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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
1026
Leonteq Securities AG
Switzerland
$215K -$171K -54 -45%
MGAM
1027
McGowan Group Asset Management
Texas
$215K – – –
VHAM
1028
Van Hulzen Asset Management
California
$215K – – –
PCP
1029
Panoramic Capital Partners
Oregon
$215K +$212K +67 New
SFC
1030
SYM Financial Corp
Indiana
$215K +$212K +67 New
WA
1031
WPG Advisers
Maryland
$215K +$212K +67 New
SPC
1032
Sigma Planning Corp
Michigan
$212K -$123K -39 -37%
WIM
1033
Waverton Investment Management
United Kingdom
$212K – – –
LAM
1034
L2 Asset Management
Massachusetts
$211K -$6.33K -2 -3%
RIM
1035
Reliant Investment Management
Tennessee
$208K -$31.7K -10 -13%
GM
1036
GeoWealth Management
Illinois
$208K -$15.8K -5 -7%
CAM
1037
Cypress Asset Management
Texas
$208K -$9.5K -3 -4%
CCM
1038
Carderock Capital Management
Maryland
$208K – – –
KFI
1039
Key Financial Inc
Pennsylvania
$208K – – –
SS
1040
Sunbelt Securities
Texas
$207K +$44.3K +14 +27%
EP
1041
Essential Planning
New Hampshire
$206K +$206K +65 New
VC
1042
Vicus Capital
Pennsylvania
$205K – – –
1SB
1043
1ST Source Bank
Indiana
$202K +$199K +63 New
AFO
1044
Arrowroot Family Office
California
$202K +$199K +63 New
RRCM
1045
Rappaport Reiches Capital Management
Illinois
$202K +$199K +63 New
MHR
1046
Matthew Hamilton Rosenberg
$199K – – –
CT
1047
Colonial Trust
South Carolina
$197K +$38K +12 +24%
HIA
1048
Harbor Investment Advisory
Maryland
$195K – – –
PAI
1049
Pittenger & Anderson Inc
Nebraska
$195K +$9.5K +3 +5%
LFG
1050
Larson Financial Group
Missouri
$183K +$12.7K +4 +8%
40 41
42
43 44