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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
2076
Simon Quick Advisors
New Jersey
$1.12M +$198K +1,296 +20%
GF
2077
Gries Financial
Ohio
$1.11M +$801K +5,236 +213%
CCM
2078
Canal Capital Management
Virginia
$1.11M -$162K -1,056 -12%
MAA
2079
Mraz Amerine & Associates
California
$1.11M -$124K -807 -10%
WWM
2080
Waterway Wealth Management
Texas
$1.11M +$92.3K +603 +9%
FWA
2081
FSM Wealth Advisors
Ohio
$1.11M -$54.6K -357 -5%
RF
2082
Roxbury Financial
New Jersey
$1.11M +$1.05M +6,835 New
WWA
2083
Wingate Wealth Advisors
Massachusetts
$1.11M +$1.17M +7,640 New
BW
2084
BIP Wealth
Georgia
$1.11M +$69K +451 +6%
BOPW
2085
Brandywine Oak Private Wealth
Pennsylvania
$1.11M +$36.4K +238 +3%
EDRH
2086
Edmond de Rothschild Holding
Switzerland
$1.1M +$41K +268 +4%
GSWM
2087
Golden State Wealth Management
California
$1.1M +$1.16M +7,596 New
EW
2088
Element Wealth
Mississippi
$1.1M -$4.44K -29 -0.4%
CWM
2089
Connecticut Wealth Management
Connecticut
$1.1M -$67.5K -441 -5%
HPBT
2090
Hickory Point Bank & Trust
Illinois
$1.1M +$1.16M +7,583 New
SOS
2091
Silver Oak Securities
Tennessee
$1.1M -$26.5K -173 -2%
EFSCE
2092
Enterprise Financial Services Corp (EFSC)
Missouri
$1.1M +$13.5K +88 +1%
WP
2093
WMS Partners
Maryland
$1.09M -$29.2K -191 -2%
RBWA
2094
RFG - Bristol Wealth Advisors
Massachusetts
$1.09M +$1.15M +7,527 New
FMP
2095
Financial Management Professionals
Texas
$1.09M +$165K +1,076 +17%
LCM
2096
Leisure Capital Management
California
$1.09M +$667K +4,357 +138%
UAG
2097
United Advisor Group
Ohio
$1.09M +$209K +1,366 +22%
SIC
2098
Sigma Investment Counselors
Michigan
$1.08M -$1.5M -9,814 -57%
MC
2099
Machina Capital
France
$1.08M +$1.14M +7,477 New
WIS
2100
Wright Investors Service
Connecticut
$1.08M -$1.04M -6,775 -48%
82 83
84
85 86