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Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
1576
J.W. Coons Advisors
Ohio
$1.03M -$43.3K -200 -4%
CMANY
1577
Capital Management Associates (New York)
New York
$1.03M +$76.8K +355 +7%
ABLA
1578
Alan B. Lancz & Associates
Ohio
$1.02M +$1.17M +5,418 New
FFM
1579
Forum Financial Management
Illinois
$1.02M +$1.17M +5,405 New
KTA
1580
Keeley-Teton Advisors
Illinois
$1.02M -$805K -3,719 -41%
AWA
1581
AmeriServ Wealth Advisors
Pennsylvania
$1.01M -$205K -949 -15%
BC
1582
BIT Capital
Germany
$1.01M -$2.54M -11,743 -69%
FWM
1583
Finer Wealth Management
Massachusetts
$1.01M +$1.16M +5,364 New
PAMP
1584
Polar Asset Management Partners
Ontario, Canada
$1.01M +$448K +2,071 +63%
CRWM
1585
Castle Rock Wealth Management
California
$1.01M -$239K -1,104 -15%
RWA
1586
Ropes Wealth Advisors
Massachusetts
$1M -$136K -628 -11%
GCM
1587
Gables Capital Management
Florida
$1M +$82.2K +380 +8%
TFS
1588
TrustCore Financial Services
Tennessee
$992K -$348K -1,609 -23%
MMH
1589
Menora Mivtachim Holdings
Israel
$990K -$98.3M -454,450 -99%
BCWM
1590
Bartlett & Co Wealth Management
Ohio
$984K -$74.7K -345 -6%
BC
1591
Bartlett & Co
Ohio
$984K -$74.7K -345 -6%
CPIG
1592
Chicago Partners Investment Group
Illinois
$983K -$328K -1,517 -15%
CB
1593
CNB Bank
Pennsylvania
$981K +$123K +570 +12%
IA
1594
IAM Advisory
Pennsylvania
$980K -$20.6K -95 -2%
BCM
1595
Bienville Capital Management
New York
$980K – – –
IF
1596
Integrity Financial
Wyoming
$977K +$1.12M +5,180 New
CP
1597
Cumberland Partners
Ontario, Canada
$973K +$1.12M +5,161 New
CL
1598
CPWM LLC
Washington
$972K – – –
SP
1599
Successful Portfolios
Florida
$968K +$3.46K +16 +0.3%
FI
1600
Finivi Inc
Massachusetts
$967K +$1.11M +5,128 New
62 63
64
65 66