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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1101
Premier Fund Managers
United Kingdom
$6.84M -$3.86M -36,874 -39%
OPA
1102
Old Port Advisors
Maine
$6.82M -$42.5K -406 -0.7%
GWMIA
1103
Global Wealth Management Investment Advisory
Florida
$6.82M -$1.63M -15,548 -21%
CIA
1104
Cohen Investment Advisors
New Hampshire
$6.8M -$158K -1,511 -3%
EPW
1105
Evolve Private Wealth
California
$6.78M -$3.08M -29,435 -34%
ANTB
1106
AMG National Trust Bank
Colorado
$6.78M -$654K -6,252 -10%
OPW
1107
Osprey Private Wealth
New York
$6.75M -$31.4K -300 -0.5%
RCA
1108
Ranch Capital Advisors
Florida
$6.72M +$435K +4,162 +8%
HSA
1109
HBK Sorce Advisory
Pennsylvania
$6.71M +$190K +1,815 +3%
ETC
1110
Exchange Traded Concepts
Oklahoma
$6.69M -$15.2M -145,075 -72%
SIM
1111
Studio Investment Management
Illinois
$6.68M -$646K -6,179 -10%
NP
1112
NorthRock Partners
Minnesota
$6.68M +$604K +5,774 +11%
APIM
1113
Agate Pass Investment Management
Washington
$6.67M -$649K -6,205 -10%
KWA
1114
Kingswood Wealth Advisors
California
$6.67M +$13.7K +131 +0.2%
MFG
1115
Monte Financial Group
Connecticut
$6.66M -$2.22M -21,197 -27%
PAM
1116
Paradigm Asset Management
New York
$6.65M +$2.23M +21,300 +60%
TBA
1117
Tower Bridge Advisors
Pennsylvania
$6.64M -$82.9K -793 -1%
HEIP
1118
Hudson Edge Investment Partners
New Jersey
$6.62M -$3.43M -32,803 -37%
LK
1119
Lumbard & Kellner
New Hampshire
$6.61M -$5.19M -49,641 -47%
JWM
1120
Jeppson Wealth Management
California
$6.57M -$67.8K -648 -1%
WPC
1121
Wedmont Private Capital
Pennsylvania
$6.56M +$277K +2,651 +5%
LWCFA
1122
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6.56M +$742K +7,099 +15%
AC
1123
Annandale Capital
Texas
$6.56M – – –
CRI
1124
Commonwealth Retirement Investments
Virginia
$6.53M -$26.4K -252 -0.5%
SF
1125
Slagle Financial
Illinois
$6.52M -$1.44M -13,768 -20%
43 44
45
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