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Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
1051
Independent Solutions Wealth Management
New York
$3.77M +$1.85M +19,450 +93%
C
1052
Certuity
Florida
$3.77M +$728K +7,660 +23%
RWM
1053
Rockline Wealth Management
New York
$3.76M +$184K +1,930 +5%
NFG
1054
Nations Financial Group
Iowa
$3.75M +$2.27M +23,900 +147%
GCM
1055
Greenland Capital Management
New York
$3.75M +$3.27M +34,420 +600%
PGFC
1056
Peapack-Gladstone Financial Corp
New Jersey
$3.75M -$234K -2,460 -6%
CCP
1057
Cunning Capital Partners
North Carolina
$3.73M -$21.9K -230 -0.6%
YDMI
1058
Y.D. More Investments
Israel
$3.71M -$125K -1,310 -3%
WT
1059
Whittier Trust
California
$3.69M -$82.7K -870 -2%
LIP
1060
Lighthouse Investment Partners
Florida
$3.68M +$3.75M +39,470 New
LCM
1061
Lattice Capital Management
Washington
$3.68M – – –
CCB
1062
Country Club Bank
Missouri
$3.66M -$16.2K -170 -0.4%
CIA
1063
Capital Investment Advisors
Georgia
$3.64M +$1.62M +17,050 +78%
DCM
1064
Donaldson Capital Management
Indiana
$3.63M +$48.5K +510 +1%
LCM
1065
Leisure Capital Management
California
$3.63M -$22.8K -240 -0.6%
LCM
1066
Lazari Capital Management
California
$3.61M -$15.2K -160 -0.4%
GAG
1067
GM Advisory Group
New York
$3.61M +$25.7K +270 +0.7%
IRAG
1068
Investment Research & Advisory Group
Georgia
$3.6M +$275K +2,890 +8%
NB
1069
NBT Bank
New York
$3.59M +$552K +5,800 +18%
PWP
1070
Principle Wealth Partners
Connecticut
$3.58M +$5.71K +60 +0.2%
FA
1071
Fiduciary Alliance
South Carolina
$3.57M +$3.27M +34,380 +879%
AWCI
1072
Alpine Woods Capital Investors
New York
$3.56M -$1.12M -11,810 -24%
NNPTE
1073
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$3.56M +$3.63M +38,180 New
CTC
1074
Central Trust Company
Missouri
$3.55M +$769K +8,090 +27%
CCA
1075
Checchi Capital Advisers
California
$3.54M +$60.9K +640 +2%
41 42
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