$53.8K +315 +18%
SIAP
1519
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$485K -$32.3K -189 -8%
AWM
1520
Altus Wealth Management
Kentucky
$483K – – –
HMS
1521
Hanseatic Management Services
New Mexico
$483K +$15.4K +90 +5%
BFS
1522
Bickling Financial Services
Massachusetts
$483K +$351K +2,055 New
PWM
1523
PBMares Wealth Management
Virginia
$482K -$8.7K -51 -2%
DJSG
1524
D.J. St. Germain
Massachusetts
$480K – – –
SWM
1525
Stockman Wealth Management
Montana
$480K +$10.2K +60 +3%
59 60
61
62 63