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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1651
Bison Wealth
Georgia
$508K +$49.9K +168 +9%
AIS
1652
American Investment Services
Massachusetts
$507K -$60.4K -203 -9%
HCP
1653
Holt Capital Partners
Texas
$507K – – –
BIM
1654
Baldwin Investment Management
Pennsylvania
$507K +$11.9K +40 +2%
OWA
1655
Outlook Wealth Advisors
Texas
$506K +$194K +651 +45%
MSAM
1656
Moloney Securities Asset Management
Missouri
$504K +$13.4K +45 +2%
CPIG
1657
Chicago Partners Investment Group
Illinois
$504K +$96K +323 +20%
DJSG
1658
D.J. St. Germain
Massachusetts
$503K -$1.49K -5 -0.2%
XM
1659
XTX Markets
New York
$502K +$618K +2,080 New
CIA
1660
Capital Investment Advisors
Georgia
$501K -$11.3K -38 -2%
TCA
1661
Transcend Capital Advisors
New Jersey
$500K +$615K +2,070 New
SIA
1662
Strategic Investment Advisors
Michigan
$498K +$97.5K +328 +19%
SGI
1663
Summit Global Investments
Utah
$496K -$144K -483 -19%
BWP
1664
Baldwin Wealth Partners
Massachusetts
$494K +$59.5K +200 +11%
AWM
1665
Alterna Wealth Management
Texas
$494K +$90.4K +304 +17%
EWM
1666
Empirical Wealth Management
Washington
$494K +$293K +987 +93%
BP
1667
BBR Partners
New York
$493K -$598K -2,010 -50%
HWM
1668
Howard Wealth Management
Connecticut
$491K +$15.5K +52 +3%
SM
1669
Sciencast Management
New Jersey
$487K +$617K +2,075 New
ICM
1670
IMS Capital Management
Oregon
$485K -$565K -1,900 -49%
WP
1671
WealthSource Partners
California
$483K +$62.1K +209 +12%
PA
1672
PFG Advisors
Arizona
$483K +$91.3K +307 +19%
GFPC
1673
Global Financial Private Client
Florida
$482K +$70.8K +238 +13%
SIM
1674
Sadoff Investment Management
Wisconsin
$480K – – –
RWM
1675
Ritholtz Wealth Management
New York
$480K +$68.7K +231 +13%
65 66
67
68 69