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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1851
Ritholtz Wealth Management
New York
$253K +$266K +1,420 New
GAMA
1852
Graticule Asia Macro Advisors
New York
$250K +$263K +1,400 New
VFPI
1853
Vantage Financial Partners (Illinois)
Illinois
$250K +$263K +1,400 New
QPWM
1854
Quadrant Private Wealth Management
Pennsylvania
$249K +$262K +1,398 New
WCF
1855
West Coast Financial
California
$248K +$375 +2 +0.1%
FUBT
1856
First United Bank & Trust
Maryland
$248K +$9.19K +49 +4%
LC
1857
LCNB Corp
Ohio
$247K -$15.2K -81 -6%
SCM
1858
Stonehearth Capital Management
Massachusetts
$247K +$6.19K +33 +2%
SL
1859
Summitry LLC
California
$247K +$11.1K +59 +4%
FWP
1860
FAS Wealth Partners
Kansas
$246K +$938 +5 +0.4%
GIM
1861
Goelzer Investment Management
Indiana
$245K -$70.9K -378 -22%
JSA
1862
Jacobson & Schmitt Advisors
Wisconsin
$245K – – –
SAM
1863
Summit Asset Management
Tennessee
$245K – – –
CWM
1864
Circle Wealth Management
New Jersey
$244K +$1.31K +7 +0.5%
HCMNY
1865
Howard Capital Management (New York)
New York
$243K -$16.9K -90 -6%
PWA
1866
Peterson Wealth Advisors
Utah
$243K +$1.31K +7 +0.5%
FRA
1867
Front Row Advisors
California
$242K +$2.44K +13 +1%
UIA
1868
UBP Investment Advisors
Switzerland
$241K -$1.27M -6,750 -83%
RTS
1869
Round Table Services
New Jersey
$240K -$12.4K -66 -5%
LWA
1870
Lenox Wealth Advisors
New York
$240K +$241K +1,283 +2,069%
LI
1871
LVZ Inc
Michigan
$239K -$46.9K -250 -16%
TCM
1872
Tufton Capital Management
Maryland
$239K -$13.5K -72 -5%
CWM
1873
Cranbrook Wealth Management
Michigan
$239K – – –
ANB
1874
Amarillo National Bank
Texas
$238K – – –
CP
1875
Castleview Partners
Texas
$238K +$250K +1,333 New
73 74
75
76 77