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Name Holding Trade Value Shares
Change 		Change in
Stake
HI
2851
Human Investing
Oregon
$1.89M +$90.8K +500 +6%
FAM
2852
Fulcrum Asset Management
United Kingdom
$1.89M +$1.61M +8,867 New
BWM
2853
BigSur Wealth Management
Florida
$1.88M -$456K -2,514 -21%
CL
2854
CIM LLC
New York
$1.88M +$21.6K +119 +1%
OAM
2855
Optimal Asset Management
California
$1.87M -$3.56M -19,600 -68%
IFG
2856
Investors Financial Group
Minnesota
$1.87M +$197K +1,087 +13%
CBA
2857
Coastal Bridge Advisors
Connecticut
$1.87M +$139K +764 +9%
GWI
2858
Grace & White Inc
New York
$1.86M – – –
SDWIA
2859
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.86M -$902K -4,970 -36%
SIC
2860
Samalin Investment Counsel
New York
$1.85M +$95.7K +527 +6%
KM
2861
Kalos Management
Georgia
$1.84M +$289K +1,591 +21%
BG
2862
Berry Group
Massachusetts
$1.83M +$22K +121 +1%
TCM
2863
Tuttle Capital Management
Connecticut
$1.83M +$17.2K +95 +1%
LFA
2864
Landmark Financial Advisors
Kentucky
$1.82M -$124K -685 -7%
DRS
2865
Deane Retirement Strategies
Louisiana
$1.82M +$1.81K +10 +0.1%
TWM
2866
Titus Wealth Management
California
$1.82M +$147K +808 +10%
MFW
2867
Mosaic Family Wealth
Missouri
$1.82M -$42.1K -232 -3%
SCP
2868
Sandhill Capital Partners
New York
$1.81M -$16.5K -91 -1%
TFGT
2869
TS Financial Group (TSFG)
Illinois
$1.81M +$68.8K +379 +4%
PFA
2870
Pathway Financial Advisors
Vermont
$1.8M -$5.63K -31 -0.3%
IWA
2871
Intercontinental Wealth Advisors
Texas
$1.8M +$251K +1,382 +18%
PFA
2872
Pinnacle Family Advisors
Missouri
$1.8M -$120K -660 -7%
MPW
2873
Monterey Private Wealth
California
$1.8M -$141K -778 -8%
GIM
2874
Guild Investment Management
California
$1.79M +$113K +620 +8%
NFG
2875
Norris Financial Group
South Carolina
$1.79M -$841K -4,632 -35%
113 114
115
116 117