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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2551
Lantz Financial
Illinois
$703K +$104K +323 +19%
TC
2552
Truvestments Capital
Florida
$701K -$270K -842 -29%
VDI
2553
Vaughan David Investments
Illinois
$700K -$9.62K -30 -1%
NC
2554
NovaPoint Capital
Georgia
$699K – – –
SPIO
2555
Seven Post Investment Office
California
$697K – – –
SCA
2556
Sassicaia Capital Advisers
New York
$695K -$5.87M -18,300 -90%
ACM
2557
Aljian Capital Management
Nevada
$695K – – –
NA
2558
Navellier & Associates
Nevada
$695K – – –
FIM
2559
FWL Investment Management
Texas
$694K -$342K -1,066 -35%
DIA
2560
Dean Investment Associates
Ohio
$692K -$3.85K -12 -0.6%
CFD
2561
Creative Financial Designs
Indiana
$691K +$43.3K +135 +7%
CWM
2562
Cadence Wealth Management
Massachusetts
$689K – – –
AG
2563
Appleton Group
Wisconsin
$688K +$21.8K +68 +4%
PMFA
2564
Plante Moran Financial Advisors
Michigan
$687K +$35.6K +111 +6%
WA
2565
Waverly Advisors
Alabama
$684K +$91.4K +285 +18%
EWA
2566
ERTS Wealth Advisors
Michigan
$679K -$19.6K -61 -3%
FMT
2567
First Mercantile Trust
Tennessee
$678K -$350K -1,090 -36%
NWS
2568
Newport Wealth Strategies
California
$678K – – –
JBA
2569
Johnson Bixby & Associates
Washington
$675K +$177K +553 +41%
PWC
2570
PYA Waltman Capital
Tennessee
$672K +$54.5K +170 +10%
QCM
2571
Quest Capital Management
Texas
$672K +$70.6K +220 +13%
TFCP
2572
Twin Focus Capital Partners
Massachusetts
$671K +$77.3K +241 +14%
CPSAC
2573
Chas P. Smith & Associates (CPS)
Florida
$670K +$32.1K +100 +5%
FL
2574
Fort LP
Maryland
$669K -$415K -1,293 -40%
FVCM
2575
F&V Capital Management
Florida
$668K -$16K -50 -3%
101 102
103
104 105