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Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1876
Canton Hathaway
Rhode Island
$2.88M – – –
BFS
1877
Bard Financial Services
Connecticut
$2.88M – – –
SPFA
1878
Summit Place Financial Advisors
New Jersey
$2.87M +$41.1K +150 +1%
SF
1879
Symphony Financial
Texas
$2.86M +$136K +495 +5%
CWM
1880
Cordatus Wealth Management
Pennsylvania
$2.86M +$25.2K +92 +0.9%
SSI
1881
Scott & Selber Inc
Texas
$2.85M +$44.7K +163 +2%
BMO
1882
Beck Mack & Oliver
New York
$2.85M +$1.65K +6 +0.1%
BCM
1883
Brasada Capital Management
Texas
$2.85M +$41.4K +151 +1%
JSC
1884
J. Stern & Co
United Kingdom
$2.85M +$841K +3,070 +39%
NL
1885
NWAM LLC
Washington
$2.84M +$181K +659 +6%
GPA
1886
Garrison Point Advisors
California
$2.84M +$1.1K +4 +0%
MMG
1887
Monetary Management Group
Missouri
$2.84M -$274K -1,000 -8%
IP
1888
Intellectus Partners
California
$2.83M -$215K -783 -7%
PPC
1889
Park Place Capital
Alabama
$2.83M -$15.6K -57 -0.5%
PWMAG
1890
Pinnacle Wealth Management Advisory Group
New Jersey
$2.83M +$189K +691 +7%
SBIA
1891
Sheaff Brock Investment Advisors
Indiana
$2.81M -$1.71M -6,249 -37%
CIC
1892
Chase Investment Counsel
Virginia
$2.81M -$3.6M -13,147 -55%
ACM
1893
AlphaStar Capital Management
North Carolina
$2.81M +$525K +1,916 +22%
PPWP
1894
Premier Path Wealth Partners
New Jersey
$2.81M -$25.5K -93 -0.9%
ETCM
1895
Evolutionary Tree Capital Management
Virginia
$2.81M -$48K -175 -2%
TFP
1896
Tilia Fiduciary Partners
North Carolina
$2.81M +$180K +658 +7%
NHC
1897
Nicholas Hoffman & Company
Georgia
$2.8M -$16.4K -60 -0.6%
SIC
1898
SJS Investment Consulting
Ohio
$2.79M +$5.21K +19 +0.2%
CTC
1899
Cetera Trust Company
Minnesota
$2.79M -$291K -1,063 -9%
TGAM
1900
TBH Global Asset Management
Tennessee
$2.79M -$959K -3,499 -25%
74 75
76
77 78