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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1751
NinePointTwo Capital
California
$2.03M – – –
WFC
1752
Western Financial Corp
California
$2.02M +$2.03M +6,744 New
LJAC
1753
L.J. Altfest & Co
New York
$2.02M +$111K +367 +6%
BAM
1754
Byrne Asset Management
New Jersey
$2.02M -$63.9K -212 -3%
IIM
1755
Intact Investment Management
Quebec, Canada
$2.01M -$241K -800 -11%
KP
1756
Keel Point
Alabama
$2.01M +$120K +399 +6%
CWA
1757
Consilium Wealth Advisory
Texas
$2.01M +$52.4K +174 +3%
NS
1758
NBC Securities
Alabama
$2M +$2M +6,648 New
BG
1759
Bahl & Gaynor
Ohio
$1.99M -$121K -402 -6%
ACM
1760
Advisors Capital Management
New Jersey
$1.99M +$53.6K +178 +3%
PA
1761
PFG Advisors
Arizona
$1.99M -$543K -1,802 -21%
EWM
1762
Evercore Wealth Management
New York
$1.98M +$205K +679 +11%
VCM
1763
Venator Capital Management
Ontario, Canada
$1.98M -$1.93M -6,400 -49%
RLWM
1764
RF&L Wealth Management
Massachusetts
$1.98M – – –
OC
1765
Optimas Capital
Hong Kong
$1.98M +$1.99M +6,600 New
PCIG
1766
Partners Capital Investment Group
Massachusetts
$1.98M +$403K +1,338 +25%
SFA
1767
Souders Financial Advisors
Ohio
$1.97M -$57.5K -191 -3%
PFM
1768
Patton Fund Management
Texas
$1.97M +$1.77M +5,878 +841%
FTWA
1769
Fifth Third Wealth Advisors
Ohio
$1.97M +$1.16M +3,836 +140%
AWA
1770
Alta Wealth Advisors
Massachusetts
$1.97M -$60.9K -202 -3%
SAF
1771
Smith Anglin Financial
Texas
$1.97M +$35K +116 +2%
VNA
1772
Valley National Advisers
Pennsylvania
$1.96M +$133K +441 +7%
IA
1773
Icon Advisers
Colorado
$1.95M – – –
CCA
1774
Catalyst Capital Advisors
New York
$1.95M -$47.6K -158 -2%
FFG
1775
Fortem Financial Group
California
$1.95M +$166K +552 +9%
69 70
71
72 73