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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1901
SSI Investment Management
California
$618K – – –
CWP
1902
Capital Wealth Planning
Florida
$617K -$103M -1,632,578 -99%
TFO
1903
Tarbox Family Office
California
$617K +$152K +2,401 +32%
FPWM
1904
FSB Premier Wealth Management
Iowa
$616K +$5.01K +79 +0.8%
BFA
1905
Beacon Financial Advisory
Ohio
$616K +$8.3K +131 +1%
MCCP
1906
Mission Creek Capital Partners
California
$611K -$3.55K -56 -0.6%
CSI
1907
Cross Staff Investments
New York
$611K – – –
OCM
1908
Orser Capital Management
Texas
$611K – – –
GITFIT
1909
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$610K -$95.1K -1,500 -13%
RIA
1910
Richwood Investment Advisors
Ohio
$609K -$25.4K -400 -4%
JWM
1911
Jeppson Wealth Management
California
$606K +$289K +4,554 +90%
DMKJ
1912
David M. Knott Jr
$604K – – –
IA
1913
IFG Advisors
Missouri
$604K – – –
TL
1914
Tradewinds LLC
North Carolina
$603K +$608K +9,587 New
BA
1915
Ballast Advisors
Minnesota
$602K +$824 +13 +0.1%
FZCM
1916
Flynn Zito Capital Management
New York
$601K -$215K -3,397 -26%
AT
1917
Arvest Trust
Oklahoma
$601K -$19.4K -306 -3%
KPWG
1918
KFA Private Wealth Group
Virginia
$601K -$10.3K -162 -2%
VCAM
1919
Van Cleef Asset Management
Ohio
$601K – – –
WA
1920
Wealth Alliance
New York
$601K +$82.1K +1,295 +16%
IFS
1921
Ifrah Financial Services
Arkansas
$599K -$10.2K -161 -2%
FM
1922
Family Management
New York
$595K -$395K -6,227 -40%
VCM
1923
Vivaldi Capital Management
Illinois
$595K -$36.1K -570 -6%
VC
1924
Vicus Capital
Pennsylvania
$595K -$18.1K -285 -3%
CCB
1925
Cutter & Co Brokerage
Missouri
$594K -$40.9K -645 -6%
75 76
77
78 79