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Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
1801
Joel Isaacson & Co
New York
$4.02M +$73.7K +680 +2%
FLI
1802
Family Legacy Inc
South Carolina
$4.01M -$599K -5,528 -14%
MWM
1803
Modera Wealth Management
New Jersey
$4M +$10.6K +98 +0.3%
MMA
1804
Miracle Mile Advisors
California
$4M +$35.2K +325 +0.9%
SCM
1805
SOL Capital Management
Maryland
$3.99M -$35.2K -325 -0.9%
MIM
1806
Miller Investment Management
Pennsylvania
$3.98M -$293K -2,700 -7%
JFA
1807
Johanson Financial Advisors
California
$3.98M +$71.4K +659 +2%
AAS
1808
Annex Advisory Services
Wisconsin
$3.98M +$74.6K +688 +2%
HWA
1809
Heritage Way Advisors
Illinois
$3.97M -$111K -1,025 -3%
ANB
1810
Amarillo National Bank
Texas
$3.96M – – –
SGA
1811
Strategic Global Advisors
California
$3.94M +$274K +2,531 +8%
DJSG
1812
D.J. St. Germain
Massachusetts
$3.93M +$324K +2,992 +10%
CA
1813
Corrado Advisors
New Jersey
$3.93M -$38.4K -354 -1%
SAM
1814
SignalPoint Asset Management
Missouri
$3.91M +$411K +3,789 +12%
AIM
1815
Acropolis Investment Management
Missouri
$3.91M +$1.08K +10 +0%
SC
1816
Searle & Co
Connecticut
$3.91M – – –
SC
1817
Slow Capital
California
$3.89M +$86.3K +796 +2%
FCCM
1818
First City Capital Management
Georgia
$3.89M -$42.6K -393 -1%
RPC
1819
Rossmore Private Capital
Connecticut
$3.89M +$1.16M +10,677 +46%
WA
1820
Waverly Advisors
Alabama
$3.88M +$207K +1,908 +6%
ADL
1821
Asset Dedication LLC
California
$3.88M -$363K -3,350 -9%
OCM
1822
Orleans Capital Management
Louisiana
$3.88M +$211K +1,950 +6%
TCM
1823
Telos Capital Management
California
$3.87M -$675K -6,227 -16%
QSS
1824
Quantitative Systematic Strategies
Florida
$3.86M +$27.2K +251 +0.7%
CAMG
1825
CWA Asset Management Group
Florida
$3.86M -$150K -1,388 -4%
71 72
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