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Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1726
Simon Quick Advisors
New Jersey
$218K +$8.59K +56 +4%
EF
1727
Empirical Finance
Pennsylvania
$217K – – –
KA
1728
KLCM Advisors
Wisconsin
$217K +$203K +1,327 New
CWM
1729
Circle Wealth Management
New Jersey
$214K +$201K +1,308 New
SFG
1730
SevenBridge Financial Group
Pennsylvania
$210K -$59.6K -389 -23%
MCM
1731
McMillion Capital Management
North Carolina
$209K -$30.7K -200 -14%
SS
1732
Simplicity Solutions
Minnesota
$208K -$163K -1,061 -45%
DBIA
1733
Dumont & Blake Investment Advisors
New Jersey
$208K +$195K +1,270 New
SSWM
1734
Sheets Smith Wealth Management
North Carolina
$208K +$195K +1,272 New
M
1735
MOTCO
Texas
$207K -$180K -1,176 -48%
CAM
1736
Concorde Asset Management
Michigan
$207K +$193K +1,260 New
TWM
1737
Torch Wealth Management
Ohio
$207K +$194K +1,265 New
AMG
1738
Asset Management Group
Connecticut
$206K -$8.74K -57 -4%
CFSG
1739
Community Financial Services Group
Vermont
$206K +$192K +1,255 New
LIA
1740
LBMC Investment Advisors
Tennessee
$205K +$192K +1,252 New
AFS
1741
Access Financial Services
Minnesota
$204K +$191K +1,245 New
DIS
1742
Diversified Investment Strategies
Louisiana
$204K +$192K +1,250 New
GBA
1743
Garrison Bradford & Associates
New York
$204K +$192K +1,250 New
RIA
1744
RPG Investment Advisory
California
$202K +$12K +78 +7%
LC
1745
Lincoln Capital
Nebraska
$201K -$29.1K -190 -13%
HFM
1746
Harvest Fund Management
China
$201K – – –
WA
1747
WealthTrust-Arizona
Arizona
$201K +$89.2K +582 +90%
CCM
1748
Coe Capital Management
Illinois
$201K +$188K +1,226 New
AIS
1749
AlphaOne Investment Services
Pennsylvania
$199K +$187K +1,219 New
MCIA
1750
Mountain Capital Investment Advisors
Colorado
$195K +$153K +995 +508%
68 69
70
71 72