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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
2301
Goodwin Investment Advisory
Georgia
$36.8K – – –
LWP
2302
Lumature Wealth Partners
Georgia
$36.4K – – –
MCA
2303
Maryland Capital Advisors
Maryland
$35.2K – – –
IFAM
2304
Institutional & Family Asset Management
Colorado
$35K +$2.8K +29 +8%
WAM
2305
Worth Asset Management
Texas
$32.9K -$17.3K -179 -34%
EE
2306
EWG Elevate
California
$32K +$33.1K +343 New
MAM
2307
Marquette Asset Management
Minnesota
$31.2K – – –
DAC
2308
Dividend Assets Capital
South Carolina
$31K – – –
MFG
2309
Mendota Financial Group
Wisconsin
$30.7K +$31.8K +330 New
VIA
2310
Virtus Investment Advisers
Connecticut
$30.4K – – –
CP
2311
Castleview Partners
Texas
$29.7K +$21.3K +221 +228%
KFS
2312
Kelly Financial Services
Massachusetts
$28.9K – – –
SCA
2313
Stuart Chaussee & Associates
California
$28.9K – – –
BAAM
2314
Baker Avenue Asset Management
California
$28.4K +$29.4K +305 New
JGIA
2315
Jackson Grant Investment Advisers
Connecticut
$28.3K +$96 +1 +0.3%
HIIFS
2316
Harel Insurance Investments & Financial Services
Israel
$28K -$261K -2,700 -90%
VF
2317
VitalStone Financial
Texas
$28K +$29.4K +305 New
ACM
2318
Antonetti Capital Management
Florida
$28K -$19.3K -200 -40%
GGI
2319
Godsey & Gibb Inc
Virginia
$28K +$28.9K +300 New
PP
2320
Paloma Partners
Connecticut
$27.1K -$868 -9 -3%
ST
2321
Sageworth Trust
Pennsylvania
$27K +$1.25K +13 +5%
LOIP
2322
Live Oak Investment Partners
Texas
$25K – – –
SC
2323
Schubert & Co
Texas
$24.9K -$2.51K -26 -9%
SIC
2324
SJS Investment Consulting
Ohio
$24.4K +$2.8K +29 +12%
DMKJ
2325
David M. Knott Jr
$24K – – –
91 92
93
94 95