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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1201
Sound Income Strategies
Florida
$194K +$14.6K +87 +9%
JWM
1202
Janiczek Wealth Management
Colorado
$190K +$5.2K +31 +3%
NIMI
1203
Natixis Investment Managers International
France
$188K -$20.6K -123 -10%
T
1204
TOBAM
France
$183K -$182K -1,084 -51%
CTA
1205
Colonial Trust Advisors
South Carolina
$182K +$108K +646 +168%
AA
1206
AlphaCentric Advisors
Puerto Rico
$181K +$173K +1,029 New
PO
1207
Private Ocean
California
$172K -$5.87K -35 -3%
EWM
1208
Evermay Wealth Management
Virginia
$167K -$671 -4 -0.4%
HBW
1209
Hazlett, Burt & Watson
West Virginia
$165K +$43.6K +260 +39%
SOW
1210
State of Wyoming
Wyoming
$162K +$121K +722 +361%
CBT
1211
Central Bank & Trust
Kentucky
$162K -$35.4K -211 -19%
MCM
1212
Manchester Capital Management
Vermont
$161K -$10.2K -61 -6%
CFO
1213
CVA Family Office
Colorado
$160K -$503 -3 -0.3%
CFD
1214
Creative Financial Designs
Indiana
$159K +$21.6K +129 +17%
HI
1215
Harbour Investments
Wisconsin
$159K +$7.21K +43 +5%
ME
1216
McIlrath & Eck
Washington
$158K – – –
LS
1217
Livforsakringsbolaget Skandia
Sweden
$157K -$50.3K -300 -25%
JSAM
1218
J. Safra Asset Management
New York
$155K +$124K +740 +536%
OWA
1219
Opal Wealth Advisors
New York
$154K +$50.6K +302 +53%
MCM
1220
MV Capital Management
Maryland
$153K +$2.85K +17 +2%
AGWCA
1221
Annis Gardner Whiting Capital Advisors
Florida
$152K +$20.5K +122 +16%
GBT
1222
Grove Bank & Trust
Florida
$147K -$14.8K -88 -10%
MWA
1223
Moser Wealth Advisors
Washington
$146K – – –
NFSG
1224
Newbridge Financial Services Group
Florida
$146K -$22.6K -135 -14%
RTC
1225
Riverview Trust Company
Washington
$145K – – –
47 48
49
50 51