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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1201
Accurate Wealth Management
Florida
$3.26M -$113K -1,833 -4%
MFG
1202
MidWestOne Financial Group
Iowa
$3.26M -$676 -11 -0%
C
1203
Certuity
Florida
$3.25M -$13.7K -223 -0.5%
TPWM
1204
Twelve Points Wealth Management
Massachusetts
$3.25M -$44.7K -728 -2%
NSAM
1205
North Star Asset Management
Wisconsin
$3.25M +$254K +4,125 +10%
AEPWM
1206
Atlantic Edge Private Wealth Management
Florida
$3.24M -$35.3K -574 -1%
TCM
1207
Twin Capital Management
Pennsylvania
$3.24M +$482K +7,847 +20%
WA1
1208
Wimmer Associates 1
California
$3.23M +$6.76K +110 +0.2%
DCM
1209
Dudley Capital Management
Virginia
$3.23M +$8.36K +136 +0.3%
SVWAG
1210
Sound View Wealth Advisors Group
Georgia
$3.23M +$144K +2,344 +5%
WDA
1211
Wendell David Associates
New Hampshire
$3.22M -$320K -5,200 -10%
WIS
1212
Wright Investors Service
Connecticut
$3.2M +$12.7K +206 +0.4%
PCA
1213
Providence Capital Advisors
North Carolina
$3.2M +$314K +5,103 +12%
FFM
1214
Forum Financial Management
Illinois
$3.19M +$246K +4,007 +10%
TAM
1215
Trust Asset Management
Texas
$3.19M – – –
VRM
1216
Vectors Research Management
New York
$3.19M +$200K +3,257 +8%
SMFG
1217
Sumitomo Mitsui Financial Group
Japan
$3.19M +$773K +12,581 +38%
AIA
1218
Affinity Investment Advisors
California
$3.18M +$1.39M +22,545 +97%
CT
1219
Coastline Trust
Rhode Island
$3.18M -$615 -10 -0%
UFF
1220
USA Financial Formulas
Michigan
$3.18M +$142K +2,314 +5%
CA
1221
CGN Advisors
Kansas
$3.18M +$47.3K +770 +2%
IP
1222
Integras Partners
Georgia
$3.17M -$41.3K -672 -1%
WAAG
1223
Wealth Alliance Advisory Group
Kansas
$3.17M +$684K +11,123 +32%
FCMC
1224
Founders Capital Management (Connecticut)
Connecticut
$3.17M -$10.1K -165 -0.4%
MIC
1225
Maxi Investments CY
Cyprus
$3.16M +$2.8M +45,611 New
47 48
49
50 51