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Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
1601
Texas Yale Capital Corp
Florida
$424K +$414K +818 New
GAM
1602
Gould Asset Management
California
$424K +$99.8K +197 +32%
VAM
1603
Virtue Asset Management
Illinois
$422K – – –
MAM
1604
Martingale Asset Management
Massachusetts
$422K -$22.8K -45 -5%
TWM
1605
TSA Wealth Management
Texas
$422K +$20.8K +41 +5%
SAM
1606
Strategy Asset Managers
California
$420K -$15.2K -30 -4%
LT
1607
Legacy Trust
Michigan
$420K +$5.07K +10 +1%
VP
1608
Verum Partners
North Carolina
$418K +$4.56K +9 +1%
OFG
1609
Oxford Financial Group
Indiana
$418K -$203K -400 -33%
CCWM
1610
Cassaday & Co Wealth Management
Virginia
$418K -$5.57K -11 -1%
HT
1611
Heritage Trust
Oklahoma
$418K +$11.1K +22 +3%
GKFF
1612
George Kaiser Family Foundation
Oklahoma
$417K -$51.7K -102 -11%
PGCM
1613
Prescott Group Capital Management
Oklahoma
$417K -$51.7K -102 -11%
PMSA
1614
Patrick M. Sweeney & Associates
Illinois
$416K – – –
NC
1615
NewSquare Capital
Pennsylvania
$415K +$20.3K +40 +5%
KF
1616
Ketron Financial
California
$415K – – –
SWM
1617
SeaCrest Wealth Management
New York
$415K -$89.6K -177 -18%
CBA
1618
Coastal Bridge Advisors
Connecticut
$414K +$33.4K +66 +9%
DOA
1619
D'Orazio & Associates
Virginia
$413K +$14.2K +28 +4%
FC
1620
Financial Consulate
Maryland
$413K +$1.52K +3 +0.4%
CFS
1621
CRA Financial Services
New Jersey
$413K +$27.9K +55 +7%
ICP
1622
Interchange Capital Partners
Pennsylvania
$412K +$54.7K +108 +16%
SHGA
1623
Sand Hill Global Advisors
California
$411K +$24.3K +48 +6%
SFWA
1624
Summit Financial Wealth Advisors
Louisiana
$410K +$65.8K +130 +20%
RCMU
1625
Rokos Capital Management (UK)
United Kingdom
$409K -$20.2M -39,855 -98%
63 64
65
66 67