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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1726
Investment Advisory Group
Massachusetts
$544K +$21.4K +634 +4%
GWM
1727
Gray Wealth Management
Maine
$544K -$247K -7,299 -30%
HCM
1728
Hall Capital Management
Rhode Island
$543K -$2.14M -63,452 -79%
SBF
1729
Sara-Bay Financial
Florida
$542K -$16.6K -492 -3%
SCP
1730
Syntal Capital Partners
Texas
$542K -$518K -15,342 -48%
DLG
1731
Daniel L. Goodwin
$538K +$125K +3,700 +29%
SWM
1732
Sugarloaf Wealth Management
Georgia
$537K +$18.1K +536 +3%
CA
1733
Cornerstone Advisory
Maryland
$536K -$61.4K -1,816 -10%
PSCM
1734
Per Stirling Capital Management
Texas
$536K +$110K +3,255 +25%
GJIA
1735
Glass Jacobson Investment Advisors
Maryland
$535K -$39.7K -1,175 -7%
NLP
1736
Next Level Private
New York
$535K -$11.7K -347 -2%
ACM
1737
Advance Capital Management
Michigan
$534K -$41.3K -1,223 -7%
OCBCO
1738
Oversea-Chinese Banking Corp (OCBC)
Singapore
$533K +$556K +16,447 New
SWMP
1739
Signature Wealth Management Partners
New Jersey
$532K -$186K -5,495 -25%
PL
1740
Plancorp LLC
Missouri
$532K -$45.5K -1,347 -8%
SAM
1741
Summit Asset Management
Tennessee
$532K +$9.02K +267 +2%
JCM
1742
J2 Capital Management
Michigan
$531K -$5.2K -154 -0.9%
IIM
1743
Ipswich Investment Management
Massachusetts
$530K -$183K -5,412 -25%
CAM
1744
Costello Asset Management
Pennsylvania
$529K -$422K -12,479 -43%
WFC
1745
Western Financial Corp
California
$528K +$9.39K +278 +2%
BPC
1746
Banque Pictet & Cie
Switzerland
$528K -$1.37M -40,675 -71%
QWM
1747
QP Wealth Management
New Jersey
$528K +$36.1K +1,067 +7%
LSA
1748
Lion Street Advisors
Texas
$527K +$278K +8,215 +102%
IIA
1749
ICW Investment Advisors
Arizona
$527K -$28.4K -842 -5%
OHWA
1750
Oak Hill Wealth Advisors
Virginia
$526K -$45.2K -1,338 -8%
68 69
70
71 72