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Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
1501
Relative Value Partners Group
$779K – – –
CI
1502
CX Institutional
Indiana
$777K -$27.7K -621 -3%
AIM
1503
Aigen Investment Management
New York
$777K +$784K +17,596 New
FBFS
1504
First Business Financial Services
Wisconsin
$777K -$71.1K -1,595 -8%
FGAM
1505
Financial Gravity Asset Management
Texas
$776K -$490 -11 -0.1%
EAM
1506
Evanson Asset Management
California
$773K +$356K +7,984 +84%
FMTC
1507
Farmers & Merchants Trust Company
California
$772K +$41.5K +932 +6%
PCS
1508
Personal CFO Solutions
New Jersey
$772K -$190K -4,258 -20%
DMBA
1509
Deseret Mutual Benefit Administrators
Utah
$771K -$63.3K -1,421 -8%
SIAP
1510
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$766K +$223 +5 +0%
BST
1511
Bath Savings Trust
Maine
$766K -$7.71K -173 -1%
WI
1512
Wintrust Investments
Illinois
$765K +$25.6K +574 +3%
SFP
1513
Shepherd Financial Partners
Massachusetts
$764K -$3.79K -85 -0.5%
ACM
1514
Advisors Capital Management
New Jersey
$763K +$276K +6,185 +56%
CCFCSB
1515
Cape Cod Five Cents Savings Bank
Massachusetts
$762K -$62K -1,392 -7%
EWG
1516
Executive Wealth Group
Washington
$762K +$521K +11,699 +200%
TLCM
1517
Twin Lakes Capital Management
California
$760K -$3.61K -81 -0.5%
FWTB
1518
First Western Trust Bank
Colorado
$759K -$8.33K -187 -1%
6F
1519
626 Financial
Michigan
$758K -$44.6K -1,000 -6%
WDL
1520
Well Done LLC
Michigan
$758K -$624 -14 -0.1%
LFA
1521
Legend Financial Advisors
Pennsylvania
$758K +$764K +17,148 +155,891%
BCM
1522
Bienville Capital Management
New York
$757K – – –
SI
1523
Symmetry Investments
Jersey
$755K +$762K +17,100 New
CW
1524
Connectus Wealth
Ohio
$755K -$6.74M -151,253 -90%
MFG
1525
Monte Financial Group
Connecticut
$751K -$4.53M -101,738 -86%
59 60
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62 63