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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1076
Cornerstone Wealth Management
Missouri
$561K -$122K -465 -20%
RFA
1077
Register Financial Advisors
Georgia
$560K – – –
1SB
1078
1ST Source Bank
Indiana
$557K – – –
CCG
1079
Chatham Capital Group
Georgia
$552K – – –
RCG
1080
Regatta Capital Group
California
$551K +$78.5K +300 +20%
BO
1081
Bank OZK
Arkansas
$549K – – –
PPW
1082
Pasadena Private Wealth
California
$546K +$6.8K +26 +1%
MSAM
1083
Moloney Securities Asset Management
Missouri
$542K – – –
SOAMC
1084
Spirit of America Management Corp
New York
$540K – – –
JWM
1085
JGP Wealth Management
Oregon
$539K -$1.05K -4 -0.2%
SIA
1086
SkyView Investment Advisors
New Jersey
$539K +$53.4K +204 +13%
RMC
1087
Resources Management Corp
Connecticut
$537K – – –
GI
1088
Gradient Investments
Minnesota
$533K +$23.3K +89 +5%
SM
1089
Sciencast Management
New Jersey
$533K +$465K +1,778 New
IAS
1090
IMA Advisory Services
Colorado
$532K +$283K +1,082 +156%
CI
1091
Conning Inc
Connecticut
$531K +$24.1K +92 +5%
BEAM
1092
Baker Ellis Asset Management
Washington
$530K – – –
WIM
1093
WealthPlan Investment Management
Nebraska
$530K -$301K -1,150 -39%
USCWA
1094
U.S. Capital Wealth Advisors
Texas
$529K +$6.02K +23 +1%
CCA
1095
Checchi Capital Advisers
California
$529K +$27.2K +104 +6%
HA
1096
Hamel Associates
New Jersey
$528K -$52.3K -200 -10%
FIA
1097
Foundations Investment Advisors
Arizona
$526K -$95.7K -366 -17%
MIM
1098
Montgomery Investment Management
Maryland
$526K – – –
RIA
1099
Realta Investment Advisors
Delaware
$525K +$48.4K +185 +12%
TIM
1100
Tevis Investment Management
Texas
$523K +$104K +397 +30%
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