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Name Holding Trade Value Shares
Change 		Change in
Stake
IWMPD
1126
Integrated Wealth Management (Palm Desert)
California
$1.54M -$118K -961 -7%
WA
1127
Winfield Associates
Ohio
$1.54M +$94K +765 +6%
SMG
1128
Spectrum Management Group
Indiana
$1.52M -$118K -964 -7%
SCA
1129
Salient Capital Advisors
Texas
$1.51M -$19.9K -162 -1%
FIM
1130
Freedom Investment Management
Connecticut
$1.51M +$101K +819 +7%
SFM
1131
Sphera Funds Management
Israel
$1.5M +$1.6M +13,062 New
RFCA
1132
R&F Capital Advisors
New York
$1.5M +$1.6M +13,050 New
PCMM
1133
Private Capital Management (Minnesota)
Minnesota
$1.5M +$519K +4,225 +48%
AT
1134
Arden Trust
Delaware
$1.5M -$37.1K -302 -2%
CIP
1135
Capital Insight Partners
Arizona
$1.49M -$114K -928 -7%
ITIM
1136
Indiana Trust & Investment Management
Indiana
$1.49M +$43K +350 +3%
FG
1137
Formula Growth
Quebec, Canada
$1.48M – – –
HW
1138
Hedeker Wealth
Illinois
$1.48M +$1.32M +10,751 +508%
HPWM
1139
Highland Private Wealth Management
Washington
$1.47M +$2.21K +18 +0.1%
AL
1140
Aspiriant LLC
California
$1.47M +$1.57M +12,760 New
MC
1141
Mathes Company
New York
$1.46M -$18.4K -150 -1%
MBT
1142
Montecito Bank & Trust
California
$1.45M +$13.5K +110 +0.9%
WAM
1143
Wealthspire Advisors (Maryland)
Maryland
$1.45M +$7.25K +59 +0.5%
RC
1144
Roundview Capital
New Jersey
$1.44M +$658K +5,360 +75%
PAM
1145
Princeton Alpha Management
New Jersey
$1.44M +$340K +2,771 +28%
PA
1146
Perennial Advisors
New York
$1.44M +$1.54M +12,535 New
TPWA
1147
TRUE Private Wealth Advisors
Oregon
$1.44M +$87.3K +711 +7%
TCM
1148
Tributary Capital Management
Nebraska
$1.43M -$295K -2,400 -16%
RCA
1149
Rowland Carmichael Advisors
Arizona
$1.42M -$22.7K -185 -1%
CWM
1150
Confluence Wealth Management
Oregon
$1.42M -$155K -1,263 -9%
44 45
46
47 48