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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2226
Morton Capital Management
California
$792K +$15K +600 +2%
ABLA
2227
Alan B. Lancz & Associates
Ohio
$791K +$50.2K +2,000 +7%
NWA
2228
Navis Wealth Advisors
New York
$791K +$489K +19,500 +205%
OWM
2229
Opes Wealth Management
California
$788K +$12.5K +500 +2%
DA
2230
Dash Acquisitions
California
$786K +$496K +19,790 +220%
JWM
2231
Janiczek Wealth Management
Colorado
$783K +$49.4K +1,970 +7%
PGWM
2232
Pitti Group Wealth Management
New York
$782K +$84.3K +3,360 +13%
MHR
2233
Matthew Hamilton Rosenberg
$780K +$15.6K +620 +2%
MFG
2234
Monte Financial Group
Connecticut
$779K -$95.6K -3,810 -12%
BIA
2235
Bigelow Investment Advisors
Maine
$778K +$19.3K +770 +3%
G
2236
GenTrust
Florida
$776K +$100K +4,000 +16%
ANBT
2237
American National Bank & Trust
Texas
$769K +$96.8K +3,860 +16%
EA
2238
Echo45 Advisors
California
$766K -$75.5K -3,010 -10%
PHS
2239
Pekin Hardy Strauss
Illinois
$765K -$239K -9,520 -25%
WDG
2240
Wealth Dimensions Group
Ohio
$765K +$209K +8,340 +42%
GPGA
2241
Grandeur Peak Global Advisors
Utah
$764K – – –
HCP
2242
Holt Capital Partners
Texas
$764K – – –
SC
2243
Siena Capital
Ohio
$764K – – –
TWM
2244
Thrive Wealth Management
Pennsylvania
$764K +$81K +3,230 +13%
JHCP
2245
Jackson Hole Capital Partners
Oklahoma
$763K -$105K -4,190 -13%
FCA
2246
FinTrust Capital Advisors
South Carolina
$760K -$4.26K -170 -0.6%
CG
2247
Clarus Group
Texas
$758K +$108K +4,290 +18%
PP
2248
Palladium Partners
Virginia
$757K -$30.6K -1,220 -4%
LL
2249
LPWM LLC
Minnesota
$756K – – –
CNWM
2250
Clay Northam Wealth Management
California
$756K +$78.5K +3,130 +13%
88 89
90
91 92