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Name Holding Trade Value Shares
Change 		Change in
Stake
T
1951
TOBAM
France
$1.75M +$73.8K +274 +5%
VAG
1952
VisionPoint Advisory Group
Texas
$1.75M -$456K -1,692 -22%
RAM
1953
RJA Asset Management
Connecticut
$1.73M -$269M -1,000,000 -94%
CBFP
1954
Cedar Brook Financial Partners
Ohio
$1.73M -$191K -711 -11%
MFGM
1955
Marshall Financial Group (Maryland)
Maryland
$1.73M -$26.4K -98 -2%
DI
1956
DAGCO Inc
Ohio
$1.73M +$75.4K +280 +5%
CIS
1957
Connors Investor Services
Pennsylvania
$1.72M +$1.04M +3,849 +192%
FFS
1958
Founders Financial Securities
Maryland
$1.72M +$400K +1,485 +34%
IAP
1959
Indie Asset Partners
Indiana
$1.71M -$59.8K -222 -4%
GHAM
1960
Gilman Hill Asset Management
Connecticut
$1.71M +$84.8K +315 +6%
ATC
1961
Adirondack Trust Company
New York
$1.71M +$158K +585 +11%
CA
1962
Cambridge Advisors
Nebraska
$1.71M – – –
SMH
1963
Sanders Morris Harris
Texas
$1.7M -$14.5K -54 -1%
FA
1964
FMA Advisory
Pennsylvania
$1.7M -$2.69K -10 -0.2%
TSWM
1965
Triangle Securities Wealth Management
North Carolina
$1.7M +$325K +1,206 +26%
ECA
1966
Elevated Capital Advisors
Utah
$1.7M +$222K +824 +17%
CBN
1967
Cadence Bank NA
Texas
$1.7M +$490K +1,821 +46%
EGM
1968
Engineers Gate Manager
New York
$1.69M -$14M -52,173 -90%
MWA
1969
Meridian Wealth Advisors
Texas
$1.69M -$595K -2,210 -28%
GFS
1970
GYL Financial Synergies
Connecticut
$1.68M -$148K -550 -9%
AW
1971
Alaethes Wealth
Nevada
$1.68M +$1.54M +5,717 New
ACWM
1972
Adams Chetwood Wealth Management
North Carolina
$1.68M – – –
JWCA
1973
J.W. Coons Advisors
Ohio
$1.67M -$40.4K -150 -3%
WP
1974
WealthSource Partners
California
$1.67M +$215K +797 +16%
CM
1975
Crestline Management
Texas
$1.66M -$34M -126,100 -96%
77 78
79
80 81