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Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1601
King Wealth Management Group
Florida
$897K -$46.6K -1,150 -5%
AEPWM
1602
Atlantic Edge Private Wealth Management
Florida
$893K -$201K -4,961 -18%
BTWM
1603
Baker Tilly Wealth Management
Wisconsin
$888K -$287K -7,087 -25%
FCM
1604
Fell Capital Management
California
$887K +$884K +21,785 New
CCT
1605
Chemung Canal Trust
New York
$887K -$1.77M -43,551 -67%
HBT
1606
Hills Bank & Trust
Iowa
$886K +$15.5K +382 +2%
MC
1607
Mathes Company
New York
$884K +$270K +6,650 +44%
JBC
1608
Jefferson Bridge Capital
Tennessee
$884K +$880K +21,700 New
WCG
1609
Weaver Consulting Group
California
$880K -$43.7K -1,077 -5%
WAM
1610
Wernau Asset Management
Massachusetts
$879K -$32.9K -811 -4%
NA
1611
Navellier & Associates
Nevada
$877K -$411K -10,126 -32%
GPWM
1612
Grant Private Wealth Management
California
$877K +$56.9K +1,403 +7%
PVM
1613
Palogic Value Management
Texas
$875K -$6.65K -164 -0.8%
LI
1614
Lafayette Investments
Maryland
$870K +$152K +3,759 +21%
JWM
1615
JGP Wealth Management
Oregon
$869K +$23.7K +584 +3%
SP
1616
Stonebrook Private
Michigan
$869K -$1.22M -30,007 -58%
EGM
1617
Engineers Gate Manager
New York
$866K +$863K +21,271 New
SWM
1618
Salvus Wealth Management
New Jersey
$865K +$511K +12,607 +146%
HIA
1619
Harbor Investment Advisory
Maryland
$864K -$64.5K -1,589 -7%
SN
1620
Sittner & Nelson
Oregon
$864K +$111K +2,730 +17%
WPP
1621
Whalerock Point Partners
Rhode Island
$863K -$300K -7,400 -26%
SWM
1622
Spire Wealth Management
Virginia
$863K -$420K -10,357 -33%
ORC
1623
O'Rourke & Company
Massachusetts
$862K -$5.64K -139 -0.7%
DP
1624
Denver PWM
Colorado
$861K – – –
HPM
1625
Hoxton Planning & Management
West Virginia
$861K -$28.3K -698 -3%
63 64
65
66 67