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Name Holding Trade Value Shares
Change 		Change in
Stake
NO
2976
Ninety One
South Africa
$100K – – –
DRS
2977
Deane Retirement Strategies
Louisiana
$94K – – –
NIM
2978
NuWave Investment Management
New Jersey
$93K +$87.5K +1,796 +2,245%
AI
2979
ArchPoint Investors
Florida
$91K -$31.2K -640 -26%
MWM
2980
Meridian Wealth Management
Kentucky
$89.7K +$1.09M +22,336 +14%
UB
2981
UMB Bank
Missouri
$89.6K -$3.2M -65,640 -3%
TI
2982
Truehand Inc
New Hampshire
$87K -$47.9K -984 -36%
MG
2983
MilWealth Group
Wisconsin
$74.3K – – –
CIM
2984
Contravisory Investment Management
Massachusetts
$71K – – –
AWMS
2985
Advocacy Wealth Management Services
Georgia
$70K – – –
AWM
2986
Avondale Wealth Management
Texas
$63K +$12.5K +256 +25%
MWM
2987
Merriman Wealth Management
Washington
$57K -$900K -18,468 -14%
IWMA
2988
Ironwood Wealth Management (Arizona)
Arizona
$52K – – –
DPA
2989
Delphi Private Advisors
California
$49K -$39K -800 -45%
WIM
2990
Weitz Investment Management
Nebraska
$28K – – –
SFG
2991
Sage Financial Group
Pennsylvania
$24K -$15.6K -320 -39%
WAM
2992
Wolverine Asset Management
Illinois
$21K +$21.6K +444 New
GAM
2993
Guinness Asset Management
United Kingdom
$18K +$9.74K +200 +122%
SFA
2994
Semmax Financial Advisors
North Carolina
$17K -$39K -800 -70%
FCH
2995
Freestone Capital Holdings
Washington
$16.7K -$10.3M -210,556 -38%
CWM
2996
Consultiva Wealth Management
Puerto Rico
$13K +$18.1K +372 New
BRWM
2997
B. Riley Wealth Management
Tennessee
$12.3K -$932K -19,136 -7%
GC
2998
Globeflex Capital
California
$11K +$10.7K +220 New
TJHA
2999
Thomas J. Herzfeld Advisors
Florida
$10K +$1.36K +28 +15%
TM
3000
Titan Managers
Arizona
$10K +$9.55K +196 New
118 119
120
121 122