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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1926
Palisade Capital Management
New Jersey
$522K +$280K +1,110 +107%
TP
1927
Tranquility Partners
Tennessee
$521K +$117K +462 +27%
HFP
1928
Holistic Financial Partners
Indiana
$519K -$58.3K -231 -10%
PAMP
1929
Polar Asset Management Partners
Ontario, Canada
$517K -$14M -55,370 -96%
MIC
1930
Means Investment Company
Maine
$517K – – –
JCM
1931
Jacobsen Capital Management
Utah
$515K -$105K -415 -16%
AP
1932
Arlington Partners
Alabama
$511K -$63.1K -250 -11%
VST
1933
Van Strum & Towne
California
$510K – – –
OGC
1934
Oak Grove Capital
New Hampshire
$510K +$530K +2,100 New
H
1935
HoyleCohen
California
$508K +$57.8K +229 +12%
SWA
1936
Sutton Wealth Advisors
Florida
$507K +$3.03K +12 +0.6%
FSA
1937
Fort Sheridan Advisors
Illinois
$507K +$101K +400 +24%
LFF
1938
Level Four Financial
Texas
$506K +$77K +305 +17%
RCM
1939
Requisite Capital Management
Texas
$505K -$243K -961 -32%
FIM
1940
Fruth Investment Management
Texas
$505K – – –
OPWM
1941
Oxinas Partners Wealth Management
Indiana
$503K -$32.8K -130 -6%
PFBT
1942
Parkside Financial Bank & Trust
Missouri
$503K -$8.08K -32 -2%
FP
1943
Foundry Partners
Minnesota
$503K – – –
HCP
1944
Holt Capital Partners
Texas
$503K – – –
FTA
1945
Financial & Tax Architects
Missouri
$501K +$521K +2,063 New
CQS
1946
Credential Qtrade Securities
$500K -$713K -2,825 -58%
FM
1947
Family Management
New York
$500K -$14.4K -57 -3%
PWLP
1948
Prio Wealth Limited Partnership
Massachusetts
$500K – – –
PL
1949
Plancorp LLC
Missouri
$500K +$3.03K +12 +0.6%
CT
1950
Chicago Trust
Illinois
$498K -$344K -1,364 -40%
76 77
78
79 80