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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
2051
Insight Wealth Strategies
California
$584K +$359 +6 +0.1%
PMG
2052
ProVise Management Group
Florida
$583K +$114K +1,911 +24%
FPA
2053
First Pacific Advisors
California
$580K +$580K +9,700 New
AWA
2054
Acorn Wealth Advisors
Michigan
$579K +$4.19K +70 +0.7%
OR
2055
Olympiad Research
Connecticut
$578K +$223K +3,721 +63%
HI
2056
HBK Investments
Texas
$576K +$576K +9,625 New
HWM
2057
Howard Wealth Management
Connecticut
$574K -$9.87K -165 -2%
ARMT
2058
Amica Retiree Medical Trust
Rhode Island
$573K – – –
SIA
2059
Strategic Investment Advisors
Michigan
$573K +$136K +2,270 +31%
GIA
2060
Gladstone Institutional Advisory
Florida
$570K -$481K -8,052 -46%
FCFC
2061
First Citizens Financial Corp
Iowa
$569K +$50.9K +852 +10%
BFC
2062
Blue Fin Capital
Rhode Island
$568K +$23.3K +390 +4%
SSG
2063
Summit Securities Group
New York
$568K +$221K +3,700 +64%
TWM
2064
Titus Wealth Management
California
$567K +$1.32K +22 +0.2%
SIM
2065
SSI Investment Management
California
$566K -$10.2K -170 -2%
BA
2066
Bennicas & Associates
California
$564K – – –
FNBOO
2067
First National Bank of Omaha
Nebraska
$564K +$145K +2,417 +34%
HKAM
2068
Horizon Kinetics Asset Management
New York
$563K -$10K -168 -2%
SCM
2069
Silvant Capital Management
Georgia
$563K – – –
MG
2070
Mather Group
Illinois
$560K +$124K +2,071 +28%
I2I
2071
Insight 2811 Inc
Illinois
$559K -$798K -13,341 -58%
GA
2072
Geller Advisors
New York
$559K +$248K +4,148 +80%
CWM
2073
Concentrum Wealth Management
California
$558K -$22.6K -378 -4%
DDPIC
2074
Deroy & Devereaux Private Investment Counsel
Michigan
$554K -$41.9K -700 -7%
FA
2075
Financial Advisors
Massachusetts
$554K -$12K -200 -2%
81 82
83
84 85