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Name Holding Trade Value Shares
Change 		Change in
Stake
W
1876
WealthOne
New York
$888K +$415 +3 +0%
NEPWA
1877
New England Private Wealth Advisors
Massachusetts
$887K -$211K -1,528 -18%
OAM
1878
Occidental Asset Management
California
$887K +$146K +1,059 +18%
NJBEST
1879
New Jersey Better Educational Savings Trust
New Jersey
$886K – – –
PC
1880
Pecaut & Co
Iowa
$886K +$940K +6,800 New
IPW
1881
Inlet Private Wealth
Florida
$882K +$17.3K +125 +2%
IWS
1882
Insight Wealth Strategies
California
$880K +$43.3K +313 +5%
FNBOSM
1883
First National Bank of South Miami
Florida
$871K – – –
ONB
1884
Old National Bancorp
Indiana
$870K -$296K -2,142 -24%
FBB
1885
Fulton Breakefield Broenniman
Maryland
$870K +$923K +6,675 New
MC
1886
Mathes Company
New York
$867K – – –
PFC
1887
Phocas Financial Corp
California
$863K -$9.08B -65,684,545 -100%
TL
1888
TrueWealth LLC
Georgia
$863K +$277 +2 +0%
SEC
1889
Seven Eight Capital
New York
$859K -$2.65M -19,200 -74%
BS
1890
Bessemer Securities
New York
$858K – – –
WCAMG
1891
Woodard & Company Asset Management Group
North Carolina
$855K +$908K +6,564 New
RIG
1892
Roosevelt Investment Group
New York
$853K +$12.9K +93 +1%
GC
1893
Gruss & Co
Florida
$847K – – –
WCA
1894
Waratah Capital Advisors
Ontario, Canada
$844K -$8.83M -63,838 -91%
SG
1895
StoneX Group
New York
$843K +$115K +830 +15%
FFG
1896
Frisch Financial Group
New York
$843K +$157K +1,132 +21%
NCM
1897
Novare Capital Management
North Carolina
$841K -$34K -246 -4%
CC
1898
Cypress Capital
Tennessee
$841K +$37.5K +271 +4%
CCM
1899
Canal Capital Management
Virginia
$840K +$44.9K +325 +5%
WCG
1900
Weaver Consulting Group
California
$839K +$37.2K +269 +5%
74 75
76
77 78