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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
3501
DCF Advisers
Connecticut
$862K -$180K -1,500 -19%
NOCM
3502
Night Owl Capital Management
Connecticut
$850K – – –
TWP
3503
Treybourne Wealth Planners
Indiana
$849K +$770K +6,401 New
AWM
3504
Avondale Wealth Management
Texas
$847K – – –
VC
3505
Veery Capital
Delaware
$847K +$767K +6,380 New
SC
3506
SRB Corp
Massachusetts
$847K +$768K +6,385 New
TA
3507
TrueWealth Advisors
Alabama
$839K +$782K +6,504 New
FPIS
3508
Financial Planning & Information Services
Wisconsin
$836K +$39K +324 +5%
PA
3509
Prism Advisors
California
$835K -$73.9K -614 -9%
AA
3510
ACT Advisors
North Carolina
$835K +$757K +6,291 New
LWA
3511
Lowe Wealth Advisors
Maryland
$833K -$1.56K -13 -0.2%
AR
3512
Advisory Research
Illinois
$827K +$234K +1,944 +45%
JSAM
3513
J. Safra Asset Management
New York
$824K +$747K +6,213 New
LSC
3514
Lesa Sroufe & Co
Washington
$819K +$332K +2,764 +81%
AIG
3515
American International Group
New York
$817K -$17.9M -148,864 -3%
DP
3516
Denver PWM
Colorado
$812K -$10.8K -90 -1%
BC
3517
Barnett & Company
Tennessee
$811K -$3.13K -26 -0.4%
MC
3518
Maverick Capital
Texas
$805K -$2.89M -24,027 -80%
MIM
3519
Macroview Investment Management
Maryland
$796K +$53.2K +442 +8%
JGGDR
3520
JGP Global Gestao de Recursos
Brazil
$796K +$722K +6,000 New
EE
3521
EWG Elevate
California
$794K +$51.2K +426 +8%
BA
3522
Ballew Advisors
Mississippi
$793K -$313K -2,600 -30%
FFIC
3523
First Fiduciary Investment Counsel
Ohio
$793K -$103K -860 -13%
LCM
3524
Landscape Capital Management
New Jersey
$793K – – –
JWM
3525
JFG Wealth Management
Colorado
$791K +$23.1K +192 +3%
139 140
141
142 143