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Name Holding Trade Value Shares
Change 		Change in
Stake
BONST
2551
Bank of Nova Scotia Trust
Ontario, Canada
$703K +$321 +1 +0%
LF
2552
Lantz Financial
Illinois
$703K +$104K +323 +19%
TC
2553
Truvestments Capital
Florida
$701K -$270K -842 -29%
VDI
2554
Vaughan David Investments
Illinois
$700K -$9.62K -30 -1%
NC
2555
NovaPoint Capital
Georgia
$699K – – –
SPIO
2556
Seven Post Investment Office
California
$697K – – –
SCA
2557
Sassicaia Capital Advisers
New York
$695K -$5.87M -18,300 -90%
ACM
2558
Aljian Capital Management
Nevada
$695K – – –
NA
2559
Navellier & Associates
Nevada
$695K – – –
FIM
2560
FWL Investment Management
Texas
$694K -$342K -1,066 -35%
DIA
2561
Dean Investment Associates
Ohio
$692K -$3.85K -12 -0.6%
CFD
2562
Creative Financial Designs
Indiana
$691K +$43.3K +135 +7%
CWM
2563
Cadence Wealth Management
Massachusetts
$689K – – –
AG
2564
Appleton Group
Wisconsin
$688K +$21.8K +68 +4%
PMFA
2565
Plante Moran Financial Advisors
Michigan
$687K +$35.6K +111 +6%
WA
2566
Waverly Advisors
Alabama
$684K +$91.4K +285 +18%
EWA
2567
ERTS Wealth Advisors
Michigan
$679K -$19.6K -61 -3%
FMT
2568
First Mercantile Trust
Tennessee
$678K -$350K -1,090 -36%
NWS
2569
Newport Wealth Strategies
California
$678K – – –
JBA
2570
Johnson Bixby & Associates
Washington
$675K +$177K +553 +41%
PWC
2571
PYA Waltman Capital
Tennessee
$672K +$54.5K +170 +10%
QCM
2572
Quest Capital Management
Texas
$672K +$70.6K +220 +13%
TFCP
2573
Twin Focus Capital Partners
Massachusetts
$671K +$77.3K +241 +14%
CPSAC
2574
Chas P. Smith & Associates (CPS)
Florida
$670K +$32.1K +100 +5%
FL
2575
Fort LP
Maryland
$669K -$415K -1,293 -40%
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103
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