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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
1026
GC Wealth Management RIA
Massachusetts
$1.93M +$1.27M +5,799 +344%
HCM
1027
Howard Capital Management
Georgia
$1.92M +$296K +1,351 +22%
BWM
1028
BKM Wealth Management
Wisconsin
$1.91M +$1.01M +4,609 +163%
SFS
1029
Strategic Financial Services
New York
$1.91M +$687K +3,130 +73%
TFM
1030
TFC Financial Management
Massachusetts
$1.91M +$219 +1 +0%
HA
1031
Harfst & Associates
Wyoming
$1.91M +$835K +3,805 +106%
KOC
1032
Koss-Olinger Consulting
Florida
$1.91M -$37.7K -172 -2%
CCA
1033
Checchi Capital Advisers
California
$1.9M +$439 +2 +0%
JIC
1034
Joel Isaacson & Co
New York
$1.9M +$10.3K +47 +0.6%
HIC
1035
Harvey Investment Company
Kentucky
$1.9M – – –
LFA
1036
Legacy Financial Advisors
Kentucky
$1.88M +$43.7K +199 +3%
OL
1037
Owen LaRue
Kentucky
$1.87M -$653K -2,975 -29%
BMO
1038
Beck Mack & Oliver
New York
$1.87M – – –
BEC
1039
Blue Edge Capital
Virginia
$1.86M – – –
CAMG
1040
CWA Asset Management Group
Florida
$1.86M +$123K +561 +8%
CGL
1041
Clarius Group LLC
Washington
$1.85M -$184K -837 -10%
P
1042
Pitcairn
Pennsylvania
$1.85M -$217K -989 -12%
ACIM
1043
Azimuth Capital Investment Management
Michigan
$1.84M -$32.9K -150 -2%
CAM
1044
Columbia Asset Management
Michigan
$1.84M -$114K -519 -7%
WCM
1045
Weaver Capital Management
Georgia
$1.84M +$1.1K +5 +0.1%
PCS
1046
Personal CFO Solutions
New Jersey
$1.84M +$3.73K +17 +0.2%
KCM
1047
Kornitzer Capital Management
Kansas
$1.83M -$334K -1,522 -18%
PFPT
1048
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.83M -$18K -82 -1%
SFC
1049
SYM Financial Corp
Indiana
$1.82M +$136K +620 +10%
VIA
1050
Victrix Investment Advisors
Florida
$1.82M +$45K +205 +3%
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