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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1676
Spinnaker Investment Group
California
$27M -$4.64M -9,263 -14%
C
1677
Certuity
Florida
$26.9M +$882K +1,761 +3%
HPIA
1678
Hamilton Point Investment Advisors
North Carolina
$26.9M +$1.25M +2,491 +5%
RCM
1679
Ratan Capital Management
Florida
$26.9M +$26.7M +53,250 +1,160%
SWM
1680
SeaCrest Wealth Management
New York
$26.9M -$999K -1,994 -3%
AGM
1681
Aragon Global Management
Florida
$26.9M – – –
SC
1682
Shay Capital
New York
$26.9M +$21.2M +42,290 +319%
AIM
1683
Arcadia Investment Management
Michigan
$26.9M -$1.05M -2,104 -4%
GWM
1684
Greenwich Wealth Management
Connecticut
$26.8M +$369K +737 +1%
M
1685
MOTCO
Texas
$26.7M -$843K -1,682 -3%
XF
1686
XML Financial
Maryland
$26.7M -$2.65M -5,280 -9%
SAM
1687
Strategy Asset Managers
California
$26.6M +$2.06M +4,110 +8%
SWM
1688
Stockman Wealth Management
Montana
$26.6M +$1.74M +3,482 +7%
MWA
1689
Meridian Wealth Advisors
Texas
$26.6M -$1.26M -2,522 -4%
HWM
1690
Heirloom Wealth Management
Colorado
$26.6M +$447K +892 +2%
SACTSONJ
1691
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$26.6M – – –
ACM
1692
Alight Capital Management
New York
$26.6M +$2.51M +5,000 +10%
SIC
1693
SFE Investment Counsel
California
$26.6M +$447K +892 +2%
DIM
1694
Delta Investment Management
California
$26.6M +$74.7K +149 +0.3%
PRRFG
1695
Paul R. Ried Financial Group
Washington
$26.5M -$766K -1,529 -3%
GLR
1696
Great Lakes Retirement
Ohio
$26.5M +$434K +866 +2%
MG
1697
Montaka Global
$26.4M +$27.4M +54,651 New
RIA
1698
Regal Investment Advisors
Michigan
$26.4M +$829K +1,654 +3%
NAS
1699
Nicolet Advisory Services
Wisconsin
$26.3M +$2.23M +4,447 +9%
QFA
1700
Quattro Financial Advisors
Texas
$26.3M -$996K -1,987 -4%
66 67
68
69 70