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Name Holding Trade Value Shares
Change 		Change in
Stake
PTP
1301
Platform Technology Partners
New York
$2.01M +$90.3K +1,606 +5%
PVWM
1302
Point View Wealth Management
New Jersey
$2.01M -$18.1K -322 -0.9%
ISB
1303
Iowa State Bank
Iowa
$2M -$893K -15,869 -30%
HA
1304
H2O AM
United Kingdom
$2M -$1.76M -31,373 -46%
CL
1305
CPWM LLC
Washington
$2M +$103K +1,832 +5%
BDF
1306
Balasa Dinverno & Foltz
$2M -$132K -2,348 -6%
KWMG
1307
King Wealth Management Group
Florida
$1.99M +$24.2K +430 +1%
RWA
1308
River Wealth Advisors
Pennsylvania
$1.99M +$371K +6,590 +22%
MA
1309
MYDA Advisors
New York
$1.99M -$5.12M -91,000 -72%
FUBT
1310
First United Bank & Trust
Maryland
$1.98M -$9K -160 -0.4%
NL
1311
NVWM LLC
Pennsylvania
$1.98M -$31.8K -566 -2%
FCCM
1312
First City Capital Management
Georgia
$1.98M +$36.5K +648 +2%
LWM
1313
Laidlaw Wealth Management
New York
$1.97M +$231K +4,115 +13%
CCM
1314
Crossvault Capital Management
Texas
$1.97M +$25.9K +460 +1%
COF
1315
Capital One Financial
Virginia
$1.96M -$211K -3,752 -10%
KFA
1316
Kelleher Financial Advisors
New York
$1.95M -$14.1K -250 -0.7%
SCM
1317
Sterneck Capital Management
Missouri
$1.95M -$4.22K -75 -0.2%
BOCM
1318
Bontempo Ohly Capital Management
Maryland
$1.95M -$20.7K -368 -1%
EA
1319
Ellsworth Advisors
Ohio
$1.94M +$1.98M +35,187 New
OWIM
1320
Old West Investment Management
California
$1.94M – – –
SC
1321
Savant Capital
Illinois
$1.93M +$7.2K +128 +0.4%
RCAG
1322
Rehmann Capital Advisory Group
Michigan
$1.92M +$80.6K +1,432 +4%
MIM
1323
Moseley Investment Management
Florida
$1.92M +$206K +3,668 +12%
BCA
1324
Bay Colony Advisors
Massachusetts
$1.92M +$127K +2,263 +7%
FHA
1325
First Horizon Advisors
Tennessee
$1.92M -$64.9K -1,153 -3%
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