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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1601
Howard Wealth Management
Connecticut
$1.12M – – –
PWA
1602
Physician Wealth Advisors
Utah
$1.12M +$41.4K +174 +3%
MSS
1603
Mitchell Sinkler & Starr
Pennsylvania
$1.11M +$134K +563 +14%
RZH
1604
Relyea Zuckerberg Hanson
Connecticut
$1.11M -$76.3K -321 -7%
PP
1605
Paloma Partners
Connecticut
$1.11M +$1.06M +4,476 New
CSIC
1606
Clifford Swan Investment Counsel
California
$1.11M -$7.84K -33 -0.7%
JPLA
1607
Joseph P. Lucia & Associates
New York
$1.11M -$44.4K -187 -4%
MCWS
1608
McKinley Carter Wealth Services
West Virginia
$1.11M +$67.3K +283 +7%
KCM
1609
Kornitzer Capital Management
Kansas
$1.11M – – –
QCIG
1610
Quad-Cities Investment Group
Iowa
$1.1M -$1.19K -5 -0.1%
SPWM
1611
Spartan Planning & Wealth Management
North Carolina
$1.1M +$332K +1,399 +46%
F4L
1612
Fortune 45 LLC
Louisiana
$1.1M -$4.04K -17 -0.4%
BLC
1613
Brown, Lisle/Cummings
Rhode Island
$1.1M -$19K -80 -2%
MCC
1614
Money Concepts Capital
Florida
$1.1M +$427K +1,797 +68%
LA
1615
Lindenwold Advisors
Pennsylvania
$1.1M -$17.3K -73 -2%
OWM
1616
OneAscent Wealth Management
Alabama
$1.1M +$220K +924 +26%
OWA
1617
Opal Wealth Advisors
New York
$1.1M +$12.8K +54 +1%
OAM
1618
Occidental Asset Management
California
$1.1M -$57.8K -243 -5%
RIP
1619
RAM Investment Partners
Washington
$1.09M +$112K +472 +12%
SGK
1620
Steigerwald Gordon & Koch
Virginia
$1.09M +$16.2K +68 +2%
GIM
1621
Grassi Investment Management
California
$1.09M +$7.13K +30 +0.7%
WRPWM
1622
Werba Rubin Papier Wealth Management
California
$1.09M -$3.56K -15 -0.3%
WWP
1623
WR Wealth Planners
Missouri
$1.09M +$11.2K +47 +1%
RCM
1624
RB Capital Management
Nevada
$1.09M +$42.5K +179 +4%
TNA
1625
True North Advisors
Texas
$1.09M +$426K +1,792 +69%
63 64
65
66 67