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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Cedar Wealth Management
California
$350K +$111K +395 +40%
WA
1852
Waddell & Associates
Tennessee
$349K – – –
WF
1853
Wayfinding Financial
Washington
$349K +$461K +1,642 New
CB
1854
CNB Bank
Pennsylvania
$347K -$12.9K -46 -3%
SG
1855
Somerset Group
Minnesota
$346K – – –
WA
1856
WBH Advisory
Maryland
$346K – – –
LAM
1857
L2 Asset Management
Massachusetts
$346K +$382K +1,360 New
CPA
1858
Capital Performance Advisors
California
$346K +$457K +1,625 New
TC
1859
Titleist Capital
Texas
$345K +$382K +1,359 New
CAM
1860
CenterStar Asset Management
Illinois
$343K – – –
FOA
1861
Five Oceans Advisors
California
$343K +$14.9K +53 +4%
RA
1862
RFG Advisory
Alabama
$343K +$72.2K +257 +24%
FAM
1863
Formidable Asset Management
Ohio
$341K -$14K -50 -4%
GSEP
1864
Golden State Equity Partners
California
$340K -$157K -560 -30%
LNB
1865
Ledyard National Bank
$340K +$7.03K +25 +2%
RIS
1866
Retirement Income Solutions
Michigan
$338K – – –
JIC
1867
Joel Isaacson & Co
New York
$336K – – –
HWIS
1868
Hancock Whitney Investment Services
Louisiana
$336K +$367K +1,306 New
CCM
1869
Consolidated Capital Management
California
$335K – – –
P
1870
&Partners
Tennessee
$334K – – –
FNBSF
1871
First National Bank Sioux Falls
South Dakota
$334K +$369K +1,313 New
DA
1872
Duality Advisers
Florida
$333K +$368K +1,309 New
LGA
1873
Lebenthal Global Advisors
New York
$332K +$368K +1,308 New
PFC
1874
Phocas Financial Corp
California
$330K +$59K +210 +19%
NIMI
1875
Natixis Investment Managers International
France
$329K +$40.5K +144 +13%
73 74
75
76 77