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Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1701
Montecito Bank & Trust
California
$4.65M +$4.72M +13,630 New
LSPW
1702
Lake Street Private Wealth
Illinois
$4.64M +$3.46K +10 +0.1%
UAS
1703
United Asset Strategies
New York
$4.64M -$67.5K -195 -1%
SF
1704
Slagle Financial
Illinois
$4.64M +$175K +505 +4%
TPI
1705
Trust Point Inc
Wisconsin
$4.63M -$600K -1,733 -11%
CCT
1706
Chemung Canal Trust
New York
$4.62M -$88.9K -257 -2%
MA
1707
MCF Advisors
Kentucky
$4.61M +$1.25M +3,598 +36%
HCM
1708
Howard Capital Management
Georgia
$4.59M +$144K +415 +3%
KCM
1709
Kennedy Capital Management
Missouri
$4.59M -$232K -669 -5%
MAM
1710
Milestone Asset Management
Pennsylvania
$4.59M +$2.22M +6,427 +92%
BMO
1711
Beck Mack & Oliver
New York
$4.58M – – –
IFWM
1712
Institute for Wealth Management
Colorado
$4.58M +$14.9K +43 +0.3%
CGL
1713
Clarius Group LLC
Washington
$4.58M -$1.5M -4,335 -24%
SB
1714
SIG Brokerage
New York
$4.57M +$252K +729 +6%
PB
1715
Pinnacle Bancorp
Nebraska
$4.56M -$307K -886 -6%
CA
1716
CSM Advisors
Pennsylvania
$4.55M +$4.15M +11,988 +888%
AWM
1717
Aries Wealth Management
Maine
$4.53M +$62.6K +181 +1%
FC
1718
FORA Capital
Florida
$4.52M +$4.58M +13,235 New
CSC
1719
Caldwell Sutter Capital
California
$4.51M -$278K -803 -6%
BOS
1720
Bank of Stockton
California
$4.51M +$36.7K +106 +0.8%
BTI
1721
Blue Trust Inc
Georgia
$4.51M -$360K -1,041 -7%
LFA
1722
Legacy Financial Advisors
Kentucky
$4.51M -$171K -493 -4%
CHP
1723
Castle Hook Partners
New York
$4.5M +$3.57M +10,329 +363%
AAM
1724
Azzad Asset Management
Virginia
$4.49M +$406K +1,173 +10%
BIA
1725
Benchmark Investment Advisors
Illinois
$4.48M +$4.52M +13,066 New
67 68
69
70 71