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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1776
Vivaldi Capital Management
Illinois
$904K +$377K +6,708 +77%
IC
1777
Inverness Counsel
New York
$903K -$394K -6,999 -30%
KFGK
1778
Keystone Financial Group (Kentucky)
Kentucky
$900K -$3.21K -57 -0.3%
CP
1779
Covenant Partners
Tennessee
$900K – – –
MWPCG
1780
Measured Wealth Private Client Group
New Hampshire
$897K +$195K +3,471 +27%
GI
1781
Glovista Investments
New Jersey
$895K -$56.4K -1,002 -6%
TFS
1782
Thoroughbred Financial Services
Tennessee
$894K -$1.8M -32,015 -66%
MC
1783
Mathes Company
New York
$894K – – –
EPWM
1784
Essex Private Wealth Management
Massachusetts
$893K +$5.91K +105 +0.7%
CFFP
1785
Center for Financial Planning
Michigan
$891K -$31.9K -567 -3%
HA
1786
HYA Advisors
Missouri
$889K +$21.3K +379 +2%
WP
1787
Wedgewood Partners
Missouri
$882K – – –
FA
1788
Fagan Associates
New York
$881K +$18.5K +329 +2%
TAM
1789
Taurus Asset Management
New York
$879K -$1.46K -26 -0.2%
GIA
1790
Gladstone Institutional Advisory
Florida
$876K -$515K -9,160 -37%
MPCG
1791
Matrix Private Capital Group
New York
$876K +$33.9K +603 +4%
ACWM
1792
Adams Chetwood Wealth Management
North Carolina
$874K -$23.9K -425 -3%
BBNA
1793
Bremer Bank National Association
Minnesota
$872K -$18.8K -335 -2%
ICM
1794
Islay Capital Management
Texas
$870K +$51.4K +913 +6%
PPP
1795
Private Portfolio Partners
New Jersey
$869K -$555K -9,858 -38%
PWPS
1796
Pinnacle Wealth Planning Services
Ohio
$869K -$97.8K -1,739 -10%
HCM
1797
Highlander Capital Management
New Jersey
$869K – – –
HWA
1798
Heritage Wealth Advisors
Virginia
$868K – – –
IFS
1799
Ifrah Financial Services
Arkansas
$868K -$28.7K -510 -3%
PWMG
1800
Prestige Wealth Management Group
New Jersey
$868K +$154K +2,736 +21%
70 71
72
73 74