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Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
3426
Asset Allocation & Management Company
Illinois
$506K – – –
CWD
3427
Clarity Wealth Development
Oregon
$505K -$39.5K -114 -7%
AF
3428
Apollon Financial
South Carolina
$504K +$33.6K +97 +7%
FCCM
3429
First City Capital Management
Georgia
$503K – – –
EWM
3430
Elevatus Welath Management
New York
$502K +$62K +179 +14%
WDG
3431
Wealth Dimensions Group
Ohio
$502K -$131K -379 -20%
PCM
3432
Park Capital Management
Wisconsin
$502K -$47.4K -137 -9%
SIC
3433
Schwartz Investment Counsel
Michigan
$502K – – –
ECM
3434
Element Capital Management
New York
$502K +$509K +1,470 New
NC
3435
NovaPoint Capital
Georgia
$502K +$509K +1,470 New
MWA
3436
Muirfield Wealth Advisors
North Carolina
$501K +$1.04K +3 +0.2%
MIM
3437
Marco Investment Management
Georgia
$499K -$1.38K -4 -0.3%
C
3438
Covestor
United Kingdom
$498K +$3.81K +11 +0.8%
MEAC
3439
M.E. Allison & Co
Texas
$497K +$8.65K +25 +2%
FFM
3440
Fullerton Fund Management
Singapore
$497K -$575K -1,660 -53%
MP
3441
McDonald Partners
Ohio
$497K +$225K +649 +81%
XPN
3442
XY Planning Network
Montana
$495K – – –
MTC
3443
Matrix Trust Company
Colorado
$495K +$161K +466 +47%
TWM
3444
Tolleson Wealth Management
Texas
$494K – – –
WA
3445
WPG Advisers
Maryland
$492K -$34.3K -99 -6%
PCM
3446
Polymer Capital Management
New York
$492K +$499K +1,441 New
MAM
3447
Marquette Asset Management
Minnesota
$492K – – –
WIM
3448
Westside Investment Management
California
$492K +$106K +307 +27%
GWM
3449
Greenwich Wealth Management
Connecticut
$490K +$7.96K +23 +2%
FAIM
3450
Financial Advocates Investment Management
Washington
$489K -$4.73M -13,676 -91%
136 137
138
139 140