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Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
2526
D'Orazio & Associates
Virginia
$625K -$250K -1,776 -29%
MIM
2527
Merrion Investment Management
New Jersey
$624K -$141K -1,000 -19%
JFA
2528
JNBA Financial Advisors
Minnesota
$621K -$24.7K -175 -4%
CPW
2529
Crestmont Private Wealth
Texas
$621K – – –
HFS
2530
Howard Financial Services
Texas
$621K -$83.2K -590 -12%
GXJ
2531
Global X Japan
Japan
$618K +$60.3K +428 +11%
ACM
2532
Aljian Capital Management
Nevada
$618K -$10.9K -77 -2%
HCMG
2533
Howard Capital Management Group
California
$618K -$14.7K -104 -2%
CGPCS
2534
Capital Group Private Client Services
California
$618K -$4.69M -33,301 -89%
SA
2535
Sylvest Advisors
Texas
$617K -$20.9K -148 -3%
NC
2536
NBW Capital
Massachusetts
$616K +$20K +142 +3%
BDF
2537
Black Diamond Financial
Maryland
$616K -$13.7K -97 -2%
MFWP
2538
Mosaic Family Wealth Partners
Missouri
$615K -$8.04K -57 -1%
VC
2539
Veracity Capital
Georgia
$615K -$46.7K -331 -7%
JLBC
2540
J.L. Bainbridge & Co
Florida
$614K +$11.3K +80 +2%
MWM
2541
Mindset Wealth Management
Indiana
$614K – – –
MWM
2542
MGB Wealth Management
Texas
$614K +$113K +800 +23%
BSB
2543
Bangor Savings Bank
Maine
$613K -$564 -4 -0.1%
VMMC
2544
V.M. Manning & Co
South Carolina
$612K +$538K +3,813 New
NAMNJ
2545
NorthStar Asset Management (New Jersey)
New Jersey
$612K +$1.97K +14 +0.3%
CIA
2546
Cladis Investment Advisory
Montana
$611K +$69.8K +495 +13%
SWIM
2547
Smallwood Wealth Investment Management
New Jersey
$610K +$846 +6 +0.1%
EIP
2548
Ellis Investment Partners
Pennsylvania
$608K +$26.2K +186 +5%
BSTWA
2549
Blake Schutter Theil Wealth Advisors
Ohio
$608K -$44.8K -318 -7%
LWMM
2550
Legacy Wealth Management (Mississippi)
Mississippi
$607K -$70.8K -502 -11%
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