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Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1026
Pine Valley Investments
New Jersey
$31.4M -$789K -6,683 -3%
QCG
1027
Quadrant Capital Group
Ohio
$31.3M -$375K -3,175 -1%
CWM
1028
Concentrum Wealth Management
California
$31.3M +$1.38M +11,641 +5%
RWB
1029
RMR Wealth Builders
New Jersey
$31.3M -$597K -5,057 -2%
AG
1030
Ascent Group
Virginia
$31.3M +$1.26M +10,689 +4%
APSI
1031
Asset Planning Services Inc
Louisiana
$31.3M -$59.1K -500 -0.2%
MWM
1032
Moran Wealth Management
Florida
$31.2M -$955K -8,089 -3%
KCM
1033
Kornitzer Capital Management
Kansas
$31.1M +$765K +6,475 +3%
GAB
1034
German American Bancorp
Indiana
$31.1M +$1.35M +11,392 +5%
MGIA
1035
Moneta Group Investment Advisors
Missouri
$30.9M +$1.78M +15,045 +6%
TSW
1036
Thompson Siegel & Walmsley
Virginia
$30.9M +$5.38M +45,569 +22%
AIIMS
1037
Analyst IMS Investment Management Services
Israel
$30.8M +$2.11M +17,829 +8%
NL
1038
NWAM LLC
Washington
$30.8M +$29.9M +253,431 New
SCTC
1039
Sanibel Captiva Trust Company
Florida
$30.7M +$1.92M +16,214 +7%
QPWM
1040
Quadrant Private Wealth Management
Pennsylvania
$30.7M +$768K +6,500 +3%
MC
1041
Mirabaud & Cie
Switzerland
$30.5M -$977K -8,272 -3%
TW
1042
Transform Wealth
Colorado
$30.4M +$8.45M +71,534 +40%
AAM
1043
Azzad Asset Management
Virginia
$30.4M -$578K -4,897 -2%
OCM
1044
Ogborne Capital Management
California
$30.4M +$17.7M +150,000 +150%
CCAM
1045
Codex Capital Asset Management
Texas
$30.4M +$25.7M +217,825 +677%
AP
1046
Adero Partners
California
$30.3M +$1.17M +9,891 +4%
GAG
1047
GM Advisory Group
New York
$30.3M -$661K -5,594 -2%
HBT
1048
Hills Bank & Trust
Iowa
$30.2M -$847K -7,169 -3%
LC
1049
Lindbrook Capital
California
$30.2M -$1.74M -14,745 -6%
MIA
1050
MMBG Investment Advisors
Florida
$30.2M +$1.11M +9,404 +4%
40 41
42
43 44