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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1926
Alpha Windward
Massachusetts
$767K +$9.38K +41 +1%
TAM
1927
Trust Asset Management
Texas
$767K +$701K +3,061 New
FM
1928
Foster & Motley
Ohio
$765K +$687 +3 +0.1%
GAB
1929
German American Bancorp
Indiana
$762K -$29.3K -128 -4%
APG
1930
Abacus Planning Group
South Carolina
$762K +$5.95K +26 +0.9%
EA
1931
Emerald Advisers
Pennsylvania
$761K – – –
EMB
1932
Elefante Mark B
$761K +$60K +262 +9%
CFD
1933
Creative Financial Designs
Indiana
$761K +$161K +702 +30%
FWM
1934
Fairhaven Wealth Management
Illinois
$760K +$37.1K +162 +6%
NWA
1935
New World Advisors
Massachusetts
$760K +$393K +1,715 +155%
NAS
1936
Nicolet Advisory Services
Wisconsin
$759K -$22.9K -100 -3%
WC
1937
Westhampton Capital
North Carolina
$759K +$3.43K +15 +0.5%
WIA
1938
World Investment Advisors
California
$756K -$22.7K -99 -4%
SRC
1939
Shufro Rose & Co
New York
$755K -$2.06M -9,000 -75%
CA
1940
Cornerstone Advisory
Maryland
$753K +$336K +1,467 +95%
LC
1941
Lindbrook Capital
California
$752K -$1.6K -7 -0.2%
CCIA
1942
Campbell & Co Investment Adviser
Maryland
$752K +$687K +3,003 New
CIS
1943
Connors Investor Services
Pennsylvania
$749K -$102K -445 -13%
PFO
1944
Pathstone Family Office
New Jersey
$748K – – –
RWM
1945
Ritholtz Wealth Management
New York
$748K +$240K +1,048 +54%
BI
1946
Ballast Inc
Kentucky
$747K -$56.5K -247 -8%
RCM
1947
Radnor Capital Management
Pennsylvania
$746K +$125K +547 +22%
IRAG
1948
Investment Research & Advisory Group
Georgia
$745K -$17.6K -77 -2%
TCPWM
1949
Traverso Chambers Private Wealth Management
California
$745K +$1.37K +6 +0.2%
IP
1950
Intellectus Partners
California
$743K -$667K -2,915 -50%
76 77
78
79 80