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Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
951
Gotham Asset Management
New York
$950K +$19.5K +803 +3%
GC
952
Guidance Capital
Kentucky
$946K -$77.9K -3,217 -12%
PIM
953
Profit Investment Management
Maryland
$942K -$94.7K -3,908 -12%
CTA
954
Chesley Taft & Associates
Illinois
$941K +$581 +24 +0.1%
RWM
955
Ritholtz Wealth Management
New York
$940K +$37K +1,529 +6%
SEP
956
Southland Equity Partners
Missouri
$938K -$2.69K -111 -0.4%
4WM
957
44 Wealth Management
Oregon
$936K +$3.15K +130 +0.5%
BPWM
958
Badgley Phelps Wealth Managers
Washington
$934K -$12.1K -500 -2%
WWC
959
Waypoint Wealth Counsel
Georgia
$933K +$338K +13,959 +101%
VA
960
VestGen Advisors
Illinois
$930K +$450K +18,586 +203%
FAM
961
Formidable Asset Management
Ohio
$928K -$195K -8,031 -16%
ACM
962
Accent Capital Management
Ohio
$927K -$5.28K -218 -2%
BWM
963
Birchcreek Wealth Management
Ohio
$924K -$5.21K -215 -0.8%
AFT
964
Alpha Family Trust
California
$924K +$727 +30 +0.1%
TC
965
TFR Capital
Texas
$922K -$8.14K -336 -1%
IAMOG
966
Investors Asset Management of Georgia
Georgia
$919K +$3.75K +155 +0.6%
DG
967
DMC Group
Alabama
$918K +$86.9K +3,586 +15%
CPRC
968
Consolidated Portfolio Review Corp
New York
$912K -$98.3K -4,058 -13%
OL
969
Optas LLC
Texas
$909K +$113K +4,646 +21%
LF
970
Lantz Financial
Illinois
$909K +$45.3K +1,871 +7%
LIA
971
LS Investment Advisors
Michigan
$907K -$97.1K -4,007 -13%
CG
972
Corundum Group
Colorado
$905K -$14.8K -609 -2%
DDC
973
DF Dent & Co
Maryland
$905K – – –
JMFC
974
J.M. Forbes & Co
Massachusetts
$904K – – –
CIAS
975
Capital Investment Advisory Services
North Carolina
$901K +$104K +4,292 +19%
37 38
39
40 41