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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
1676
Heritage Wealth Management (Arizona)
Arizona
$170K +$172K +3,250 New
RCG
1677
Rock Creek Group
District of Columbia
$166K -$273K -5,150 -62%
NIMI
1678
Natixis Investment Managers International
France
$165K -$6.9K -130 -4%
GAM
1679
Gemmer Asset Management
California
$164K -$12.7K -240 -7%
DRS
1680
Deane Retirement Strategies
Louisiana
$164K – – –
WWM
1681
Wolff Wiese Magana
California
$164K – – –
SIMG
1682
Stephens Investment Management Group
Texas
$162K – – –
DSC
1683
Duncker Streett & Co
Missouri
$162K +$109K +2,050 +195%
CFO
1684
CVA Family Office
Colorado
$162K +$164K +3,100 New
AL
1685
ADE LLC
Maryland
$160K -$53K -1,000 -25%
RCA
1686
Ranch Capital Advisors
Florida
$159K – – –
SIC
1687
Salem Investment Counselors
North Carolina
$156K -$53K -1,000 -25%
HWM
1688
Holloway Wealth Management
Florida
$156K – – –
PFSC
1689
Peoples Financial Services Corp
Pennsylvania
$156K – – –
RCC
1690
Red Cedar Capital
Nebraska
$156K – – –
HI
1691
Human Investing
Oregon
$155K -$22.3K -420 -12%
FMII
1692
Farmers & Merchants Investments Inc
Nebraska
$155K – – –
HCM
1693
Highlander Capital Management
New Jersey
$151K -$53K -1,000 -26%
TFO
1694
Tarbox Family Office
California
$140K – – –
SLF
1695
Sun Life Financial
Ontario, Canada
$140K +$3.18K +60 +2%
TFA
1696
Toth Financial Advisory
Virginia
$139K – – –
MA
1697
MCF Advisors
Kentucky
$138K – – –
SIAP
1698
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$137K +$14.9K +280 +12%
LWA
1699
Lenox Wealth Advisors
New York
$134K -$130K -2,450 -49%
PCFFS
1700
Pacific Center for Financial Services
California
$131K -$72.1K -1,360 -35%
66 67
68
69 70