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Name Holding Trade Value Shares
Change 		Change in
Stake
PGFC
1301
Peapack-Gladstone Financial Corp
New Jersey
$365K +$3.48K +50 +1%
CCMG
1302
Clark Capital Management Group
Pennsylvania
$364K -$9.31K -134 -3%
FMLI
1303
Fukoku Mutual Life Insurance
Japan
$363K +$348K +5,000 New
FAM
1304
Formidable Asset Management
Ohio
$363K +$17.2K +247 +5%
RIA
1305
Regal Investment Advisors
Michigan
$363K -$66K -949 -16%
AA
1306
Ancora Advisors
Ohio
$362K +$139 +2 +0%
MFG
1307
Magnus Financial Group
New York
$362K +$7.78K +112 +2%
RCG
1308
Regatta Capital Group
California
$361K +$4.8K +69 +1%
SWMP
1309
Signature Wealth Management Partners
New Jersey
$360K -$101K -1,450 -23%
SCM
1310
Sterneck Capital Management
Missouri
$360K -$4.45K -64 -1%
PP
1311
Pegasus Partners
Wisconsin
$359K +$344K +4,945 New
LOAMU
1312
Lombard Odier Asset Management (USA)
New York
$356K +$341K +4,901 New
CP
1313
Covenant Partners
Tennessee
$355K – – –
MA
1314
Mutual Advisors
Nebraska
$354K -$6.19K -89 -2%
HFS
1315
Howard Financial Services
Texas
$354K -$626 -9 -0.2%
DWM
1316
Drive Wealth Management
Utah
$351K +$8.27K +119 +3%
MIC
1317
Meridian Investment Counsel
California
$349K – – –
MA
1318
MONECO Advisors
Connecticut
$349K +$12.9K +185 +4%
IFWM
1319
Institute for Wealth Management
Colorado
$349K +$40.7K +585 +14%
BA
1320
Bluesphere Advisors
Pennsylvania
$349K +$333K +4,796 New
PIA
1321
Powell Investment Advisors
Florida
$347K – – –
DWM
1322
Dorchester Wealth Management
Quebec, Canada
$347K +$332K +4,770 New
MCA
1323
Millennium Capital Advisors
Arkansas
$345K – – –
HAS
1324
HBW Advisory Services
California
$342K +$17.7K +255 +6%
RFA
1325
Rollins Financial Advisors
New York
$341K +$26.8K +385 +9%
51 52
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