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Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1001
NuWave Investment Management
New Jersey
$158K -$1.22M -10,100 -88%
SBL
1002
Sargent Bickham Lagudis
Colorado
$157K -$67.7K -560 -28%
OIA
1003
Optimum Investment Advisors
Illinois
$156K +$30.2K +250 +22%
TIM
1004
Tortoise Investment Management
New York
$155K – – –
TFA
1005
Toth Financial Advisory
Virginia
$153K +$9.67K +80 +6%
TFM
1006
TFC Financial Management
Massachusetts
$150K – – –
TCWM
1007
Total Clarity Wealth Management
Illinois
$147K +$161K +1,330 New
EDRH
1008
Edmond de Rothschild Holding
Switzerland
$141K +$4.83K +40 +3%
ACM
1009
Allred Capital Management
Texas
$136K +$149K +1,230 New
CFG
1010
CKW Financial Group
Hawaii
$134K – – –
MWP
1011
Meridian Wealth Partners
Pennsylvania
$134K +$32.6K +270 +29%
PP
1012
Pacifica Partners
Canada
$132K +$91.8K +760 +190%
FHA
1013
First Horizon Advisors
Tennessee
$131K +$55.6K +460 +63%
RFA
1014
Reilly Financial Advisors
California
$127K +$2.42K +20 +2%
GWS
1015
Glassman Wealth Services
Virginia
$124K +$15.7K +130 +13%
OSNBOA
1016
Old Second National Bank of Aurora
Illinois
$123K -$14.5K -120 -10%
LFG
1017
Larson Financial Group
Missouri
$122K -$26.6K -220 -17%
WB
1018
Webster Bank
Connecticut
$122K – – –
FPA
1019
First Pacific Advisors
California
$118K +$41.1K +340 +47%
FA
1020
Fortis Advisors
Pennsylvania
$111K -$60.4K -500 -33%
TCOV
1021
Trust Company of Vermont
Vermont
$111K – – –
TWA
1022
TCI Wealth Advisors
Arizona
$105K -$26.6K -220 -19%
AWM
1023
Avondale Wealth Management
Texas
$105K +$29K +240 +34%
FA
1024
Financial Avengers
California
$103K +$37.5K +310 +50%
NIC
1025
Northwest Investment Counselors
Oregon
$102K +$111K +920 New
39 40
41
42 43