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Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1676
Annex Advisory Services
Wisconsin
$302K +$41.9K +923 +16%
IWA
1677
Inspirion Wealth Advisors
Illinois
$301K +$13K +287 +5%
VWM
1678
Vector Wealth Management
Minnesota
$300K -$9.08K -200 -3%
NCM
1679
Noesis Capital Mangement
Florida
$300K +$24.5K +539 +9%
DK
1680
Darrell & King
Virginia
$300K +$295K +6,493 New
CCM
1681
Coldstream Capital Management
Washington
$297K +$44.5K +980 +18%
UFA
1682
US Financial Advisors
Massachusetts
$296K +$23.3K +514 +9%
RWM
1683
RKL Wealth Management
Pennsylvania
$295K -$2.04K -45 -0.7%
NA
1684
Nottingham Advisors
New York
$295K +$28.7K +633 +11%
WIA
1685
Westbourne Investment Advisors
Maryland
$293K -$23.5K -518 -8%
WCM
1686
Weatherstone Capital Management
Colorado
$293K +$1.64K +36 +0.6%
CAM
1687
Concorde Asset Management
Michigan
$291K -$13.8K -303 -5%
PGA
1688
Portland Global Advisors
Maine
$290K – – –
LYV
1689
Live Your Vision
Pennsylvania
$288K – – –
CAM
1690
Chesapeake Asset Management
New York
$284K -$10.9K -240 -4%
WCM
1691
Windward Capital Management
California
$284K -$681 -15 -0.2%
GWS
1692
Glassman Wealth Services
Virginia
$284K +$999 +22 +0.4%
BWA
1693
Burt Wealth Advisors
Maryland
$284K +$21.3K +469 +8%
SG
1694
Somerset Group
Minnesota
$282K -$13.4K -295 -5%
OAM
1695
Oberweis Asset Management
Illinois
$282K +$454 +10 +0.2%
DWM
1696
Dakota Wealth Management
Florida
$281K – – –
CVM
1697
Cheviot Value Management
California
$280K +$275K +6,067 New
NFC
1698
Northeast Financial Consultants
Connecticut
$279K – – –
QCG
1699
Quadrant Capital Group
Ohio
$278K +$33.9K +747 +14%
CAAS
1700
Capital Asset Advisory Services
Michigan
$278K +$273K +6,021 New
66 67
68
69 70