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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
551
SJS Investment Consulting
Ohio
$4K – – –
CHC
552
City Holding Co
West Virginia
$3K – – –
CFB
553
Cullen/Frost Bankers
Texas
$3K – – –
PAI
554
Pittenger & Anderson Inc
Nebraska
$3K – – –
CA
555
Clearstead Advisors
Ohio
$3K +$1.04K +10 +56%
CWC
556
Carolinas Wealth Consulting
North Carolina
$3K +$2.8K +27 New
CAC
557
Core Alternative Capital
Georgia
$3K +$3K +29 New
BCMLT
558
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K +$3.21K +31 New
PCG
559
Private Capital Group
Connecticut
$3K +$3.31K +32 New
GWS
560
Glassman Wealth Services
Virginia
$2K -$3.94K -38 -70%
VNA
561
Valley National Advisers
Pennsylvania
$2K – – –
IUHSA
562
Itau Unibanco Holding S.A.
Brazil
$2K +$2.49K +24 New
GRP
563
Global Retirement Partners
California
$2K +$6.21K +60 New
TAM
564
Tucker Asset Management
Colorado
$1.98K +$2.07K +20 New
RWM
565
Raffa Wealth Management
District of Columbia
$1.69K +$414 +4 +31%
SWA
566
Sutton Wealth Advisors
Florida
$1.09K +$311 +3 +38%
BCH
567
Berkshire Capital Holdings
California
$1K -$16.3M -157,350 -100%
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$16.3K -157 -92%
ADL
569
Asset Dedication LLC
California
$1K – – –
CSB
570
City State Bank
Iowa
$1K – – –
EAM
571
Eukles Asset Management
Ohio
$1K – – –
WPWM
572
Western Pacific Wealth Management
Illinois
$1K +$311 +3 +33%
CAM
573
ClariVest Asset Management
California
$1K +$725 +7 New
CMBA
574
C.M. Bidwell & Associates
Hawaii
$1K +$1.04K +10 New
ACM
575
Altimeter Capital Management
Massachusetts
– -$300M -2,098,175 Closed
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