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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1726
Sage Mountain Advisors
Georgia
$831K +$143K +3,426 +23%
FRA
1727
Front Row Advisors
California
$830K -$53.1K -1,275 -7%
NCM
1728
NCM Capital Management
New Jersey
$830K -$4.16K -100 -0.5%
RBFC
1729
Roman Butler Fullerton & Co
Missouri
$828K -$3.83K -92 -0.5%
PA
1730
PFG Advisors
Arizona
$826K -$2.08K -50 -0.3%
MIC
1731
Means Investment Company
Maine
$826K -$33.8K -812 -4%
RHDIC
1732
R.H. Dinel Investment Counsel
California
$825K – – –
PA
1733
PSI Advisors
Florida
$825K +$84.7K +2,035 +13%
WFC
1734
Western Financial Corp
California
$817K +$11.2K +269 +2%
WWM
1735
Waterway Wealth Management
Texas
$815K +$50.2K +1,206 +7%
LI
1736
LVZ Inc
Michigan
$813K +$33.1K +794 +5%
PAM
1737
Parvin Asset Management
South Dakota
$811K +$90K +2,163 +14%
IC
1738
Iconiq Capital
California
$809K +$147K +3,530 +25%
MFF
1739
Michels Family Financial
Texas
$809K +$24.8K +595 +3%
RL
1740
Rogco LP
Oklahoma
$807K +$63.5K +1,525 +9%
IA
1741
Insight Advisors
Pennsylvania
$805K -$1.37K -33 -0.2%
NAS
1742
Nicolet Advisory Services
Wisconsin
$805K +$171K +4,102 +28%
MAM
1743
Milestone Asset Management
Pennsylvania
$802K -$1.91M -45,826 -72%
VCM
1744
Voleon Capital Management
California
$801K -$644K -15,480 -47%
AIC
1745
Argus Investors Counsel
New York
$800K -$262K -6,300 -26%
CCB
1746
Country Club Bank
Missouri
$800K -$65.2K -1,566 -8%
1CP
1747
17 Capital Partners
Arizona
$799K -$511K -12,264 -41%
FWM
1748
Focused Wealth Management
New York
$796K +$126K +3,033 +21%
JJBC
1749
James J. Burns & Company
New York
$796K -$208 -5 -0%
GM
1750
GeoWealth Management
Illinois
$793K -$444K -10,666 -38%
68 69
70
71 72