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Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
1851
New England Research & Management
Illinois
$1.72M +$76.7K +375 +5%
CAAS
1852
Capital Asset Advisory Services
Michigan
$1.72M +$367K +1,792 +30%
KSCM
1853
Kamunting Street Capital Management
Florida
$1.71M – – –
MFGM
1854
Marshall Financial Group (Maryland)
Maryland
$1.71M +$1.6M +7,824 New
CWMU
1855
Caliber Wealth Management (Utah)
Utah
$1.71M +$1.6M +7,795 New
C
1856
Certuity
Florida
$1.7M +$258K +1,261 +19%
MCM
1857
Mainstay Capital Management
Michigan
$1.7M +$4.5K +22 +0.3%
HCM
1858
Hall Capital Management
Rhode Island
$1.7M +$240K +1,172 +18%
NDSI
1859
Newman Dignan & Sheerar Inc
Rhode Island
$1.69M – – –
DRS
1860
Deane Retirement Strategies
Louisiana
$1.69M +$1.58M +7,733 New
LPT
1861
Legacy Private Trust
Wisconsin
$1.69M -$52.8K -258 -3%
MFG
1862
Merit Financial Group
Georgia
$1.69M +$16.8K +82 +1%
RA
1863
RFG Advisory
Alabama
$1.68M -$12.7K -62 -0.8%
EGA
1864
E&G Advisors
Texas
$1.67M -$2.05K -10 -0.1%
NL
1865
NWAM LLC
Washington
$1.66M +$1.56M +7,604 New
MWVC
1866
Morgens Waterfall Vintiadis & Co
New York
$1.66M -$522K -2,550 -25%
CCM
1867
Community Capital Management
Florida
$1.66M – – –
SMC
1868
Smith, Moore & Co
Missouri
$1.66M +$7.98K +39 +0.5%
CA
1869
Continuum Advisory
Idaho
$1.65M +$1.14M +5,563 +279%
LA
1870
Latitude Advisors
Florida
$1.65M +$1.55M +7,556 New
CI
1871
CX Institutional
Indiana
$1.65M +$360K +1,760 +30%
HAC
1872
Harbor Advisory Corp
New Hampshire
$1.65M +$1.54M +7,539 New
PPG
1873
Peak Planning Group
Colorado
$1.65M +$12.9K +63 +0.8%
CA
1874
Calton & Associates
Florida
$1.65M +$157K +765 +11%
PA
1875
Procyon Advisors
Connecticut
$1.64M -$21.3K -104 -1%
73 74
75
76 77