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Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1001
Joel Isaacson & Co
New York
$1.47M +$100K +509 +7%
CC
1002
Courier Capital
New York
$1.47M +$74K +376 +5%
ACIM
1003
Azimuth Capital Investment Management
Michigan
$1.46M -$4.72K -24 -0.3%
CCG
1004
Ceeto Capital Group
Florida
$1.45M – – –
BMO
1005
Beck Mack & Oliver
New York
$1.45M – – –
VCM
1006
Vivaldi Capital Management
Illinois
$1.45M -$46K -234 -3%
BEC
1007
Blue Edge Capital
Virginia
$1.45M – – –
SQA
1008
Simon Quick Advisors
New Jersey
$1.45M +$280K +1,421 +24%
PFPT
1009
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.44M -$3.15K -16 -0.2%
AHIA
1010
Andrew Hill Investment Advisors
Florida
$1.44M -$3.35K -17 -0.2%
AI
1011
Accredited Investors
Minnesota
$1.44M +$44.3K +225 +3%
KWA
1012
Kingswood Wealth Advisors
California
$1.43M -$157K -796 -10%
CCA
1013
Cobblestone Capital Advisors
New York
$1.43M +$19.7K +100 +1%
WCM
1014
Weaver Capital Management
Georgia
$1.43M +$85K +432 +6%
PCS
1015
Personal CFO Solutions
New Jersey
$1.42M -$157K -799 -10%
LFA
1016
Legacy Financial Advisors
Kentucky
$1.42M +$55.7K +283 +4%
AC
1017
Avestar Capital
New York
$1.41M +$120K +609 +9%
MS
1018
Maven Securities
Jersey
$1.41M -$3.26M -16,552 -70%
PP
1019
PDS Planning
Ohio
$1.41M +$133K +678 +11%
LC
1020
Lindbrook Capital
California
$1.41M +$90.9K +462 +7%
AWM
1021
Aries Wealth Management
Maine
$1.41M – – –
EHC
1022
Everett Harris & Co
California
$1.4M – – –
CP
1023
CenterBook Partners
Connecticut
$1.39M -$1.06M -5,369 -44%
SC
1024
Schulhoff & Co
Ohio
$1.39M -$23.8K -121 -2%
CA
1025
CoreCap Advisors
Michigan
$1.38M -$42.7K -217 -3%
39 40
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