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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1001
Codex Capital
New York
$4.36M +$956K +5,900 +22%
CS
1002
Comerica Securities
Michigan
$4.36M +$974K +6,010 +23%
SIA
1003
Schechter Investment Advisors
Michigan
$4.34M -$231K -1,425 -4%
FG
1004
Fiduciary Group
Georgia
$4.33M -$1.56M -9,616 -20%
RWM
1005
Ritholtz Wealth Management
New York
$4.29M +$3.18M +19,622 +164%
OLA
1006
Oliver Luxxe Assets
New Jersey
$4.26M +$207K +1,278 +4%
AWM
1007
Axxcess Wealth Management
California
$4.25M +$757K +4,673 +18%
TF
1008
Trek Financial
Arizona
$4.25M +$1.94M +11,971 +62%
CAM
1009
Cozad Asset Management
Illinois
$4.24M -$1.71M -10,575 -25%
PHAM
1010
Portland Hill Asset Management
United Kingdom
$4.24M -$819K -5,050 -10%
AC
1011
Annandale Capital
Texas
$4.24M -$351K -2,166 -6%
RC
1012
RDST Capital
Washington
$4.22M – – –
JIP
1013
Jaffetilchin Investment Partners
Florida
$4.22M -$43.8K -270 -0.9%
AC
1014
Avestar Capital
New York
$4.22M -$362K -2,236 -7%
LNC
1015
Lincoln National Corp
Pennsylvania
$4.21M -$57.9K -357 -1%
HSA
1016
Hussman Strategic Advisors
Maryland
$4.21M – – –
BCM
1017
Blume Capital Management
California
$4.18M +$2.9M +17,882 +138%
P
1018
Pariax
California
$4.17M +$830K +5,123 +20%
WIS
1019
Wright Investors Service
Connecticut
$4.15M +$1.07M +6,622 +28%
NLG
1020
New Legacy Group
New York
$4.14M – – –
AC
1021
Asio Capital
Kentucky
$4.14M -$432K -2,668 -8%
IP
1022
Interval Partners
New York
$4.14M +$4.13M +25,500 +510%
CL
1023
CIM LLC
New York
$4.13M -$99K -611 -1%
FFM
1024
Forager Funds Management
Australia
$4.11M – – –
PWM
1025
Perigon Wealth Management
California
$4.11M -$297K -1,835 -6%
39 40
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