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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
901
Abbrea Capital
California
$1.4M +$41.4K +780 +3%
FSA
902
Financial Sense Advisors
California
$1.4M +$644K +12,150 +83%
CCM
903
Cribstone Capital Management
Maine
$1.4M +$67.9K +1,280 +5%
CPIG
904
Chicago Partners Investment Group
Illinois
$1.39M +$310K +5,850 +27%
CA
905
Continuum Advisory
Idaho
$1.38M +$30.2K +570 +2%
HI
906
Horizon Investments
North Carolina
$1.38M +$1.41M +26,520 New
SOAMC
907
Spirit of America Management Corp
New York
$1.38M -$26.5K -500 -2%
UMC
908
United Maritime Capital
New York
$1.37M +$62.1K +1,170 +5%
QCG
909
Quadrant Capital Group
Ohio
$1.37M +$120K +2,260 +9%
WWM
910
WT Wealth Management
Arizona
$1.36M +$133K +2,510 +11%
IWM
911
IHT Wealth Management
Illinois
$1.36M -$376K -7,080 -21%
BPM
912
Bowling Portfolio Management
Ohio
$1.36M +$412K +7,760 +42%
LSAG
913
Lake Street Advisors Group
New Hampshire
$1.36M +$24.4K +460 +2%
BSAM
914
Blue Square Asset Management
New York
$1.35M +$64.7K +1,220 +5%
AC
915
Avestar Capital
New York
$1.35M +$613K +11,560 +77%
MPWT
916
MassMutual Private Wealth & Trust
Connecticut
$1.35M +$299K +5,630 +28%
PP
917
Patten & Patten
Tennessee
$1.34M +$127K +2,400 +10%
NFG
918
Nations Financial Group
Iowa
$1.34M +$316K +5,950 +30%
EWA
919
EP Wealth Advisors
California
$1.34M +$275K +5,180 +25%
LSPW
920
Lake Street Private Wealth
Illinois
$1.33M -$66.8K -1,260 -5%
FPA
921
First Pacific Advisors
California
$1.32M – – –
MLIC
922
Mandatum Life Insurance Company
Finland
$1.32M -$15.9K -300 -1%
MRCM
923
M&R Capital Management
New Jersey
$1.32M +$122K +2,300 +10%
FAM
924
Formidable Asset Management
Ohio
$1.3M +$17K +320 +1%
MFS
925
Monetta Financial Services
Illinois
$1.3M – – –
35 36
37
38 39