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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
851
SVB Wealth
Massachusetts
$571K -$314K -80,880 -39%
CFA
852
Carroll Financial Associates
North Carolina
$570K +$344K +88,600 +230%
IDBONY
853
Israel Discount Bank of New York
New York
$569K +$73.3K +18,880 +17%
HJMC
854
Hellman Jordan Management Company
Massachusetts
$566K +$31.4K +8,080 +7%
WCM
855
Whitener Capital Management
North Carolina
$566K +$300K +77,400 +159%
1WA
856
180 Wealth Advisors
Washington
$563K +$12.3K +3,160 +2%
FHC
857
First Heartland Consultants
Missouri
$562K +$73.1K +18,840 +18%
CPC
858
Cookson Peirce & Co
Pennsylvania
$562K +$486K +125,200 New
CWM
859
Concentrum Wealth Management
California
$560K +$466 +120 +0.1%
WG
860
Welch Group
Alabama
$560K +$121K +31,120 +33%
BCM
861
Bienville Capital Management
New York
$558K -$1.24M -319,960 -72%
CCMG
862
Clark Capital Management Group
Pennsylvania
$558K +$52.3K +13,480 +12%
IIM
863
Intact Investment Management
Quebec, Canada
$557K – – –
OPFM
864
Optimus Prime Fund Management
Cayman Islands
$556K -$22M -5,660,000 -98%
MSAM
865
Moloney Securities Asset Management
Missouri
$556K +$12.1K +3,120 +3%
BFWA
866
Benchmark Financial Wealth Advisors
Florida
$546K -$212K -54,680 -31%
MCC
867
Malaga Cove Capital
California
$545K +$3.42K +880 +0.7%
IA
868
IFP Advisors
Florida
$543K -$2.09M -538,840 -82%
WIS
869
Wright Investors Service
Connecticut
$543K -$593K -152,840 -56%
AA
870
ALPS Advisors
Colorado
$541K -$611K -157,520 -57%
NSEDCP
871
NJ State Employees Deferred Compensation Plan
New Jersey
$539K – – –
RC
872
Roundview Capital
New Jersey
$539K +$466K +120,080 New
PI
873
Parkside Investments
Illinois
$538K +$233K +60,000 +100%
SP
874
Successful Portfolios
Florida
$537K -$2.02K -520 -0.4%
PWMG
875
Prestige Wealth Management Group
New Jersey
$531K +$210K +54,080 +84%
33 34
35
36 37