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Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
2301
Verity Asset Management
North Carolina
$696K +$63.1K +300 +10%
SFG
2302
Sovereign Financial Group
Connecticut
$696K +$264K +1,252 +61%
SFG
2303
SNS Financial Group
Minnesota
$695K +$33.3K +158 +5%
FCA
2304
FLC Capital Advisors
California
$694K +$21K +100 +3%
ECA
2305
Elevated Capital Advisors
Utah
$694K +$65.5K +311 +11%
TCPWM
2306
Traverso Chambers Private Wealth Management
California
$693K – – –
SAM
2307
SignalPoint Asset Management
Missouri
$693K +$9.47K +45 +1%
OFG
2308
Omega Financial Group
California
$691K -$24.6K -117 -3%
GLAM
2309
Gardner Lewis Asset Management
Pennsylvania
$691K +$376K +1,785 +121%
PMA
2310
Prudent Man Advisors
Illinois
$690K +$14.3K +68 +2%
DA
2311
Detalus Advisors
Missouri
$688K +$31.2K +148 +5%
SAS
2312
Stelac Advisory Services
New York
$686K -$17.3K -82 -2%
TWM
2313
Tradition Wealth Management
Minnesota
$684K -$25.9K -123 -4%
BFA
2314
Bragg Financial Advisors
North Carolina
$681K +$48.4K +230 +8%
TIAM2
2315
Tru Independence Asset Management 2
Oregon
$681K +$62.3K +296 +10%
JF
2316
JSF Financial
California
$680K -$15.2K -72 -2%
BGDI
2317
BW Gestao de Investimentos
Brazil
$678K +$674K +3,200 New
PAM
2318
Paradigm Asset Management
New York
$675K -$63.1K -300 -9%
PP
2319
Palladium Partners
Virginia
$675K -$2.95K -14 -0.4%
PL
2320
Plancorp LLC
Missouri
$674K +$52K +247 +8%
CL
2321
CPWM LLC
Washington
$672K -$429K -2,040 -39%
PPP
2322
Private Portfolio Partners
New Jersey
$671K +$37K +176 +6%
CWM
2323
Curi Wealth Management
North Carolina
$671K +$4.63K +22 +0.7%
FPCG
2324
Fort Pitt Capital Group
Pennsylvania
$671K +$39.2K +186 +6%
BA
2325
Birinyi Associates
Connecticut
$667K -$232K -1,100 -26%
91 92
93
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