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Name Holding Trade Value Shares
Change 		Change in
Stake
GBA
1726
Garrison Bradford & Associates
New York
$619K – – –
CCM
1727
Carlson Capital Management
Minnesota
$618K +$18.6K +132 +3%
MC
1728
Matisse Capital
Oregon
$617K -$29.7K -210 -5%
CK
1729
Carnick & Kubik
Colorado
$614K – – –
TCB
1730
Texas Capital Bancshares
Texas
$612K +$38K +269 +7%
VCM
1731
Vigilant Capital Management
Maine
$611K -$6.78K -48 -1%
TFF
1732
The Family Firm
Maryland
$609K -$11K -78 -2%
SWA
1733
SFMG Wealth Advisors
Texas
$606K -$1.21M -8,536 -68%
EA
1734
Elm Advisors
California
$604K – – –
GHA
1735
GW Henssler & Associates
Georgia
$601K -$10.4M -73,713 -95%
CCM
1736
Canal Capital Management
Virginia
$598K -$56.1K -397 -9%
HPWM
1737
Highland Private Wealth Management
Washington
$598K +$556K +3,934 New
BFPW
1738
BOK Financial Private Wealth
Colorado
$597K – – –
OIM
1739
Orca Investment Management
Oregon
$597K +$44.2K +313 +9%
FIG
1740
FundX Investment Group
California
$593K -$11.7K -83 -2%
AWA
1741
AmeriServ Wealth Advisors
Pennsylvania
$592K +$22.2K +157 +4%
KP
1742
Keel Point
Alabama
$591K -$1.13K -8 -0.2%
AIA
1743
AIMZ Investment Advisors
California
$591K +$17.5K +124 +3%
BHA
1744
Beech Hill Advisors
New York
$590K +$164K +1,160 +43%
MAM
1745
Mastrapasqua Asset Management
Tennessee
$589K +$28K +198 +5%
BBPWM
1746
Blue Bell Private Wealth Management
Pennsylvania
$586K +$122K +865 +29%
PCM
1747
Perkins Capital Management
Minnesota
$586K +$200K +1,419 +58%
FAG
1748
Financial Advisory Group
Texas
$584K -$14.8K -105 -3%
GKWIM
1749
Gerber Kawasaki Wealth & Investment Management
California
$583K -$88K -623 -14%
LMAM
1750
Legg Mason Asset Management
Japan
$582K +$539K +3,819 New
68 69
70
71 72