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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1701
Private Trust Company
Ohio
$866K +$323K +963 +64%
HCM
1702
Hall Capital Management
Rhode Island
$861K -$5.03K -15 -0.6%
KWMG
1703
King Wealth Management Group
Florida
$858K -$26.2K -78 -3%
BPWM
1704
Badgley Phelps Wealth Managers
Washington
$855K -$2.01K -6 -0.2%
MCM
1705
Monument Capital Management
Virginia
$854K +$15.1K +45 +2%
NAMP
1706
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$853K – – –
AGM
1707
Alpine Global Management
New York
$853K +$812K +2,421 New
RCS
1708
Retirement Capital Strategies
California
$851K +$1.01K +3 +0.1%
QCIG
1709
Quad-Cities Investment Group
Iowa
$851K +$435K +1,296 +116%
EWA
1710
EverSource Wealth Advisors
Alabama
$851K +$811K +2,418 New
SSG
1711
Summit Securities Group
New York
$850K +$482K +1,437 +147%
WDG
1712
Wealth Dimensions Group
Ohio
$848K -$317K -945 -28%
PAM
1713
Pegasus Asset Management
New York
$845K – – –
A
1714
Astrantus
Cyprus
$845K +$805K +2,400 New
TRIA
1715
Trail Ridge Investment Advisors
Colorado
$845K +$805K +2,400 New
PWS
1716
Paragon Wealth Strategies
Florida
$843K +$32.2K +96 +4%
BFC
1717
Bedel Financial Consulting
Indiana
$842K +$11.1K +33 +1%
WA
1718
WP Advisors
California
$840K – – –
BCM
1719
Breiter Capital Management
Florida
$839K +$10.1K +30 +1%
SIS
1720
Sound Income Strategies
Florida
$838K +$48.3K +144 +6%
RF
1721
Rollins Financial
Georgia
$838K +$798K +2,379 New
SBL
1722
Sargent Bickham Lagudis
Colorado
$837K -$105K -312 -12%
AIP
1723
Almanack Investment Partners
Pennsylvania
$837K -$10.1K -30 -1%
CBA
1724
Coastal Bridge Advisors
Connecticut
$837K +$478K +1,425 +100%
AB
1725
Atlas Brown
Kentucky
$836K -$9.06K -27 -1%
67 68
69
70 71