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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2276
Private Ocean
California
$327K -$20.4K -435 -6%
HR
2277
Howe & Rusling
New York
$327K -$10.8K -229 -3%
FA
2278
Fortis Advisors
Pennsylvania
$325K – – –
JGIA
2279
Jackson Grant Investment Advisers
Connecticut
$325K +$39.3K +838 +15%
CAM
2280
CenterStar Asset Management
Illinois
$324K – – –
HFS
2281
Howard Financial Services
Texas
$324K +$376 +8 +0.1%
SCG
2282
Sonata Capital Group
Washington
$322K -$21.1K -450 -7%
XWM
2283
Xcel Wealth Management
Florida
$321K -$37.2K -793 -11%
BCM
2284
Boltwood Capital Management
California
$318K -$46.9K -1,000 -14%
FA
2285
Financial Advisors
Massachusetts
$318K +$14.7K +313 +5%
FNBSF
2286
First National Bank Sioux Falls
South Dakota
$318K +$21.9K +467 +8%
AIM
2287
Axiom Investment Management
New York
$318K +$235K +5,008 +445%
OLA
2288
Oliver Luxxe Assets
New Jersey
$317K -$35.3K -753 -11%
TVAMP
2289
Tennessee Valley Asset Management Partners
Tennessee
$317K +$10.5K +223 +4%
XT
2290
XTX Topco
Cayman Islands
$317K +$288K +6,140 New
VWM
2291
Vigilare Wealth Management
Arizona
$316K +$287K +6,117 New
AMIM
2292
Aull & Monroe Investment Management
Alabama
$315K – – –
NFC
2293
Northeast Financial Consultants
Connecticut
$315K +$18.2K +388 +7%
QT
2294
Quantamental Technologies
New York
$315K +$286K +6,082 New
HPC
2295
Hobart Private Capital
North Carolina
$315K -$144K -3,062 -33%
TWM
2296
Titus Wealth Management
California
$314K +$47 +1 +0%
OWA
2297
One Wealth Advisors
California
$313K -$54.3K -1,157 -16%
WAM
2298
WNY Asset Management
New York
$313K +$34.4K +732 +14%
SEP
2299
Southland Equity Partners
Missouri
$312K +$45.4K +967 +19%
HIP
2300
HUB Investment Partners
Texas
$312K -$152K -3,236 -35%
90 91
92
93 94