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Name Holding Trade Value Shares
Change 		Change in
Stake
JF
2401
JSF Financial
California
$721K +$1.45K +7 +0.2%
I
2402
INVST
Indiana
$718K +$10.3K +50 +1%
FC
2403
Forte Capital
New York
$717K -$68.8K -333 -8%
WCM
2404
WealthBridge Capital Management
Ohio
$717K -$25.6K -124 -3%
FAFN
2405
First Affirmative Financial Network
Colorado
$715K -$83.7K -405 -10%
HC
2406
Hoese & Co
Minnesota
$715K -$67.6K -327 -8%
CDIA
2407
Capital Directions Investment Advisors
Georgia
$715K -$53.7K -260 -7%
OPA
2408
Old Port Advisors
Maine
$714K -$21.1K -102 -3%
KAM
2409
Knightsbridge Asset Management
California
$714K +$537K +2,598 +252%
SAM
2410
Synergy Asset Management
Washington
$712K -$93.4K -452 -11%
GAM
2411
Gould Asset Management
California
$711K +$46.5K +225 +7%
AMCA
2412
Arthur M. Cohen & Associates
Illinois
$709K +$33.1K +160 +5%
SAA
2413
Southeast Asset Advisors
Georgia
$708K +$28.9K +140 +4%
FC
2414
Fulcrum Capital
Washington
$706K -$75.8K -367 -9%
MSU
2415
Mizuho Securities USA
New York
$706K – – –
IA
2416
IFG Advisory
Georgia
$704K +$37.4K +181 +5%
AWP
2417
Accretive Wealth Partners
New Jersey
$702K -$54.4K -263 -7%
SIG
2418
Sargent Investment Group
Maryland
$702K – – –
SRC
2419
Sage Rhino Capital
California
$702K +$127K +614 +21%
MA
2420
MJP Associates
Connecticut
$701K -$19.6K -95 -3%
PL
2421
Plancorp LLC
Missouri
$701K +$35.1K +170 +5%
BSSFA
2422
Baron Silver Stevens Financial Advisors
Florida
$701K +$268K +1,295 +57%
IWN
2423
Independent Wealth Network
Iowa
$700K -$4.96K -24 -0.7%
4WM
2424
44 Wealth Management
Oregon
$699K +$734K +3,551 New
PMA
2425
Prudent Man Advisors
Illinois
$697K -$14.1K -68 -2%
95 96
97
98 99