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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2051
SSI Investment Management
California
$624K +$82.5K +622 +16%
FDS
2052
First Dallas Securities
Texas
$622K +$325K +2,450 +122%
PAM
2053
Peninsula Asset Management
Florida
$620K +$26.5K +200 +5%
CC
2054
Cedar Capital
Illinois
$618K +$108K +815 +23%
LWM
2055
Lyons Wealth Management
Florida
$616K +$585K +4,412 New
HCM
2056
Harvey Capital Management
Florida
$614K -$13.3K -100 -2%
PHAM
2057
Palisades Hudson Asset Management
Florida
$614K – – –
MWM
2058
Merriman Wealth Management
Washington
$613K +$4.11K +31 +0.7%
GRQ
2059
Gardner Russo & Quinn
Pennsylvania
$612K -$1.99K -15 -0.3%
CIM
2060
CIM Investment Management
Pennsylvania
$611K +$18.7K +141 +3%
FCA
2061
FLC Capital Advisors
California
$605K +$33.4K +252 +6%
PSC
2062
Prentiss Smith & Co
Vermont
$604K – – –
AWA
2063
Acorn Wealth Advisors
Michigan
$603K +$1.99K +15 +0.3%
ATPW
2064
Ashton Thomas Private Wealth
Arizona
$600K +$145K +1,096 +34%
SCP
2065
Seizert Capital Partners
Michigan
$600K – – –
HHGA
2066
Halbert Hargrove Global Advisors
California
$599K +$569K +4,291 New
TF
2067
TLWM Financial
Texas
$598K -$224K -1,687 -28%
PK
2068
Pflug Koory
Nebraska
$598K -$15.3K -115 -3%
WA
2069
Winfield Associates
Ohio
$598K – – –
CFA
2070
Capstone Financial Advisors
Illinois
$598K +$37.1K +280 +7%
GC
2071
Grace Capital
Massachusetts
$596K – – –
LP
2072
LGL Partners
Pennsylvania
$596K +$5.97K +45 +1%
FFW
2073
Fusion Family Wealth
New York
$596K +$560K +4,220 +8,792%
LFG
2074
Larson Financial Group
Missouri
$592K -$398 -3 -0.1%
GAMC
2075
Garner Asset Management Corp
Texas
$592K – – –
81 82
83
84 85