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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1051
Centaurus Financial
California
$957K +$13.8K +176 +2%
WIM
1052
Westside Investment Management
California
$956K +$913K +11,647 New
OFS
1053
OneAscent Financial Services
Alabama
$956K +$895K +11,409 New
AWA
1054
Arete Wealth Advisors
Illinois
$955K +$42.8K +546 +5%
BRWM
1055
B. Riley Wealth Management
Tennessee
$950K +$863 +11 +0.1%
BCM
1056
Boltwood Capital Management
California
$949K -$565K -7,201 -39%
YIA
1057
YHB Investment Advisors
Connecticut
$948K -$11.5K -147 -1%
JWM
1058
JGP Wealth Management
Oregon
$944K – – –
AFC
1059
AFT Forsyth & Company
Florida
$937K +$12.5K +160 +1%
SWM
1060
SeaCrest Wealth Management
New York
$936K +$7.21K +92 +0.8%
FPB
1061
First PREMIER Bank
South Dakota
$934K – – –
IDBONY
1062
Israel Discount Bank of New York
New York
$930K -$331K -4,225 -28%
GI
1063
Glovista Investments
New Jersey
$925K -$54.9K -700 -6%
RWP
1064
RWA Wealth Partners
Massachusetts
$924K – – –
VCAM
1065
Van Cleef Asset Management
Ohio
$923K -$11K -140 -1%
RCM
1066
Radnor Capital Management
Pennsylvania
$919K -$62.7K -800 -7%
PTB
1067
Pioneer Trust Bank
Oregon
$915K – – –
FIM
1068
Freedom Investment Management
Connecticut
$914K -$207K -2,635 -19%
CCMD
1069
Cypress Capital Management (Delaware)
Delaware
$914K – – –
RFN
1070
RDA Financial Network
Iowa
$911K -$87K -1,109 -10%
S
1071
SignatureFD
Georgia
$907K -$116K -1,484 -12%
FFWA
1072
FRG Family Wealth Advisors
Washington
$903K +$314 +4 +0%
SMFS
1073
Squar Milner Financial Services
California
$896K +$120K +1,529 +17%
IUHSA
1074
Itau Unibanco Holding S.A.
Brazil
$892K +$683K +8,711 +451%
TW
1075
TrinityPoint Wealth
Connecticut
$891K -$718K -9,155 -48%
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43
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