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Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1801
Almanack Investment Partners
Pennsylvania
$736K +$6.39K +39 +0.9%
BCWM
1802
Bartlett & Co Wealth Management
Ohio
$727K – – –
MCM
1803
Maryland Capital Management
Maryland
$727K -$28.3K -173 -4%
BC
1804
Bartlett & Co
Ohio
$727K – – –
SBA
1805
Secrest Blakey & Associates
North Carolina
$727K +$14.6K +89 +2%
CAC
1806
Certified Advisory Corp
Florida
$724K +$27.5K +168 +4%
PSC
1807
Prentiss Smith & Co
Vermont
$723K +$6.39K +39 +0.9%
BB
1808
Bell Bank
North Dakota
$722K -$38.2K -233 -5%
EWA
1809
ERTS Wealth Advisors
Michigan
$720K – – –
SIAS
1810
Shine Investment Advisory Services
Colorado
$720K – – –
LDB
1811
Lee, Danner & Bass
Tennessee
$718K -$819 -5 -0.1%
PCG
1812
Private Capital Group
Connecticut
$717K -$399K -2,436 -31%
VCA
1813
Verdence Capital Advisors
Maryland
$716K -$10.3K -63 -2%
RTC
1814
Riverview Trust Company
Washington
$713K – – –
SCM
1815
Southport Capital Management
Tennessee
$712K -$36.2K -221 -5%
GIA
1816
Guyasuta Investment Advisors
Pennsylvania
$709K – – –
SFWC
1817
Strategic Family Wealth Counselors
New Jersey
$706K +$982 +6 +0.1%
KC
1818
Knuff & Co
California
$703K +$57.3K +350 +9%
GIM
1819
Guild Investment Management
California
$700K -$38.5K -235 -6%
IWP
1820
Icon Wealth Partners
Texas
$698K +$23.9K +146 +4%
MGIA
1821
Moneta Group Investment Advisors
Missouri
$694K -$84.3K -515 -11%
NGA
1822
Naples Global Advisors
Florida
$692K +$33.1K +202 +5%
BW
1823
Bison Wealth
Georgia
$690K -$146K -889 -18%
SIM
1824
SSI Investment Management
California
$687K -$2.29K -14 -0.4%
HH
1825
HWG Holdings
Texas
$686K -$395K -2,414 -38%
71 72
73
74 75