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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1026
Calamos Wealth Management
Illinois
$4.49M -$431K -1,246 -9%
AI
1027
Atom Investors
Texas
$4.47M +$3.55M +10,264 +474%
JEST
1028
JTC Employer Solutions Trustee
Jersey
$4.46M – – –
BCFD
1029
Boit C.F. David
$4.43M – – –
BDS
1030
Banco de Sabadell
Florida
$4.42M +$617K +1,785 +17%
SIG
1031
Stonegate Investment Group
Alabama
$4.37M +$4.2M +12,151 New
FF
1032
FourThought Financial
Florida
$4.36M -$86.1K -249 -2%
DFG
1033
Demars Financial Group
Washington
$4.35M +$89.2K +258 +2%
GW
1034
GW & Wade
Massachusetts
$4.35M +$278K +805 +7%
ACM
1035
Arthedge Capital Management
New York
$4.34M – – –
CC
1036
Carlson Capital
Texas
$4.31M -$830K -2,400 -17%
NSIM
1037
North Star Investment Management
Illinois
$4.3M +$142K +412 +4%
HSA
1038
HBK Sorce Advisory
Pennsylvania
$4.29M +$161K +465 +4%
LIM
1039
Leavell Investment Management
Alabama
$4.29M +$156K +451 +4%
HCM
1040
Huber Capital Management
California
$4.28M -$860K -2,486 -17%
IIC
1041
Ironwood Investment Counsel
Arizona
$4.28M +$146K +421 +4%
AWM
1042
Altium Wealth Management
New York
$4.22M -$80.9K -234 -2%
1SB
1043
1ST Source Bank
Indiana
$4.22M +$104K +300 +3%
SFFS
1044
Stonehage Fleming Financial Services
Jersey
$4.21M -$17.6K -51 -0.4%
WPP
1045
Whalerock Point Partners
Rhode Island
$4.21M +$133K +385 +3%
CP
1046
Cumberland Partners
Ontario, Canada
$4.16M -$14.1M -40,905 -78%
WAM
1047
Watershed Asset Management
California
$4.16M +$4M +11,575 New
BP
1048
Ballentine Partners
Massachusetts
$4.15M +$667K +1,930 +20%
BWL
1049
Bogart Wealth LLC
Virginia
$4.15M +$906K +2,619 +29%
AAMA
1050
Advanced Asset Management Advisors
Ohio
$4.13M – – –
40 41
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