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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1726
Advyzon Investment Management
Illinois
$344K +$364K +3,765 New
LPAM
1727
Lodestar Private Asset Management
California
$343K -$7.55K -78 -2%
AA
1728
Alta Advisers
United Kingdom
$343K +$54.2K +560 +18%
RA
1729
Ransom Advisory
Rhode Island
$342K – – –
MAM
1730
MWA Asset Management
Massachusetts
$342K +$7.06K +73 +2%
TSS
1731
Two Sigma Securities
New York
$342K -$2.8M -28,983 -89%
LA
1732
Latitude Advisors
Florida
$341K -$2.23K -23 -0.6%
FFBTD
1733
First Financial Bank - Trust Division
Ohio
$340K -$1.94K -20 -0.5%
OPWM
1734
Oregon Pacific Wealth Management
Oregon
$339K +$360K +3,720 New
DE
1735
Diversified Enterprises
Delaware
$338K +$2.03K +21 +0.6%
SXL
1736
Summit X LLC
Missouri
$338K -$15.6K -161 -4%
DSC
1737
Duncker Streett & Co
Missouri
$337K -$193K -2,000 -35%
IIC
1738
Integrated Investment Consultants
Michigan
$337K – – –
SWA
1739
ShankerValleau Wealth Advisors
Illinois
$336K +$96.7K +1,000 +37%
NWM
1740
Northcape Wealth Management
New York
$335K – – –
GWM
1741
Gibbs Wealth Management
Georgia
$334K +$82.4K +852 +30%
FEM
1742
Fulcrum Equity Management
Texas
$334K -$44.4K -459 -11%
CL
1743
CIM LLC
New York
$333K – – –
SAM
1744
SignalPoint Asset Management
Missouri
$333K -$484 -5 -0.1%
SIC
1745
SFE Investment Counsel
California
$333K -$11.6K -120 -3%
NB
1746
Nicolet Bankshares
Wisconsin
$332K +$22.6K +234 +7%
BW
1747
Bison Wealth
Georgia
$331K -$31.3K -324 -8%
BC
1748
Broadwater Capital
Massachusetts
$329K – – –
FAN
1749
Financial Advisors Network
California
$329K +$349K +3,603 New
JC
1750
JBGlobal.com
New York
$329K +$349K +3,603 New
68 69
70
71 72