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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2076
Wolverine Asset Management
Illinois
$161K +$197K +3,653 New
TCM
2077
Tradewinds Capital Management
Washington
$158K +$5.67K +105 +3%
HFA
2078
HC Financial Advisors
California
$158K +$193K +3,572 New
PFO
2079
Pathstone Family Office
New Jersey
$155K +$91.5K +1,694 +95%
MHR
2080
Matthew Hamilton Rosenberg
$155K +$189K +3,499 New
WCG
2081
Weaver Consulting Group
California
$154K -$71.6K -1,326 -28%
TC
2082
Trust Company
Kansas
$153K -$55.1K -1,020 -23%
PAA
2083
Peregrine Asset Advisers
Oregon
$153K -$25.2K -467 -12%
OSAM
2084
O'Shaughnessy Asset Management
Connecticut
$152K -$248K -4,585 -57%
SIS
2085
Sound Income Strategies
Florida
$152K +$90.8K +1,682 +95%
LWM
2086
Lenox Wealth Management
Ohio
$147K -$18.8K -348 -10%
GAM
2087
Gemmer Asset Management
California
$147K -$8.1K -150 -4%
PWMG
2088
Prestige Wealth Management Group
New Jersey
$145K +$85.5K +1,584 +93%
DOA
2089
D'Orazio & Associates
Virginia
$141K -$20.2K -374 -10%
PCTC
2090
Perkins Coie Trust Company
Washington
$139K +$2.92K +54 +2%
APW
2091
Acima Private Wealth
Virginia
$137K – – –
CG
2092
Cutler Group
California
$137K +$162K +3,000 +3,000%
BWP
2093
Baldwin Wealth Partners
Massachusetts
$134K – – –
AS
2094
Altshuler Shaham
Israel
$134K +$155K +2,865 +1,897%
ACM
2095
AUA Capital Management
Pennsylvania
$133K – – –
SL
2096
Salomon & Ludwin
Virginia
$132K -$113K -2,094 -41%
NICM
2097
Neo Ivy Capital Management
New York
$131K +$160K +2,967 New
SIAS
2098
Shine Investment Advisory Services
Colorado
$128K – – –
MCM
2099
MV Capital Management
Maryland
$127K – – –
JSC
2100
Jackson Square Capital
California
$126K -$8.1K -150 -5%
82 83
84
85 86