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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1876
Sander Capital Advisors
Washington
$2.3M – – –
HFM
1877
Harvest Fund Management
China
$2.29M -$1.44K -6 -0.1%
SMC
1878
Smith, Moore & Co
Missouri
$2.29M -$24.5K -102 -1%
PWMAG
1879
Pinnacle Wealth Management Advisory Group
New Jersey
$2.28M -$18K -75 -0.7%
SMA
1880
Sage Mountain Advisors
Georgia
$2.28M +$159K +660 +7%
HCM
1881
Hall Capital Management
Rhode Island
$2.28M +$182K +756 +8%
PFGIA
1882
Patriot Financial Group Insurance Agency
Massachusetts
$2.27M +$181K +751 +8%
RAM
1883
Ramirez Asset Management
New York
$2.26M +$2.37M +9,845 New
CPRC
1884
Consolidated Portfolio Review Corp
New York
$2.26M +$957K +3,982 +68%
DIP
1885
DT Investment Partners
Pennsylvania
$2.26M +$1.16M +4,846 +98%
RC
1886
RDST Capital
Washington
$2.25M -$169K -705 -7%
MFGM
1887
Marshall Financial Group (Maryland)
Maryland
$2.25M -$5.77K -24 -0.2%
AAP
1888
Arax Advisory Partners
Colorado
$2.25M +$935K +3,890 +66%
RCM
1889
Radnor Capital Management
Pennsylvania
$2.24M +$48.1K +200 +2%
ACL
1890
Applied Capital LLC
Florida
$2.24M -$26.4K -110 -1%
FWM
1891
ForthRight Wealth Management
Georgia
$2.24M – – –
PWM
1892
Palumbo Wealth Management
New York
$2.24M +$1.22M +5,081 +109%
RCIM
1893
Red Cedar Investment Management
Michigan
$2.24M +$1.14M +4,753 +96%
HAC
1894
Harbor Advisory Corp
New Hampshire
$2.24M -$42.5K -177 -2%
MAM
1895
MWA Asset Management
Massachusetts
$2.23M +$2.33M +9,710 New
TSWM
1896
Tyler-Stone Wealth Management
Ohio
$2.23M +$18.5K +77 +0.8%
TWM
1897
Thrive Wealth Management
Pennsylvania
$2.22M -$29.6K -123 -1%
GWSG
1898
GPS Wealth Strategies Group
Colorado
$2.22M -$136K -566 -6%
EWG
1899
Executive Wealth Group
Washington
$2.22M +$481 +2 +0%
AA
1900
Altman Advisors
Illinois
$2.21M +$2.31M +9,627 New
74 75
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