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Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
2301
O'Shaughnessy Asset Management
Connecticut
$3.51M +$1.51M +9,161 +70%
NWS
2302
Newport Wealth Strategies
California
$3.5M -$123K -750 -4%
AB
2303
Atlas Brown
Kentucky
$3.48M -$8.55K -52 -0.2%
SWA
2304
Sutton Wealth Advisors
Florida
$3.48M +$68.2K +415 +2%
NIP
2305
Nicholas Investment Partners
California
$3.48M -$2.05M -12,445 -36%
BAM
2306
Beaumont Asset Management
Texas
$3.48M -$180K -1,093 -5%
SAMC
2307
Spectrum Asset Management (California)
California
$3.47M -$716K -4,354 -17%
WAOTB
2308
Wealth Advisors of Tampa Bay
Florida
$3.46M +$4.11K +25 +0.1%
KP
2309
Keel Point
Alabama
$3.46M +$30.8K +187 +0.9%
MCM
2310
Marathon Capital Management
Maryland
$3.46M -$320K -1,948 -8%
PP
2311
Pacifica Partners
Canada
$3.46M +$370K +2,251 +12%
SNBOSCI
2312
Security National Bank of Sioux City Iowa
Iowa
$3.45M -$116K -707 -3%
RDWM
2313
Red Door Wealth Management
Tennessee
$3.45M +$330K +2,009 +10%
ODCM
2314
Old Dominion Capital Management
Virginia
$3.44M -$13.3K -81 -0.4%
KF
2315
Krilogy Financial
Missouri
$3.43M -$1.93M -11,723 -35%
KCPG
2316
Kavar Capital Partners Group
Kansas
$3.43M +$136K +827 +4%
CH
2317
Canton Hathaway
Rhode Island
$3.43M -$128K -777 -3%
BWP
2318
Bernardo Wealth Planning
Pennsylvania
$3.43M +$248K +1,509 +7%
DI
2319
DFPG Investments
Utah
$3.42M +$122K +742 +4%
LF
2320
Lee Financial
Texas
$3.41M +$197K +1,200 +6%
PCM
2321
Palouse Capital Management
Washington
$3.41M -$2.48M -15,085 -41%
EML
2322
Eos Management LP
New York
$3.41M – – –
MCP
2323
Mirador Capital Partners
California
$3.4M +$658K +4,004 +27%
VAG
2324
VisionPoint Advisory Group
Texas
$3.4M -$278K -1,689 -7%
SC
2325
Slow Capital
California
$3.4M -$3.28M -19,921 -48%
91 92
93
94 95