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Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
1801
S.E.E.D. Planning Group
New York
$1.11M +$1.06M +5,895 New
MPCG
1802
Matrix Private Capital Group
New York
$1.11M +$1.06M +5,899 New
MWP
1803
MYCIO Wealth Partners
Pennsylvania
$1.11M +$360 +2 +0%
I
1804
IberiaBank
Louisiana
$1.1M +$15K +83 +1%
TMAM
1805
Tokio Marine Asset Management
Japan
$1.1M +$70.6K +392 +7%
GIM
1806
Groesbeck Investment Management
New Jersey
$1.1M +$81.1K +450 +8%
IC
1807
InterOcean Capital
Illinois
$1.1M +$82.2K +456 +8%
BCM
1808
Brown Capital Management
Maryland
$1.1M – – –
MWM
1809
Mission Wealth Management
California
$1.09M +$7.93K +44 +0.8%
SWM
1810
Sugarloaf Wealth Management
Georgia
$1.09M +$1.05M +5,816 New
CT
1811
Columbia Trust
Oregon
$1.09M +$1.05M +5,823 New
AAM
1812
American Asset Management
Florida
$1.09M -$13.5K -75 -1%
CPIA
1813
Cornell Pochily Investment Advisors
New York
$1.09M -$92.6K -514 -8%
ISWM
1814
Independent Solutions Wealth Management
New York
$1.09M +$1.04M +5,800 New
CAAS
1815
Capital Asset Advisory Services
Michigan
$1.09M +$962K +5,342 New
FP
1816
Foundry Partners
Minnesota
$1.08M – – –
CIM
1817
Corda Investment Management
Texas
$1.08M +$1.04M +5,757 New
PCM
1818
Prelude Capital Management
New York
$1.08M -$789K -4,378 -43%
SAM
1819
Summit Asset Management
Tennessee
$1.08M – – –
RWM
1820
Ritholtz Wealth Management
New York
$1.07M -$126K -700 -11%
LWA
1821
Lenox Wealth Advisors
New York
$1.07M +$23.1K +128 +2%
CA
1822
Cambridge Advisors
Nebraska
$1.07M -$8.83K -49 -0.9%
SAM
1823
Symphony Asset Management
California
$1.07M – – –
KFS
1824
Kurt F. Somerville
$1.07M -$31.5K -175 -3%
MCM
1825
MV Capital Management
Maryland
$1.07M +$137K +759 +15%
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