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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1026
Modus Advisors
Minnesota
$1.71M +$840K +3,188 +122%
HIM
1027
Herald Investment Management
United Kingdom
$1.7M – – –
FMB
1028
Field & Main Bank
Kentucky
$1.68M +$105K +400 +8%
AFM
1029
Anson Funds Management
Texas
$1.68M +$263K +1,000 +21%
EH
1030
Equitable Holdings
New York
$1.68M -$34.5K -131 -2%
SS
1031
Sunbelt Securities
Texas
$1.68M -$1.58K -6 -0.1%
VFA
1032
Valeo Financial Advisors
Indiana
$1.67M -$1.12M -4,233 -43%
RIA
1033
Realta Investment Advisors
Delaware
$1.67M +$148K +560 +11%
HAG
1034
HighPoint Advisor Group
Illinois
$1.67M -$432K -1,641 -22%
EWA
1035
EP Wealth Advisors
California
$1.67M -$138K -523 -8%
BIG
1036
Boothe Investment Group
Delaware
$1.66M -$1.84K -7 -0.1%
IC
1037
Intersect Capital
California
$1.66M +$174K +660 +13%
TVWM
1038
Tower View Wealth Management
Wisconsin
$1.66M +$84.3K +320 +6%
BFC
1039
Blue Fin Capital
Rhode Island
$1.63M +$18.7K +71 +1%
VWM
1040
Venturi Wealth Management
Texas
$1.63M +$594K +2,253 +69%
PCIA
1041
Prime Capital Investment Advisors
Kansas
$1.6M -$2.11M -7,995 -59%
BMC
1042
Beaton Management Company
Massachusetts
$1.6M +$32.9K +125 +2%
GDP
1043
Great Diamond Partners
Maine
$1.59M +$273K +1,036 +24%
JIC
1044
Joel Isaacson & Co
New York
$1.59M +$22.1K +84 +2%
RM
1045
Resource Management
Louisiana
$1.58M +$263K +1,000 +23%
XSC
1046
X-Square Capital
Puerto Rico
$1.58M +$1.41M +5,369 New
AC
1047
Abbrea Capital
California
$1.57M +$31.9K +121 +2%
IFWM
1048
Institute for Wealth Management
Colorado
$1.57M +$304K +1,155 +28%
CAM
1049
Columbia Asset Management
Michigan
$1.56M +$21.1K +80 +2%
WCA
1050
Windsor Creek Advisors
Vermont
$1.56M +$1.4M +5,300 New
40 41
42
43 44