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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2526
Alethea Capital Management
Washington
$606K -$14.3K -316 -2%
ACM
2527
Armbruster Capital Management
New York
$602K +$455K +10,036 +337%
ADMI
2528
Albert D. Mason Inc
Massachusetts
$600K -$81.3K -1,792 -12%
DWA
2529
Dorsey Wright & Associates
California
$593K +$49K +1,080 +9%
VR
2530
Viridian RIA
Washington
$593K +$23.6K +520 +4%
NI
2531
NFC Investments
Tennessee
$581K – – –
SWMG
2532
Signature Wealth Management Group
Georgia
$581K +$37.2K +820 +7%
MF
2533
Magnetar Financial
Illinois
$578K +$98.1K +2,164 +21%
PFGIA
2534
Patriot Financial Group Insurance Agency
Massachusetts
$570K -$3.08M -68,024 -85%
PIM
2535
Partner Investment Management
California
$570K +$558K +12,308 New
GEM
2536
Global Endowment Management
North Carolina
$568K – – –
MS
2537
Marshall & Sullivan
Washington
$561K +$15.2K +336 +3%
NQWM
2538
Northwest Quadrant Wealth Management
Oregon
$561K +$1.81K +40 +0.3%
PIA
2539
Pinion Investment Advisors
Kansas
$559K +$32.8K +724 +6%
DWA
2540
Divergent Wealth Advisors
Utah
$556K -$7.08K -156 -1%
ES
2541
Equitec Specialists
Illinois
$555K +$200K +4,400 +58%
GG
2542
GenWealth Group
New Jersey
$551K +$7.62K +168 +1%
FDS
2543
First Dallas Securities
Texas
$548K -$32.1K -708 -6%
UWPG
2544
Ullmann Wealth Partners Group
Florida
$548K +$234K +5,168 +77%
SCCM
2545
Schafer Cullen Capital Management
New York
$545K -$86.2K -1,900 -14%
WFWM
2546
Wechter Feldman Wealth Management
New Jersey
$540K +$119K +2,628 +29%
TFA
2547
Transamerica Financial Advisors
Florida
$537K -$6.07M -133,884 -92%
TC
2548
TradeLink Capital
Illinois
$537K -$834K -18,400 -61%
MCMT
2549
Moon Capital Management (Tennessee)
Tennessee
$535K +$363 +8 +0.1%
OWIM
2550
Old West Investment Management
California
$533K – – –
100 101
102
103 104