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Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
2151
Wimmer Associates 1
California
$215K +$206K +1,035 New
OA
2152
Oxbow Advisors
Texas
$214K +$205K +1,030 New
SL
2153
Summitry LLC
California
$213K -$99.7K -500 -33%
PFA
2154
Paradigm Financial Advisors
Missouri
$212K -$49.9K -250 -20%
IWP
2155
Icon Wealth Partners
Texas
$212K -$798 -4 -0.4%
AIA
2156
Alera Investment Advisors
Illinois
$211K +$11.8K +59 +6%
JGUA
2157
John G. Ullman & Associates
New York
$208K +$199K +999 New
CFSG
2158
Community Financial Services Group
Vermont
$208K +$199K +1,000 New
MC
2159
Montag & Caldwell
Georgia
$208K +$199K +1,000 New
SM
2160
SG3 Management
Puerto Rico
$208K +$199K +1,000 New
TSS
2161
Thomas Story & Son
Indiana
$208K +$199K +1,000 New
AA
2162
Alesco Advisors
New York
$207K +$198K +993 New
CPIG
2163
Chicago Partners Investment Group
Illinois
$206K +$194K +975 New
AIFS
2164
A&I Financial Services
Colorado
$206K +$197K +990 New
EFL
2165
ERn Financial LLC
Wisconsin
$203K -$34.1K -171 -15%
LWM
2166
Liberty Wealth Management
California
$203K +$73.6K +369 +61%
DAC
2167
Dividend Assets Capital
South Carolina
$203K +$195K +977 New
KWMG
2168
King Wealth Management Group
Florida
$202K +$193K +969 New
EMG
2169
ETF Managers Group
New Jersey
$196K -$889K -4,456 -82%
GCM
2170
Gladius Capital Management
Illinois
$195K -$2.11M -10,581 -92%
CAL
2171
Capital Advisors Ltd
Ohio
$192K +$61.4K +308 +50%
SLF
2172
Sun Life Financial
Ontario, Canada
$189K -$203K -1,017 -53%
LA
2173
Legacy Advisors
Pennsylvania
$186K +$58.8K +295 +49%
HCM
2174
HMS Capital Management
Tennessee
$179K – – –
HDIM
2175
Hanson & Doremus Investment Management
Vermont
$171K – – –
85 86
87
88 89