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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
2401
Gratus Capital
Georgia
$405K -$251K -5,135 -40%
WCM
2402
Wedge Capital Management
North Carolina
$405K +$6.74K +138 +2%
NWM
2403
NEIRG Wealth Management
Massachusetts
$405K -$195 -4 -0.1%
WHCI
2404
W.H. Cornerstone Investments
Massachusetts
$404K +$2.54K +52 +0.7%
WS
2405
Wela Strategies
Georgia
$404K +$3.71K +76 +1%
PCMC
2406
Private Capital Management (Colorado)
Colorado
$404K -$1.08M -22,205 -74%
P
2407
&Partners
Tennessee
$403K -$58.6K -1,200 -13%
PJSIMP
2408
P.J. Schmidt Investment Management (PJS)
Wisconsin
$403K -$32K -656 -7%
WAM
2409
Wakefield Asset Management
Colorado
$402K +$21.9K +448 +6%
TCM
2410
Towercrest Capital Management
Pennsylvania
$401K – – –
CIM
2411
Contravisory Investment Management
Massachusetts
$401K +$375K +7,669 New
AA
2412
Aire Advisors
California
$401K -$11.4K -233 -3%
PFA
2413
Pure Financial Advisors
California
$400K -$4.79K -98 -1%
MAM
2414
Mystic Asset Management
Rhode Island
$400K – – –
TWA
2415
Tandem Wealth Advisors
Arizona
$398K -$2.78K -57 -0.7%
CT
2416
Columbia Trust
Oregon
$398K -$181K -3,704 -33%
RFN
2417
RDA Financial Network
Iowa
$398K -$7.13K -146 -2%
ETC
2418
Exchange Traded Concepts
Oklahoma
$398K -$3.03M -62,076 -89%
OWA
2419
Opal Wealth Advisors
New York
$396K +$30.4K +623 +9%
EFG
2420
Ethos Financial Group
Pennsylvania
$396K -$12.6K -259 -3%
AFG
2421
AFS Financial Group
Maryland
$395K -$26.5K -543 -7%
FMTC
2422
Farmers & Merchants Trust Company
California
$395K -$35.6K -730 -9%
CAM
2423
Cypress Asset Management
Texas
$395K -$4.88K -100 -1%
SPWG
2424
Syntegra Private Wealth Group
Missouri
$394K -$2.34K -48 -0.6%
GC
2425
Garde Capital
Washington
$394K -$85.1K -1,742 -19%
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97
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