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Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1726
Kings Point Capital Management
New York
$937K +$60.6K +1,059 +6%
EM
1727
ELCO Management
New York
$934K -$30.7K -537 -3%
JA
1728
JOYN Advisors
Georgia
$934K +$59.7K +1,043 +6%
CA
1729
Cornerstone Advisory
Maryland
$932K -$54K -944 -5%
BWM
1730
BCS Wealth Management
Tennessee
$931K +$247K +4,315 +33%
PB
1731
Pinnacle Bancorp
Nebraska
$928K +$36.5K +638 +4%
ACWM
1732
Adams Chetwood Wealth Management
North Carolina
$928K +$98.7K +1,725 +12%
ATFA
1733
All Terrain Financial Advisors
Minnesota
$927K -$78.4K -1,370 -7%
GI
1734
Glovista Investments
New Jersey
$926K -$22.9K -400 -2%
MWM
1735
Mission Wealth Management
California
$924K +$84.9K +1,484 +9%
LAIC
1736
Lederer & Associates Investment Counsel
California
$921K -$10K -175 -1%
QI
1737
Qtron Investments
Massachusetts
$921K +$120K +2,100 +14%
AI
1738
ArchPoint Investors
Florida
$915K +$68.4K +1,195 +8%
IIA
1739
ICW Investment Advisors
Arizona
$911K +$101K +1,770 +12%
ACG
1740
Allen Capital Group
Nebraska
$909K +$377K +6,585 +64%
PV
1741
Private Vista
Illinois
$904K +$33.1K +578 +4%
DTC
1742
Davidson Trust Company
Washington
$903K -$17.9K -312 -2%
CFFP
1743
Center for Financial Planning
Michigan
$898K +$39.8K +696 +4%
ARMC
1744
American Research & Management Company
Massachusetts
$894K -$6.75K -118 -0.7%
OPA
1745
Old Port Advisors
Maine
$893K +$60.9K +1,064 +7%
FBC
1746
Fairfield, Bush & Co
Connecticut
$892K – – –
EWA
1747
ERTS Wealth Advisors
Michigan
$892K +$109K +1,911 +13%
HCIA
1748
Hochman Cole Investment Advisors
Illinois
$890K +$85.5K +1,495 +10%
TFCM
1749
Taylor Frigon Capital Management
Arizona
$885K -$5.43K -95 -0.6%
MWM
1750
Merriman Wealth Management
Washington
$883K -$18.4K -321 -2%
68 69
70
71 72