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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
2401
Okabena Investment Services
Minnesota
$2.7M +$2.52M +17,127 New
SCM
2402
Southport Capital Management
Tennessee
$2.7M -$45.8K -312 -2%
AWM
2403
Adams Wealth Management
Utah
$2.69M +$2.51M +17,054 New
CAC
2404
Core Alternative Capital
Georgia
$2.69M +$2.5M +17,040 New
SIM
2405
SSI Investment Management
California
$2.69M -$21.9K -149 -0.9%
GFS
2406
GYL Financial Synergies
Connecticut
$2.68M -$250K -1,699 -9%
GTAM
2407
Global Trust Asset Management
Florida
$2.68M +$160K +1,086 +7%
EHWM
2408
Eads & Heald Wealth Management
Georgia
$2.67M -$123K -839 -5%
AA
2409
Alesco Advisors
New York
$2.67M +$737K +5,018 +42%
GAM
2410
Greenwoods Asset Management
Cayman Islands
$2.67M – – –
BCA
2411
Berman Capital Advisors
Georgia
$2.67M +$67.4K +459 +3%
AWM
2412
Aberdeen Wealth Management
Illinois
$2.66M +$2.48M +16,881 New
PFGIA
2413
Patriot Financial Group Insurance Agency
Massachusetts
$2.66M +$107K +725 +4%
PIMG
2414
Patriot Investment Management Group
Tennessee
$2.66M +$159K +1,084 +7%
TWP
2415
Tempus Wealth Planning
California
$2.65M +$2.47M +16,826 New
KA
2416
Klingman & Associates
New York
$2.65M +$71.4K +486 +3%
CA
2417
Cornerstone Advisory
Maryland
$2.65M +$413K +2,814 +20%
SW
2418
SkyOak Wealth
Michigan
$2.65M +$2.47M +16,792 New
TAM
2419
Todd Asset Management
Kentucky
$2.65M -$228K -1,550 -8%
TC
2420
Trust Company
Kansas
$2.64M +$129K +877 +6%
MS
2421
Marshall & Sullivan
Washington
$2.64M -$30.9K -210 -1%
FNBOSM
2422
First National Bank of South Miami
Florida
$2.64M -$119K -807 -5%
AI
2423
Accredited Investors
Minnesota
$2.64M +$47.6K +324 +2%
CRWM
2424
Castle Rock Wealth Management
California
$2.63M +$157K +1,070 +8%
WAAG
2425
Wealth Alliance Advisory Group
Kansas
$2.63M +$50.7K +345 +2%
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97
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