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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1551
Calton & Associates
Florida
$732K +$238K +7,057 +45%
EFMC
1552
Empire Financial Management Company
New York
$731K – – –
WCG
1553
Weaver Consulting Group
California
$730K +$175K +5,174 +30%
BOC
1554
Barbara Oil Co
Illinois
$729K – – –
DGAM
1555
Desjardins Global Asset Management
Quebec, Canada
$729K -$508K -15,046 -40%
WA1
1556
Wimmer Associates 1
California
$728K -$88.5K -2,619 -10%
KLCM
1557
KG&L Capital Management
Louisiana
$726K +$439 +13 +0.1%
FAM
1558
Formidable Asset Management
Ohio
$725K -$2.57K -76 -0.3%
TIMH
1559
Tilt Investment Management Holdings
New York
$724K – – –
SFA
1560
Souders Financial Advisors
Ohio
$724K +$97.4K +2,882 +15%
BAM
1561
Brave Asset Management
New Jersey
$722K +$33.3K +987 +5%
AFAS
1562
Acorn Financial Advisory Services
Virginia
$722K +$23K +681 +3%
WMS
1563
Wealth Management Solutions
Pennsylvania
$720K +$2.5K +74 +0.3%
FHB
1564
First Hawaiian Bank
Hawaii
$720K -$585K -17,326 -44%
EAMA
1565
EFG Asset Management (Americas)
Florida
$719K -$138K -4,070 -15%
HCM
1566
Highlander Capital Management
New Jersey
$719K +$323K +9,572 +76%
SAM
1567
Secure Asset Management
Michigan
$718K +$237K +7,001 +46%
SF
1568
Summit Financial
New Jersey
$718K -$123K -3,635 -14%
CA
1569
Carson Advisory
Georgia
$717K +$55.5K +1,643 +8%
MWM
1570
Modera Wealth Management
New Jersey
$717K -$95.7K -2,833 -11%
FRA
1571
Front Row Advisors
California
$715K -$34.3K -1,014 -4%
FIM
1572
Freedom Investment Management
Connecticut
$712K -$62.3K -1,844 -8%
CWM
1573
Curi Wealth Management
North Carolina
$711K -$23.8K -704 -3%
DFG
1574
Demars Financial Group
Washington
$711K +$281K +8,323 +61%
MWM
1575
Moran Wealth Management
Florida
$707K +$500K +14,797 +211%
61 62
63
64 65