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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
726
World Investment Advisors
California
$264K -$39.2K -335 -14%
PA
727
Pinnacle Associates
New York
$263K +$7.72K +66 +3%
FWM
728
Focused Wealth Management
New York
$263K -$7.6K -65 -3%
CIAS
729
Capital Investment Advisory Services
North Carolina
$263K +$5.85K +50 +3%
CMI
730
Clare Market Investments
Texas
$261K -$62.6K -535 -21%
FA
731
Fountainhead AM
New Jersey
$261K – – –
AWM
732
Apollon Wealth Management
South Carolina
$260K -$75.9K -649 -24%
MIM
733
Moseley Investment Management
Florida
$259K +$2.57K +22 +1%
WEG
734
World Equity Group
Illinois
$256K -$3.05M -26,062 -93%
VWA
735
Visionary Wealth Advisors
Illinois
$256K +$234K +1,999 New
EWA
736
EP Wealth Advisors
California
$256K +$11.1M +95,254 New
OP
737
ORG Partners
Indiana
$255K +$233K +1,989 New
ECM
738
Evergreen Capital Management
Washington
$255K -$2.1K -18 -0.9%
FAIM
739
Financial Advocates Investment Management
Washington
$255K -$56.4K -482 -20%
FFS
740
Founders Financial Securities
Maryland
$254K +$23.5K +201 +11%
IWM
741
Integris Wealth Management
California
$254K – – –
CC
742
Chicago Capital
Illinois
$251K -$44.3K -379 -16%
CPIG
743
Chicago Partners Investment Group
Illinois
$251K +$203K +1,734 New
GAM
744
Gemmer Asset Management
California
$247K -$2.34K -20 -1%
NCM
745
NCM Capital Management
New Jersey
$247K – – –
OR
746
Olympiad Research
Connecticut
$246K -$33.6K -287 -13%
GW
747
GW & Wade
Massachusetts
$246K -$205K -1,750 -48%
RCA
748
Ranch Capital Advisors
Florida
$243K -$9.71K -83 -4%
SRAM
749
Spouting Rock Asset Management
Pennsylvania
$240K -$135K -1,152 -38%
VWA
750
V Wealth Advisors
Kansas
$239K -$31.3K -268 -13%
28 29
30
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