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Name Holding Trade Value Shares
Change 		Change in
Stake
NPPM
1801
North Point Portfolio Managers
Ohio
$319K +$11.2K +100 +3%
JFG
1802
JMG Financial Group
Illinois
$318K – – –
PCM
1803
Penserra Capital Management
California
$316K +$331K +2,947 New
AWE
1804
Avidian Wealth Enterprises
Texas
$314K -$103K -919 -24%
OFW
1805
Omnia Family Wealth
Florida
$313K -$13.5K -120 -4%
PFA
1806
Pure Financial Advisors
California
$310K +$8.97K +80 +3%
FPCP
1807
Fort Point Capital Partners
California
$309K -$108K -965 -25%
MC
1808
Matisse Capital
Oregon
$309K -$67.7K -604 -17%
GWS
1809
Glassman Wealth Services
Virginia
$308K -$12.2K -109 -4%
RHBC
1810
R.H. Bluestein & Co
Michigan
$306K +$320K +2,850 New
DOA
1811
D'Orazio & Associates
Virginia
$304K -$37.9K -338 -11%
NWM
1812
Northwest Wealth Management
Iowa
$304K +$336 +3 +0.1%
PO
1813
Private Ocean
California
$303K -$12.3K -110 -4%
JGIA
1814
Jackson Grant Investment Advisers
Connecticut
$302K -$28.3K -252 -8%
BCP
1815
Berkeley Capital Partners
Georgia
$301K -$7.96K -71 -2%
CCM
1816
Cribstone Capital Management
Maine
$300K +$19.2K +171 +7%
CCMT
1817
CMT Capital Markets Trading
Germany
$298K +$312K +2,779 New
AAM
1818
Aureus Asset Management
Massachusetts
$298K +$315K +2,804 New
KP
1819
Keel Point
Alabama
$295K -$65.8K -587 -18%
SIAP
1820
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$295K -$16.8K -150 -5%
CPIG
1821
Chicago Partners Investment Group
Illinois
$293K +$117K +1,039 +61%
KC
1822
Kingfisher Capital
North Carolina
$292K – – –
LA
1823
Legacy Advisors
Pennsylvania
$291K -$19.9K -177 -6%
BJ
1824
Brouwer & Janachowski
California
$290K +$19.9K +177 +7%
ACA
1825
Anchor Capital Advisors
Massachusetts
$287K -$19.6K -175 -6%
71 72
73
74 75