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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1726
Blueshift Asset Management
New Jersey
$902K -$86.3K -240 -9%
SCM
1727
Seascape Capital Management
New Hampshire
$902K +$8.63K +24 +1%
KWM
1728
Kanen Wealth Management
Florida
$900K +$545K +1,517 +152%
WAG
1729
Winthrop Advisory Group
Massachusetts
$896K -$5.39K -15 -0.6%
TCM
1730
Tributary Capital Management
Nebraska
$893K -$21.6K -60 -2%
LFM
1731
Lumina Fund Management
New York
$893K – – –
AWAP
1732
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$892K +$3.95K +11 +0.4%
MGAM
1733
McGowan Group Asset Management
Texas
$890K -$1.08K -3 -0.1%
OFS
1734
Orrstown Financial Services
Pennsylvania
$885K -$16.9K -47 -2%
LF
1735
Lee Financial
Texas
$883K +$2.16K +6 +0.2%
RA
1736
RFG Advisory
Alabama
$883K +$5.39K +15 +0.6%
CG
1737
Corundum Group
Colorado
$880K +$318K +884 +56%
EAM
1738
Evanson Asset Management
California
$879K +$8.27K +23 +0.9%
HFS
1739
Howard Financial Services
Texas
$879K +$515K +1,433 +140%
VPI
1740
Value Partners Investments
Manitoba, Canada
$877K +$31.6K +88 +4%
PWLP
1741
Prio Wealth Limited Partnership
Massachusetts
$875K -$30.6K -85 -3%
RIM
1742
Regent Investment Management
Kentucky
$874K – – –
CC
1743
Caxton Corporation
New Jersey
$871K -$11.1K -31 -1%
AI
1744
AdvisorShares Investments
Maryland
$869K +$874K +2,431 New
NC
1745
NinePointTwo Capital
California
$868K – – –
LF
1746
LifeSteps Financial
California
$867K -$26.6K -74 -3%
CSIC
1747
Clifford Swan Investment Counsel
California
$867K – – –
LFA
1748
Legacy Financial Advisors
Kentucky
$866K +$56.4K +157 +7%
WOC
1749
West Oak Capital
California
$863K -$31.3K -87 -3%
MGWM
1750
Marks Group Wealth Management
Minnesota
$863K – – –
68 69
70
71 72