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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
701
Legacy CG
Texas
$1.43M +$1.36M +20,786 New
UFF
702
USA Financial Formulas
Michigan
$1.43M +$1.36M +20,718 New
SF
703
Slagle Financial
Illinois
$1.43M +$73K +1,114 +6%
IRC
704
Investors Research Corp
Georgia
$1.42M – – –
PL
705
Polianta Ltd
Jersey
$1.41M +$1.34M +20,500 New
DWM
706
Dakota Wealth Management
Florida
$1.4M -$299K -4,566 -18%
ACA
707
Atlas Capital Advisors
Wyoming
$1.39M +$215K +3,276 +19%
ECM
708
Evergreen Capital Management
Washington
$1.39M +$13.3K +203 +1%
RA
709
Ransom Advisory
Rhode Island
$1.38M -$117K -1,789 -8%
SMF
710
Scott Marsh Financial
Utah
$1.38M +$1.31M +20,014 New
RC
711
RBF Capital
California
$1.38M -$656K -10,000 -33%
KCM
712
Kennondale Capital Management
Virginia
$1.36M – – –
WC
713
Wynn Capital
Georgia
$1.36M +$16.5K +251 +1%
SW
714
SVB Wealth
Massachusetts
$1.36M +$1.29M +19,698 New
CM
715
Capula Management
Cayman Islands
$1.34M +$1.17M +17,911 +1,138%
WF
716
WinCap Financial
Massachusetts
$1.34M -$292K -4,453 -19%
RPC
717
Rossmore Private Capital
Connecticut
$1.34M +$1.18K +18 +0.1%
SIG
718
Stonegate Investment Group
Alabama
$1.34M +$57.4K +875 +5%
AIA
719
Affinity Investment Advisors
California
$1.32M +$725K +11,062 +136%
MCM
720
Mengis Capital Management
Oregon
$1.32M -$277K -4,225 -18%
TG
721
TCW Group
California
$1.31M +$26K +396 +2%
EFS
722
Essex Financial Services
Connecticut
$1.31M -$113K -1,721 -8%
MAS
723
Meeder Advisory Services
Ohio
$1.31M -$82.6K -1,260 -6%
GCA
724
Greenwood Capital Associates
South Carolina
$1.31M +$1.24M +18,935 New
GI
725
GAMMA Investing
California
$1.3M +$9.9K +151 +0.8%
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