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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1201
Pegasus Asset Management
New York
$2.54M +$70.8K +638 +2%
BST
1202
Bath Savings Trust
Maine
$2.53M -$3.78M -34,078 -56%
VIM
1203
VELA Investment Management
Ohio
$2.53M +$706K +6,360 +31%
MHS
1204
M Holdings Securities
Oregon
$2.51M +$84.4K +760 +3%
SFG
1205
SevenBridge Financial Group
Pennsylvania
$2.5M +$146K +1,317 +5%
WP
1206
WealthSource Partners
California
$2.5M -$4.04M -36,360 -58%
PAMG
1207
Patton Albertson Miller Group
Tennessee
$2.5M -$948K -8,540 -24%
BWL
1208
Bogart Wealth LLC
Virginia
$2.5M +$362K +3,260 +14%
HA
1209
Hamel Associates
New Jersey
$2.49M +$599K +5,399 +26%
FFM
1210
Forum Financial Management
Illinois
$2.48M +$936K +8,436 +47%
MKA
1211
M. Kulyk & Associates
Georgia
$2.48M -$13.9K -125 -0.5%
OIM
1212
Oder Investment Management
California
$2.47M +$117K +1,053 +4%
NAMP
1213
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.47M -$10.5K -95 -0.4%
SIM
1214
Stratos Investment Management
Ohio
$2.46M +$144K +1,297 +5%
MA
1215
Menlo Advisors
California
$2.46M -$113K -1,015 -4%
RWA
1216
Ropes Wealth Advisors
Massachusetts
$2.44M +$120K +1,084 +4%
RL
1217
Ruffer LLP
United Kingdom
$2.44M -$29.4K -265 -1%
JEST
1218
JTC Employer Solutions Trustee
Jersey
$2.43M – – –
ATPW
1219
Ashton Thomas Private Wealth
Arizona
$2.42M -$410K -3,693 -13%
RCAG
1220
Rehmann Capital Advisory Group
Michigan
$2.42M +$120K +1,080 +4%
CIA
1221
Citadel Investment Advisory
Ohio
$2.42M -$144K -1,297 -5%
EFS
1222
Econ Financial Services
Pennsylvania
$2.41M +$330K +2,977 +13%
CWM
1223
Concentric Wealth Management
California
$2.41M +$150K +1,350 +6%
BSA
1224
Bull Street Advisors
Georgia
$2.4M – – –
FF
1225
FourThought Financial
Florida
$2.4M +$67.5K +608 +2%
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