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Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
1601
Little House Capital
Massachusetts
$966K +$402K +1,938 +89%
NEWAS
1602
N.E.W. Advisory Services
Wisconsin
$960K +$76K +367 +10%
GFP
1603
Gryphon Financial Partners
Ohio
$958K +$2.9K +14 +0.3%
CWM
1604
Circle Wealth Management
New Jersey
$955K +$14.7K +71 +2%
WFC
1605
Western Financial Corp
California
$955K +$846K +4,081 New
HPWM
1606
Highland Private Wealth Management
Washington
$954K -$41.9K -202 -5%
SIA
1607
SkyView Investment Advisors
New Jersey
$954K +$844K +4,073 New
ACM
1608
AUA Capital Management
Pennsylvania
$953K – – –
GIA
1609
Guyasuta Investment Advisors
Pennsylvania
$953K +$88.1K +425 +12%
DBIA
1610
Dumont & Blake Investment Advisors
New Jersey
$952K -$11K -53 -1%
HI
1611
Handelsinvest Investeringsforvaltning
Denmark
$949K -$275K -1,328 -25%
DCM
1612
Davidson Capital Management
Texas
$948K +$23.2K +112 +3%
RA
1613
RFG Advisory
Alabama
$945K +$106K +511 +15%
STC
1614
Sarah T. Connolly
$943K +$834K +4,023 New
OC
1615
Oakworth Capital
Alabama
$942K -$62.8K -303 -7%
PTP
1616
Platform Technology Partners
New York
$942K +$208K +1,006 +33%
SA
1617
Strategic Advisors
New York
$938K +$183K +883 +28%
HVP
1618
Hudson Value Partners
Florida
$938K +$839K +4,050 New
MFS
1619
Monetta Financial Services
Illinois
$937K +$829K +4,000 New
UM
1620
Ulysses Management
New York
$937K +$829K +4,000 New
MGIM
1621
M&G Investment Management
United Kingdom
$936K – – –
IA
1622
IFG Advisors
Missouri
$933K – – –
ISWM
1623
Independent Solutions Wealth Management
New York
$930K +$130K +629 +19%
MFG
1624
Magnus Financial Group
New York
$930K +$6.01K +29 +0.7%
GS
1625
Gagnon Securities
New York
$923K +$5.39K +26 +0.7%
63 64
65
66 67