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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1051
Physician Wealth Advisors
Utah
$825K -$88.9K -705 -11%
IAIM
1052
International Assets Investment Management
Florida
$822K -$12.6K -100 -2%
IIM
1053
INTECH Investment Management
Florida
$820K +$236K +1,870 +48%
GA
1054
Geller Advisors
New York
$818K +$20.8K +165 +3%
NAM
1055
NorthCrest Asset Manangement
Minnesota
$816K +$6.3K +50 +0.9%
CAIMH
1056
Central Asset Investments & Management Holdings
Hong Kong
$812K -$378K -3,000 -34%
ECM
1057
EMC Capital Management
Texas
$812K – – –
NWA
1058
New World Advisors
Massachusetts
$811K +$21.4K +170 +3%
DGAM
1059
Desjardins Global Asset Management
Quebec, Canada
$811K -$174K -1,380 -19%
MYIA
1060
Mount Yale Investment Advisors
Colorado
$810K +$255K +2,025 +55%
SF
1061
Summit Financial
New Jersey
$808K -$71.2K -565 -9%
RCM
1062
RB Capital Management
Nevada
$808K +$13.9K +110 +2%
MFG
1063
MidWestOne Financial Group
Iowa
$806K -$17K -135 -2%
GWM
1064
Greenwich Wealth Management
Connecticut
$804K -$987K -7,830 -58%
DCM
1065
Driehaus Capital Management
Illinois
$803K – – –
SRL
1066
Scientech Research LLC
New Jersey
$801K +$715K +5,670 New
LWM
1067
Laidlaw Wealth Management
New York
$800K +$15.8K +125 +2%
ECA
1068
Elevated Capital Advisors
Utah
$800K +$3.78K +30 +0.5%
KWM
1069
Keebeck Wealth Management
Illinois
$797K +$4.41K +35 +0.6%
CCIA
1070
Campbell & Co Investment Adviser
Maryland
$795K +$709K +5,625 New
AIM
1071
Anchor Investment Management
South Carolina
$793K -$78.1K -620 -10%
SMA
1072
Sage Mountain Advisors
Georgia
$790K -$13.9K -110 -2%
SEC
1073
Seven Eight Capital
New York
$789K -$1.99M -15,810 -74%
HTC
1074
Haverford Trust Company
Pennsylvania
$783K -$23.3K -185 -3%
JSC
1075
Jackson Square Capital
California
$782K +$314K +2,490 +82%
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