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Name Holding Trade Value Shares
Change 		Change in
Stake
FWSM
2326
First Wilshire Securities Management
California
$332K – – –
HAIM
2327
Hunter Associates Investment Management
Pennsylvania
$332K – – –
HWM
2328
Howard Wealth Management
Connecticut
$332K +$5.95K +26 +2%
CF
2329
Corrigan Financial
Rhode Island
$331K -$4.81K -21 -2%
MWM
2330
Merriman Wealth Management
Washington
$331K -$116K -506 -28%
CPC
2331
Congress Park Capital
New York
$329K -$738K -3,226 -71%
BL
2332
Balentine LLC
Georgia
$329K -$121K -529 -29%
WQ
2333
Wealth Quarterback
New Jersey
$327K -$88.8K -388 -23%
CCT
2334
Capital City Trust
Florida
$327K -$72.3K -316 -19%
PBT
2335
Pictet Bank & Trust
Bahamas
$326K -$332K -1,450 -53%
WPC
2336
White Pine Capital
Minnesota
$326K – – –
YMRC
2337
Yorktown Management & Research Company
Virginia
$326K +$298K +1,300 New
OR
2338
Olympiad Research
Connecticut
$325K -$56.3K -246 -16%
V
2339
VeraBank
Texas
$325K – – –
LWA
2340
Lenox Wealth Advisors
New York
$323K -$17.6K -77 -6%
TCM
2341
TimesSquare Capital Management
New York
$323K – – –
RCAMU
2342
Rothschild & Co Asset Management US
Connecticut
$323K +$295K +1,287 New
IWA
2343
Intercontinental Wealth Advisors
Texas
$322K -$108K -472 -27%
LI
2344
LVZ Inc
Michigan
$322K -$33.9K -148 -10%
TFF
2345
The Family Firm
Maryland
$322K +$1.15K +5 +0.4%
WA
2346
Wealth Architects
California
$319K -$5.49K -24 -2%
EMG
2347
ETF Managers Group
New Jersey
$317K -$36.2K -158 -11%
BFA
2348
Beacon Financial Advisory
Ohio
$317K – – –
SAM
2349
SignalPoint Asset Management
Missouri
$316K – – –
PMA
2350
Prudent Man Advisors
Illinois
$316K +$289K +1,261 New
92 93
94
95 96