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Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
1751
Yorktown Management & Research Company
Virginia
$486K +$498K +37,200 New
BCM
1752
Birmingham Capital Management
Alabama
$485K +$7.5K +560 +2%
OAM
1753
Optimal Asset Management
California
$482K +$2.68K +200 +0.5%
KOMWMG
1754
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$482K +$16.1K +1,200 +3%
FA
1755
Fiducient Advisors
Illinois
$481K +$494K +36,880 New
MCM
1756
Mainstay Capital Management
Michigan
$477K -$527K -39,360 Closed
WA
1757
WESPAC Advisors
California
$475K +$487K +36,360 New
ECM
1758
Estabrook Capital Management
New York
$474K -$69.6K -5,200 -13%
FSA
1759
Fort Sheridan Advisors
Illinois
$474K -$53.6K -4,000 -10%
BWLSA
1760
Blue Water Life Science Advisors
California
$474K +$486K +36,280 New
TM
1761
Titan Managers
Arizona
$472K -$61K -4,560 -11%
PPSG
1762
Princeton Portfolio Strategies Group
New Jersey
$470K – – –
WAM
1763
Wolverine Asset Management
Illinois
$470K +$442K +33,040 +1,101%
FPCM
1764
Financial Partners Capital Management
New York
$470K – – –
HIA
1765
Harbor Investment Advisory
Maryland
$469K +$250K +18,680 +108%
LB
1766
Leo Brokerage
Texas
$469K +$481K +35,920 New
TIAM2
1767
Tru Independence Asset Management 2
Oregon
$468K +$480K +35,880 New
ATPW
1768
Ashton Thomas Private Wealth
Arizona
$468K +$38.6K +2,880 +9%
GA
1769
GoalVest Advisory
New York
$466K +$478K +35,680 New
FCA
1770
FinTrust Capital Advisors
South Carolina
$465K -$904K -67,520 -65%
OCM
1771
Orion Capital Management
California
$464K +$476K +35,560 New
OPCM
1772
Osborne Partners Capital Management
California
$463K +$159K +11,840 +50%
BG
1773
Bollard Group
Massachusetts
$462K +$107K +8,000 +29%
MAM
1774
MMA Asset Management
Pennsylvania
$461K +$473K +35,320 New
GC
1775
Gruss & Co
Florida
$460K +$203K +15,200 +76%
69 70
71
72 73