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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1176
Community Bank
New York
$507K -$26.6K -173 -6%
WJWM
1177
Williams Jones Wealth Management
New York
$507K +$31.7K +206 +8%
PA
1178
PSI Advisors
Florida
$507K +$207K +1,345 +95%
OC
1179
Oakworth Capital
Alabama
$506K – – –
AA
1180
Alesco Advisors
New York
$505K +$83K +540 +24%
MWA
1181
Moser Wealth Advisors
Washington
$504K +$15.4K +100 +4%
WI
1182
Wintrust Investments
Illinois
$504K +$55.2K +359 +15%
MIM
1183
Marco Investment Management
Georgia
$503K +$54.6K +355 +15%
OCPWS
1184
One Charles Private Wealth Services
Massachusetts
$502K +$421K +2,736 New
TWM
1185
Triton Wealth Management
Arizona
$500K +$69.5K +452 +17%
DWM
1186
Doyle Wealth Management
Florida
$499K -$2.61K -17 -0.6%
RFN
1187
RDA Financial Network
Iowa
$499K +$17.7K +115 +4%
ISWM
1188
Independent Solutions Wealth Management
New York
$499K -$12.8K -83 -3%
TCM
1189
Traynor Capital Management
Pennsylvania
$497K -$3.63M -23,621 -90%
VA
1190
Valmark Advisers
Ohio
$497K -$10.8K -70 -3%
FMLI
1191
Fukoku Mutual Life Insurance
Japan
$495K -$61.5K -400 -13%
JMFC
1192
J.M. Forbes & Co
Massachusetts
$494K – – –
RA
1193
RFG Advisory
Alabama
$493K -$12.8K -83 -3%
CAG
1194
Crestwood Advisors Group
Massachusetts
$492K -$20.8K -135 -5%
RMDI
1195
R.M. Davis Inc
Maine
$488K -$1.45M -9,453 -78%
GIP
1196
Greatmark Investment Partners
Georgia
$486K – – –
MA
1197
MCF Advisors
Kentucky
$486K +$88.7K +577 +28%
PRC
1198
Pearl River Capital
Michigan
$486K +$407K +2,651 New
QCIG
1199
Quad-Cities Investment Group
Iowa
$485K -$80.7K -525 -17%
TFF
1200
The Family Firm
Maryland
$484K – – –
46 47
48
49 50