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Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1501
Berman Capital Advisors
Georgia
$134K +$68.5K +1,272 +106%
ARMC
1502
American Research & Management Company
Massachusetts
$133K – – –
AIM
1503
Advantage Investment Management
Iowa
$131K -$54.2K -1,007 -29%
TF
1504
Tompkins Financial
New York
$131K – – –
QCIG
1505
Quad-Cities Investment Group
Iowa
$131K +$113K +2,101 +644%
CWA
1506
Clarus Wealth Advisors
Arizona
$129K -$5.49K -102 -4%
PWMG
1507
Prestige Wealth Management Group
New Jersey
$129K +$4.31K +80 +3%
GSWM
1508
Golden State Wealth Management
California
$125K +$48.4K +899 +64%
MAM
1509
Meeder Asset Management
Ohio
$125K +$94.7K +1,758 +323%
SBL
1510
Sargent Bickham Lagudis
Colorado
$123K +$15.9K +295 +15%
WOC
1511
West Oak Capital
California
$121K -$12.7K -235 -10%
MIHAS
1512
Maj Invest Holding A/S
Denmark
$119K -$127M -2,353,540 -100%
LC
1513
Lindbrook Capital
California
$119K +$39.5K +733 +51%
ZB
1514
Zions Bancorporation
Utah
$116K -$24.6K -457 -18%
LWM
1515
Lenox Wealth Management
Ohio
$116K +$35.5K +660 +44%
CG
1516
Cutler Group
California
$110K -$214K -3,971 -66%
QT
1517
Quantamental Technologies
New York
$110K +$109K +2,017 New
FWM
1518
Focused Wealth Management
New York
$103K -$26.8K -497 -21%
AIC
1519
Ayalon Insurance Company
Israel
$99K +$96.7K +1,796 New
RFM
1520
Royal Fund Management
Florida
$96K – – –
GFA
1521
Gifford Fong Associates
California
$91K – – –
CIA
1522
CSat Investment Advisory
Michigan
$91K +$77.7K +1,443 +619%
BCI
1523
Brinker Capital Investments
Pennsylvania
$90K +$83.8K +1,557 +1,639%
HIIFS
1524
Harel Insurance Investments & Financial Services
Israel
$86K -$132K -2,459 -61%
TCM
1525
TD Capital Management
Tennessee
$83K – – –
59 60
61
62 63