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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1826
Caption Management
Oklahoma
$148K -$3.1M -28,293 -95%
SCM
1827
Silvant Capital Management
Georgia
$148K – – –
BAM
1828
Byrne Asset Management
New Jersey
$145K +$46.3K +422 +37%
GWS
1829
Glassman Wealth Services
Virginia
$141K -$14K -128 -8%
APW
1830
Acima Private Wealth
Virginia
$141K – – –
MRCM
1831
M&R Capital Management
New Jersey
$140K – – –
CP
1832
Castleview Partners
Texas
$138K -$67.7M -617,555 -100%
SC
1833
Sierra Capital
Florida
$133K -$54.5K -497 -26%
RF
1834
Robbins Farley
New Hampshire
$133K +$158K +1,436 New
VWM
1835
Valley Wealth Managers
New Jersey
$132K +$113K +1,026 +252%
EWA
1836
EverSource Wealth Advisors
Alabama
$129K +$17.3K +158 +13%
EDRH
1837
Edmond de Rothschild Holding
Switzerland
$127K -$130K -1,184 -46%
CFD
1838
Creative Financial Designs
Indiana
$126K -$3.84K -35 -3%
MWM
1839
Mascoma Wealth Management
New Hampshire
$125K – – –
BCP
1840
Blue Chip Partners
Michigan
$123K +$4.28K +39 +3%
HFM
1841
Harvest Fund Management
China
$123K +$104K +951 +251%
AFS
1842
Annapolis Financial Services
Maryland
$121K -$32.8K -299 -19%
MTIC
1843
Missouri Trust & Investment Company
Missouri
$119K +$13.2K +120 +10%
EAM
1844
Eukles Asset Management
Ohio
$119K +$16.6K +151 +13%
CAL
1845
Capital Analysts LLC
Pennsylvania
$117K +$2.08K +19 +2%
HCM
1846
Highlander Capital Management
New Jersey
$111K – – –
SIC
1847
SJS Investment Consulting
Ohio
$110K +$130K +1,185 New
CA
1848
Centerpoint Advisors
Massachusetts
$109K -$48.4K -441 -27%
AWM
1849
Accel Wealth Management
Iowa
$109K -$10.8K -98 -8%
LOIM
1850
Liberty One Investment Management
Illinois
$108K -$14.6M -133,306 -99%
72 73
74
75 76