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Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
1051
C.M. Bidwell & Associates
Hawaii
$449K +$257K +4,915 +207%
VF
1052
VitalStone Financial
Texas
$448K -$26.7K -510 -7%
PCIG
1053
Partners Capital Investment Group
Massachusetts
$448K +$380K +7,272 New
ZIG
1054
Zuckerman Investment Group
Illinois
$445K +$40.5K +775 +12%
PWMG
1055
Provence Wealth Management Group
California
$445K +$113K +2,152 +42%
PWS
1056
Precision Wealth Strategies
Missouri
$444K +$377K +7,211 New
KIA
1057
Knollwood Investment Advisory
Maryland
$443K +$377K +7,200 New
CHAM
1058
Clear Harbor Asset Management
Connecticut
$441K -$157K -3,000 -29%
EWA
1059
EverSource Wealth Advisors
Alabama
$441K +$3.4K +65 +0.9%
BIG
1060
Brooklyn Investment Group
New York
$439K +$373K +7,137 New
IFWM
1061
Institute for Wealth Management
Colorado
$439K +$373K +7,129 New
CIM
1062
Chapman Investment Management
California
$436K – – –
DWP
1063
Daymark Wealth Partners
Ohio
$434K -$27.3K -522 -7%
CCA
1064
Checchi Capital Advisers
California
$431K +$114K +2,173 +45%
PNAA
1065
Pictet North America Advisors
Switzerland
$427K – – –
ITC
1066
Inspire Trust Company
Nevada
$425K +$361K +6,900 New
CIM
1067
CIM Investment Management
Pennsylvania
$423K – – –
UB
1068
UMB Bank
Missouri
$420K +$47.3K +905 +15%
SP
1069
Symmetry Partners
Connecticut
$419K +$347K +6,634 New
EFG
1070
Everhart Financial Group
Ohio
$419K +$356K +6,803 New
OA
1071
Oxbow Advisors
Texas
$419K +$356K +6,800 New
ACA
1072
Aptus Capital Advisors
Alabama
$418K +$4.66K +89 +1%
WSTAM
1073
Wilbanks Smith & Thomas Asset Management
Virginia
$411K +$20K +382 +6%
LIM
1074
Letson Investment Management
Georgia
$410K +$349K +6,665 New
AC
1075
ASB Consultores
Florida
$409K -$68.5K -1,310 -16%
41 42
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44 45