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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1226
Brasada Capital Management
Texas
$769K – – –
SP
1227
Sherman Porfolios
Idaho
$768K +$802K +3,559 New
AIM
1228
Athena Investment Management
California
$765K -$2.71K -12 -0.3%
JPWM
1229
Jamison Private Wealth Management
Georgia
$765K +$549K +2,436 +220%
LA
1230
Legacy Advisors
Pennsylvania
$765K +$799K +3,543 New
ACA
1231
Anchor Capital Advisors
Massachusetts
$765K – – –
SN
1232
Sittner & Nelson
Oregon
$764K – – –
WC
1233
Weil Company
California
$762K – – –
DWM
1234
Destination Wealth Management
California
$759K +$26.4K +117 +3%
RA
1235
Rockingstone Advisors
Massachusetts
$758K +$180K +797 +29%
CIA
1236
Citadel Investment Advisory
Ohio
$754K – – –
SWA
1237
SFMG Wealth Advisors
Texas
$754K +$30.9K +137 +4%
TCM
1238
Thoma Capital Management
Maryland
$753K +$31.1K +138 +4%
ACI
1239
Alpha Cubed Investments
California
$747K -$31.1K -138 -4%
GAMC
1240
Garner Asset Management Corp
Texas
$746K – – –
KIA
1241
Kraematon Investment Advisors
Massachusetts
$746K -$67.6K -300 -8%
SCA
1242
Sippican Capital Advisors
Massachusetts
$745K – – –
TAM
1243
Tocqueville Asset Management
New York
$743K +$30K +133 +4%
PAM
1244
Panagora Asset Management
Massachusetts
$740K – – –
WC
1245
Wynn Capital
Georgia
$739K – – –
DP
1246
DDD Partners
Washington
$738K – – –
TSS
1247
Two Sigma Securities
New York
$738K -$363K -1,608 -32%
SCM
1248
Sterneck Capital Management
Missouri
$738K -$22.5K -100 -3%
APW
1249
Aventura Private Wealth
Florida
$738K +$572K +2,539 +289%
MHWM
1250
Montz Harcus Wealth Management
Louisiana
$737K +$3.61K +16 +0.5%
48 49
50
51 52