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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2076
Sierra Capital
Florida
$1.79M – – –
WKWM
2077
Walter & Keenan Wealth Management
Indiana
$1.79M +$36.9K +115 +2%
APWM
2078
Atlas Private Wealth Management
New York
$1.79M +$100K +312 +6%
EPA
2079
Element Pointe Advisors
Florida
$1.79M +$583K +1,818 +54%
CWS
2080
Cypress Wealth Services
California
$1.78M -$111K -347 -6%
HHAA
2081
Henry H. Armstrong Associates
Pennsylvania
$1.78M -$802K -2,500 -33%
RCG
2082
Rock Creek Group
District of Columbia
$1.78M +$860K +2,682 +110%
GDP
2083
Great Diamond Partners
Maine
$1.78M +$44K +137 +3%
CC
2084
Centiva Capital
New York
$1.78M +$1.64M +5,108 New
MIM
2085
Manitou Investment Management
Ontario, Canada
$1.77M +$128K +400 +9%
CAM
2086
Cypress Asset Management
Texas
$1.76M – – –
MTIM
2087
Marathon Trading Investment Management
Pennsylvania
$1.76M +$1.63M +5,075 New
BWM
2088
BigSur Wealth Management
Florida
$1.75M -$404K -1,260 -20%
ADMI
2089
Albert D. Mason Inc
Massachusetts
$1.75M -$32.1K -100 -2%
CCM
2090
Crew Capital Management
Ohio
$1.75M -$16K -50 -1%
HIP
2091
HUB Investment Partners
Texas
$1.75M +$63.2K +197 +4%
MIM
2092
Moseley Investment Management
Florida
$1.75M +$57.7K +180 +4%
EF
2093
Empowered Funds
Pennsylvania
$1.74M +$1.61M +5,014 New
MCM
2094
Mengis Capital Management
Oregon
$1.74M -$36.9K -115 -2%
NP
2095
NorthRock Partners
Minnesota
$1.74M +$944K +2,942 +143%
SBH
2096
Segall Bryant & Hamill
Illinois
$1.72M -$213K -663 -12%
VWA
2097
Visionary Wealth Advisors
Illinois
$1.72M +$139K +433 +10%
FGAM
2098
Financial Gravity Asset Management
Texas
$1.72M +$1.27M +3,946 New
CIEP
2099
Constellation Investimentos e Participacoes
Brazil
$1.71M +$1.58M +4,910 New
PCH
2100
PGIM Custom Harvest
New Jersey
$1.71M +$16K +50 +1%
82 83
84
85 86