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Name Holding Trade Value Shares
Change 		Change in
Stake
HVP
601
Hudson Value Partners
Florida
$602K -$37.2K -1,400 -5%
WWM
602
Westwood Wealth Management
California
$600K -$485K -18,280 -38%
TI
603
Tidal Investments
Wisconsin
$600K +$233K +8,781 +43%
IFG
604
Independent Financial Group
California
$597K +$116K +4,379 +18%
SOS
605
Silver Oak Securities
Tennessee
$592K +$673K +25,366 New
EW
606
Evoke Wealth
California
$587K -$41.3K -1,555 -5%
SF
607
Summit Financial
New Jersey
$585K -$66K -2,487 -8%
SFS
608
Sowell Financial Services
Arkansas
$580K +$752K +28,332 New
SFI
609
Siemens Fonds Invest
Germany
$577K – – –
SCA
610
Snowden Capital Advisors
New York
$573K +$51.2K +1,928 +7%
SCP
611
Stamos Capital Partners
California
$572K +$280K +10,550 +61%
MFG
612
Merit Financial Group
Georgia
$572K +$742K +27,964 New
GAM
613
Gotham Asset Management
New York
$564K +$259K +9,767 +55%
ICM
614
Ionic Capital Management
New York
$563K – – –
PAM
615
Panagora Asset Management
Massachusetts
$563K +$129K +4,851 +21%
CPC
616
Congress Park Capital
New York
$562K -$29.2K -1,100 -4%
WC
617
Weil Company
California
$562K +$561K +21,114 +333%
SCM
618
Shelton Capital Management
Colorado
$559K – – –
CA
619
CapWealth Advisors
Tennessee
$559K +$84.4K +3,180 +13%
WF
620
Welch & Forbes
Massachusetts
$559K +$292K +11,000 +67%
BCA
621
Bray Capital Advisors
Florida
$551K +$3.93K +148 +0.6%
MAM
622
Must Asset Management
South Korea
$548K -$2.22M -83,750 -77%
LNC
623
Lincoln National Corp
Pennsylvania
$545K -$60.3K -2,271 -8%
BCV
624
Banque Cantonale Vaudoise
Switzerland
$545K +$252K +9,500 +56%
ECM
625
Evergreen Capital Management
Washington
$544K -$11.3M -427,144 -94%
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