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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2376
Wakefield Asset Management
Colorado
$33K -$16.8K -332 -35%
FEG
2377
Financial Enhancement Group
Indiana
$33K +$30.8K +607 New
LPC
2378
Loeb Partners Corp
New York
$32K -$53.3K -1,050 -64%
MAM
2379
Marquette Asset Management
Minnesota
$32K +$30.5K +601 New
SHIM
2380
Stone House Investment Management
Pennsylvania
$32K +$30.6K +604 New
WCM
2381
Wealthcare Capital Management
Virginia
$29K – – –
NIM
2382
NuWave Investment Management
New Jersey
$22K -$264K -5,211 -93%
SAM
2383
Shamrock Asset Management
Texas
$21K – – –
LWS
2384
Lucia Wealth Services
California
$20K +$3.85K +76 +25%
JPLA
2385
Joseph P. Lucia & Associates
New York
$18.5K +$16.9K +333 New
CIM
2386
Contravisory Investment Management
Massachusetts
$18K -$5.07K -100 -23%
HCM
2387
Horrell Capital Management
Arkansas
$18K – – –
NC
2388
NewSquare Capital
Pennsylvania
$16K – – –
QT
2389
Quantamental Technologies
New York
$15K -$215K -4,248 -94%
DPA
2390
Delphi Private Advisors
California
$15K – – –
UOTTAIMCU
2391
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$12K -$43.1K -850 -80%
RBC
2392
Roble Belko & Company
Pennsylvania
$12K – – –
JAM
2393
JCIC Asset Management
Ontario, Canada
$11K – – –
JCM
2394
Julex Capital Management
Massachusetts
$9.4K +$1.52K +30 +21%
CCMW
2395
Cypress Capital Management (Wyoming)
Wyoming
$7K -$518K -10,217 -99%
OSAM
2396
O'Shaughnessy Asset Management
Connecticut
$7K -$4.67K -92 -40%
LPWM
2397
Lake Point Wealth Management
Texas
$5K -$241K -4,760 -98%
FA
2398
Financial Advantage
Maryland
$5K – – –
OAJ
2399
Ogorek Anthony Joseph
New York
$5K – – –
SIA
2400
SeaBridge Investment Advisors
New Jersey
$5K – – –
94 95
96
97 98