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Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
1201
Brewin Dolphin Wealth Management
Ireland
$4.5M +$181K +7,220 +5%
EA
1202
Emerald Advisers
Pennsylvania
$4.5M +$188K +7,500 +5%
H6H
1203
Hightower 6M Holding
Kansas
$4.47M +$4.11M +163,820 New
FDS
1204
Freedom Day Solutions
Texas
$4.46M -$299K -11,930 -7%
BSW
1205
Buckingham Strategic Wealth
Missouri
$4.46M +$318K +12,690 +8%
DAM
1206
Doheny Asset Management
California
$4.45M -$839K -33,440 -17%
VIG
1207
Vienna Insurance Group
Poland
$4.45M -$2.76M -110,000 -40%
IAS
1208
IMA Advisory Services
Colorado
$4.43M -$690K -27,510 -14%
STAS
1209
Strong Tower Advisory Services
Minnesota
$4.43M +$1.19M +47,630 +42%
SG
1210
Stonnington Group
California
$4.43M -$2.15M -85,700 -30%
COI
1211
Connable Office Inc
Michigan
$4.41M +$3.56M +141,770 +709%
BFS
1212
Bradley Foster & Sargent
Connecticut
$4.41M +$894K +35,660 +28%
RCM
1213
RNC Capital Management
California
$4.4M +$3.53M +140,780 +690%
NME
1214
Notis-McConarty Edward
$4.39M +$452K +18,020 +13%
VR
1215
Viridian RIA
Washington
$4.38M -$4.3M -171,560 Closed
CWM
1216
Concentrum Wealth Management
California
$4.38M +$364K +14,520 +10%
HA
1217
Harbor Advisors
Florida
$4.37M – – –
VFM
1218
Viking Fund Management
North Dakota
$4.37M – – –
LCOV
1219
London Company of Virginia
Virginia
$4.34M – – –
GCGDR
1220
Genoa Capital Gestora de Recursos
$4.33M +$3.98M +158,870 New
TPM
1221
Triasima Portfolio Management
Quebec, Canada
$4.33M -$99.1K -3,950 -2%
PFGIA
1222
Patriot Financial Group Insurance Agency
Massachusetts
$4.32M -$473K -18,870 -11%
AWE
1223
Avidian Wealth Enterprises
Texas
$4.3M +$1.88M +74,770 +90%
PVH
1224
Psagot Value Holdings
Israel
$4.3M +$514K +20,500 +15%
FAB
1225
First American Bank
Illinois
$4.29M +$3.95M +157,350 New
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