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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
801
Western Wealth Management
Colorado
$701K +$88.5K +22,800 +17%
CG
802
Colony Group
Massachusetts
$701K +$151K +38,920 +33%
GSWM
803
Golden State Wealth Management
California
$701K +$606K +156,240 New
SCM
804
Stonebridge Capital Management
California
$696K +$314K +81,000 +109%
CIA
805
Choate Investment Advisors
Massachusetts
$694K -$18.6K -4,800 -3%
B
806
Barings
North Carolina
$694K +$65.2K +16,800 +12%
TFS
807
Thoroughbred Financial Services
Tennessee
$694K +$106K +27,240 +21%
NMC
808
Nine Masts Capital
Hong Kong
$693K +$599K +154,440 New
WA
809
Winfield Associates
Ohio
$692K +$598K +154,200 New
JC
810
Jacobs & Co
California
$688K +$595K +153,440 New
AFNAS
811
American Financial Network Advisory Services
California
$687K -$518K -133,360 -46%
FTIOP
812
Fiduciary Trust International of Pennsylvania
Pennsylvania
$680K +$191K +49,200 +48%
RWM
813
Ritholtz Wealth Management
New York
$679K -$33.4K -8,600 -5%
NCM
814
Narwhal Capital Management
Georgia
$679K +$79.2K +20,400 +16%
BRWM
815
B. Riley Wealth Management
Tennessee
$676K -$129K -33,360 -18%
OFG
816
OmniStar Financial Group
North Carolina
$675K +$135K +34,720 +30%
CAM
817
Cresset Asset Management
Illinois
$675K +$430K +110,800 +281%
JCM
818
Jacobi Capital Management
Pennsylvania
$674K -$162K -41,840 -22%
CAGAS
819
Capital Advisory Group Advisory Services
Minnesota
$673K +$466K +119,960 +407%
LJAC
820
L.J. Altfest & Co
New York
$671K +$74.2K +19,120 +15%
EFS
821
Essex Financial Services
Connecticut
$670K -$116K -29,960 -17%
WG
822
Winton Group
United Kingdom
$670K -$8.69K -2,240 -1%
RI
823
Redwood Investments
Massachusetts
$669K -$3.57K -920 -0.6%
GIA
824
Gladstone Institutional Advisory
Florida
$665K -$116K -29,920 -17%
MS
825
Mizuho Securities
Japan
$664K +$281K +72,440 +96%
31 32
33
34 35