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Name Holding Trade Value Shares
Change 		Change in
Stake
FPGK
1826
Financial Partners Group (Kansas)
Kansas
$907K +$42.1K +724 +5%
EI
1827
Ellevest Inc
New York
$906K +$36K +619 +4%
LB
1828
Leo Brokerage
Texas
$906K +$955K +16,437 New
TAM
1829
Taurus Asset Management
New York
$905K -$42.2K -726 -5%
IC
1830
Inverness Counsel
New York
$904K -$69.7K -1,200 -7%
DAC
1831
Dividend Assets Capital
South Carolina
$904K – – –
SJIM
1832
St. Johns Investment Management
Florida
$901K -$5.05K -87 -0.6%
YIA
1833
YHB Investment Advisors
Connecticut
$898K -$498K -8,572 -36%
WFM
1834
Wolff Financial Management
Michigan
$896K -$4.94K -85 -0.6%
GPA
1835
Garrison Point Advisors
California
$895K -$6.8K -117 -0.8%
LCM
1836
Lucas Capital Management
New Jersey
$893K +$37.5K +645 +4%
APC
1837
Aspire Private Capital
North Carolina
$889K +$208K +3,583 +32%
LDFR
1838
Lehman & Derafelo Financial Resources
Pennsylvania
$884K +$3.02K +52 +0.4%
HCM
1839
HMS Capital Management
Tennessee
$883K +$163K +2,807 +23%
GA
1840
Greytown Advisors
Florida
$883K +$173K +2,980 +25%
CCMIC
1841
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$881K +$41.5K +715 +5%
TIA
1842
Tiemann Investment Advisors
California
$880K – – –
PWM
1843
PBMares Wealth Management
Virginia
$880K +$32.8K +564 +4%
CWA
1844
Carolina Wealth Advisors
South Carolina
$879K +$63.2K +1,087 +8%
KA
1845
KLCM Advisors
Wisconsin
$874K -$26.9K -463 -3%
RWM
1846
Ritholtz Wealth Management
New York
$874K +$222K +3,825 +35%
PA
1847
Paragon Advisors
Texas
$873K – – –
RBC
1848
Roble Belko & Company
Pennsylvania
$873K – – –
JCIA
1849
Jackson Creek Investment Advisors
Colorado
$872K +$852K +14,665 New
FA
1850
FCG Advisors
New Jersey
$871K -$28.9K -497 -3%
72 73
74
75 76