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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1901
IMS Capital Management
Oregon
$961K – – –
MGWM
1902
Marks Group Wealth Management
Minnesota
$961K +$27.3K +68 +3%
FWTB
1903
First Western Trust Bank
Colorado
$959K -$26.9K -67 -3%
HWM
1904
Hemington Wealth Management
Virginia
$957K +$103K +256 +13%
FW
1905
FirstPurpose Wealth
Utah
$952K +$23.7K +59 +3%
PFG
1906
PAX Financial Group
Texas
$951K -$27.7K -69 -3%
NCFG
1907
New Century Financial Group
New Jersey
$945K +$890K +2,216 New
PIA
1908
Perennial Investment Advisors
California
$942K +$7.23K +18 +0.8%
PWM
1909
Penobscot Wealth Management
Maine
$941K -$11.7K -29 -1%
KLCM
1910
KG&L Capital Management
Louisiana
$941K +$229K +569 +35%
AA
1911
Alta Advisers
United Kingdom
$938K – – –
SMA
1912
Seven Mile Advisory
New Jersey
$936K +$35.8K +89 +4%
OL
1913
OneFund LLC
Florida
$934K +$880K +2,190 New
GVAG
1914
Great Valley Advisor Group
Delaware
$933K +$2.81K +7 +0.3%
CCMT
1915
CMT Capital Markets Trading
Germany
$933K -$4.89M -12,181 -85%
UFF
1916
USA Financial Formulas
Michigan
$932K +$721K +1,795 +460%
LIM
1917
Lagoda Investment Management
New York
$931K – – –
CFA
1918
CWS Financial Advisors
Michigan
$929K -$133K -330 -13%
SFP
1919
Sandbox Financial Partners
Maryland
$929K -$6.03K -15 -0.7%
NGA
1920
Naples Global Advisors
Florida
$928K -$4.02K -10 -0.5%
RWPA
1921
Richard W. Paul & Associates
Michigan
$927K -$23.7K -59 -3%
CRI
1922
Colonial River Investments
Virginia
$926K +$618K +1,538 +243%
TCB
1923
Texas Capital Bancshares
Texas
$925K – – –
DEM
1924
Disciplined Equity Management
Florida
$924K +$18.9K +47 +2%
TCM
1925
Tributary Capital Management
Nebraska
$923K -$20.1K -50 -2%
75 76
77
78 79