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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2376
Private Ocean
California
$639K -$23.7K -133 -3%
NCM
2377
Northwest Capital Management
Oregon
$639K +$63.6K +357 +10%
WMSA
2378
Weiss Multi-Strategy Advisers
New York
$638K +$672K +3,769 New
SCG
2379
Sonata Capital Group
Washington
$636K +$89.1K +500 +15%
PGA
2380
Portland Global Advisors
Maine
$635K – – –
SFWA
2381
Summit Financial Wealth Advisors
Louisiana
$635K – – –
ACA
2382
Ackerman Capital Advisors
Texas
$634K -$535 -3 -0.1%
DCM
2383
Decatur Capital Management
Georgia
$633K -$783K -4,391 -54%
SIAG
2384
Safeguard Investment Advisory Group
California
$632K -$769K -4,312 -54%
FBT
2385
First Bank & Trust
South Dakota
$630K +$1.07K +6 +0.2%
KMWM
2386
Keudell/Morrison Wealth Management
Oregon
$629K -$6.59K -37 -1%
FB
2387
First Bancorp
Maine
$628K +$661K +3,711 New
IDBONY
2388
Israel Discount Bank of New York
New York
$628K +$662K +3,714 New
NJBEST
2389
New Jersey Better Educational Savings Trust
New Jersey
$627K – – –
CF
2390
Copperwynd Financial
Arizona
$623K +$12.1K +68 +2%
TC
2391
Truvestments Capital
Florida
$623K +$14.6K +82 +2%
RMC
2392
Regis Management Company
California
$623K +$43.5K +244 +7%
BWAM
2393
Boyd Watterson Asset Management
Ohio
$622K – – –
PAM
2394
Peninsula Asset Management
Florida
$622K – – –
TWM
2395
Tradition Wealth Management
Minnesota
$620K -$10.3K -58 -2%
WAAG
2396
Wealth Alliance Advisory Group
Kansas
$620K +$1.43K +8 +0.2%
DWM
2397
Darwin Wealth Management
Florida
$619K -$139K -782 -18%
OL
2398
Optas LLC
Texas
$617K -$20.3K -114 -3%
CA
2399
Centerpoint Advisors
Massachusetts
$615K +$16.2K +91 +3%
WWM
2400
Wolff Wiese Magana
California
$615K +$74.2K +416 +13%
94 95
96
97 98