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Name Holding Trade Value Shares
Change 		Change in
Stake
CDH
1576
Charles D. Hyman
$692K +$262K +19,560 +59%
TCM
1577
TimesSquare Capital Management
New York
$688K +$33.7K +2,520 +5%
SIM
1578
Sonora Investment Management
Arizona
$688K +$146K +10,920 +26%
TA
1579
Tiedemann Advisors
New York
$685K +$73.4K +5,480 +12%
YWP
1580
YorkBridge Wealth Partners
New York
$685K +$76.6K +5,720 +12%
CAGAS
1581
Capital Advisory Group Advisory Services
Minnesota
$681K -$12.3K -920 -2%
JWM
1582
Jackson Wealth Management
Florida
$679K +$696K +52,000 New
MPM
1583
Meritage Portfolio Management
Kansas
$678K +$11.8K +880 +2%
HIP
1584
HUB Investment Partners
Texas
$678K +$671K +50,120 New
PTP
1585
Platform Technology Partners
New York
$676K +$11.8K +880 +2%
SIM
1586
SSI Investment Management
California
$675K -$1.07K -80 -0.2%
PFO
1587
Pathstone Family Office
New Jersey
$673K +$540K +40,360 +362%
4WM
1588
4J Wealth Management
Virginia
$673K +$691K +51,600 New
MFG
1589
Monte Financial Group
Connecticut
$672K -$36.4K -2,720 -5%
FNBOH
1590
First National Bank of Hutchinson
Kansas
$670K -$19.8K -1,480 -3%
CAM
1591
Claret Asset Management
Quebec, Canada
$667K -$56.2K -4,200 -8%
OR
1592
Olympiad Research
Connecticut
$667K +$380K +28,360 +125%
BMC
1593
Beaton Management Company
Massachusetts
$666K – – –
CL
1594
CPWM LLC
Washington
$664K +$681K +50,880 New
EP
1595
Eudaimonia Partners
Tennessee
$661K +$45K +3,360 +7%
APW
1596
Aurora Private Wealth
New Jersey
$660K +$17.7K +1,320 +3%
AFG
1597
Albion Financial Group
Utah
$660K +$105K +7,880 +18%
CAM
1598
Columbia Asset Management
Michigan
$658K -$49.3K -3,680 -7%
PAG
1599
Private Advisory Group
Washington
$655K -$675K -50,440 -50%
CCM
1600
Community Capital Management
Florida
$653K -$134K -10,000 -17%
62 63
64
65 66