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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1251
Sentry Investment Management
Wisconsin
$791K -$137K -1,411 -14%
CA
1252
Continuum Advisory
Idaho
$789K -$3.29K -34 -0.4%
GS
1253
Gagnon Securities
New York
$788K – – –
CIAS
1254
Capital Investment Advisory Services
North Carolina
$787K +$42.5K +439 +5%
SWM
1255
Sendero Wealth Management
Texas
$785K – – –
WBCM
1256
Wilson & Boucher Capital Management
California
$782K – – –
CHJWM
1257
Carlton Hofferkamp & Jenks Wealth Management
Texas
$780K – – –
PCM
1258
PenderFund Capital Management
British Columbia, Canada
$778K – – –
AWA
1259
Arete Wealth Advisors
Illinois
$775K +$140K +1,447 +21%
PVM
1260
Palogic Value Management
Texas
$774K +$8.13K +84 +1%
YP
1261
YANKCOM Partnership
South Dakota
$771K +$817K +8,450 New
GCP
1262
GSA Capital Partners
United Kingdom
$770K +$817K +8,440 New
CWM
1263
Chemistry Wealth Management
New York
$770K -$45K -465 -5%
TBWA
1264
Three Bridge Wealth Advisors
California
$769K -$21.8K -225 -3%
FNA
1265
First National Advisers
Nebraska
$763K +$37.2K +385 +5%
TWM
1266
TriaGen Wealth Management
California
$763K +$1.55K +16 +0.2%
DDC
1267
DF Dent & Co
Maryland
$762K +$5.61K +58 +0.7%
TIM
1268
Tevis Investment Management
Texas
$761K -$2.42K -25 -0.3%
MLL
1269
Moody Lynn & Lieberson
Massachusetts
$760K +$1.55K +16 +0.2%
MP
1270
Mangrove Partners
Connecticut
$757K +$803K +8,297 New
IAS
1271
Insigneo Advisory Services
Florida
$757K +$38K +393 +5%
PFA
1272
Pathway Financial Advisers
Indiana
$756K +$24.6K +254 +3%
HNW
1273
High Note Wealth
Minnesota
$756K -$580 -6 -0.1%
BCPWM
1274
Bradley & Co Private Wealth Management
Florida
$754K +$799K +8,261 New
LW
1275
Linscomb Wealth
Texas
$753K -$7.45K -77 -0.9%
49 50
51
52 53