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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
2276
Glassman Wealth Services
Virginia
$796K +$76K +304 +9%
PJSIMP
2277
P.J. Schmidt Investment Management (PJS)
Wisconsin
$795K -$246K -985 -20%
FNBOSM
2278
First National Bank of South Miami
Florida
$794K +$131K +523 +17%
RSVP
2279
Ramsay Stattman Vela & Price
Colorado
$789K +$887K +3,550 New
BBP
2280
Banco BTG Pactual
Brazil
$788K +$886K +3,545 New
NFSG
2281
Newbridge Financial Services Group
Florida
$787K +$236K +943 +36%
LWP
2282
Lumature Wealth Partners
Georgia
$785K +$205K +820 +30%
PCM
2283
Pointe Capital Management
Michigan
$781K +$8.25K +33 +0.9%
DCM
2284
Dimension Capital Management
Florida
$779K +$62.7K +251 +8%
CCM
2285
Community Capital Management
Florida
$778K -$1.75M -7,000 Closed
CFAM
2286
Coury Firm Asset Management
Pennsylvania
$778K -$55.7K -223 -6%
CI
2287
CPR Investments
Michigan
$778K +$280K +1,122 +47%
WCM
2288
Washburn Capital Management
Florida
$777K +$873K +3,495 New
LFA
2289
Laraway Financial Advisors
Minnesota
$776K +$25K +100 +3%
SB
2290
Sunflower Bank
Texas
$776K +$178K +713 +26%
CAC
2291
Core Alternative Capital
Georgia
$776K +$243K +972 +39%
CAM
2292
Congress Asset Management
Massachusetts
$775K -$80.5M -321,904 -99%
JCM
2293
Jag Capital Management
Missouri
$771K -$14.5M -57,978 -96%
BFA
2294
Beacon Financial Advisory
Ohio
$769K -$11.7K -47 -1%
PSC
2295
Prentiss Smith & Co
Vermont
$769K – – –
IIM
2296
InTrack Investment Management
Vermont
$768K +$863K +3,453 New
LB
2297
Leo Brokerage
Texas
$768K +$863K +3,455 New
BW
2298
Bison Wealth
Georgia
$765K -$52K -208 -6%
RI
2299
Ridgewood Investments
New Jersey
$760K +$455K +1,819 +114%
IRC
2300
Investors Research Corp
Georgia
$760K +$636K +2,544 +292%
90 91
92
93 94