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Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1226
RMR Wealth Builders
New Jersey
$938K -$335K -1,379 -25%
PIA
1227
Perennial Investment Advisors
California
$934K +$41.1K +169 +4%
ISL
1228
Ingalls & Snyder LLC
New York
$934K +$360K +1,482 +55%
MFA
1229
Mayflower Financial Advisors
Massachusetts
$933K +$1.02M +4,192 New
PSP
1230
Principal Street Partners
Tennessee
$931K +$189K +779 +23%
SAG
1231
Spotlight Asset Group
Illinois
$928K -$14.8K -61 -1%
AWM
1232
Apollon Wealth Management
South Carolina
$927K +$714K +2,938 +239%
IAIM
1233
International Assets Investment Management
Florida
$923K -$43K -177 -4%
ABC
1234
Associated Banc-Corp
Wisconsin
$920K -$59.6K -245 -6%
ANTB
1235
AMG National Trust Bank
Colorado
$910K +$349K +1,434 +54%
RWM
1236
Ritholtz Wealth Management
New York
$906K +$197K +812 +25%
CIAS
1237
Capital Investment Advisory Services
North Carolina
$903K +$101K +415 +11%
EWA
1238
Exencial Wealth Advisors
Oklahoma
$899K +$148K +610 +18%
JHP
1239
James Hambro & Partners
United Kingdom
$898K +$484K +1,990 +97%
MA
1240
Mutual Advisors
Nebraska
$897K +$154K +634 +19%
AIC
1241
Argus Investors Counsel
New York
$893K +$15.8K +65 +2%
CL
1242
CIM LLC
New York
$891K -$23.6K -97 -3%
FPCP
1243
Fort Point Capital Partners
California
$891K +$70.8K +291 +8%
FAIM
1244
Financial Advocates Investment Management
Washington
$891K +$253K +1,042 +35%
JWBC
1245
J.W. Burns & Co
New York
$891K +$487K +2,004 +100%
WFC
1246
Western Financial Corp
California
$891K +$974K +4,004 New
ICM
1247
Ionic Capital Management
New York
$890K -$10.6M -43,404 -92%
WAS
1248
WESPAC Advisors SoCal
California
$889K +$15.8K +65 +2%
SG
1249
StoneX Group
New York
$889K +$204K +840 +27%
WWS
1250
Wellington Wealth Strategies
Indiana
$889K +$821K +3,378 New
48 49
50
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