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Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
1326
Point View Wealth Management
New Jersey
$2.18M +$29.2K +492 +1%
CT
1327
Chicago Trust
Illinois
$2.17M +$40.6K +683 +2%
GAM
1328
Geier Asset Management
Maryland
$2.17M +$2.33M +39,203 New
BE
1329
Bonness Enterprises
District of Columbia
$2.17M – – –
CFS
1330
Capital Financial Services
New York
$2.17M +$2.19M +36,865 New
WOC
1331
West Oak Capital
California
$2.16M +$61.5K +1,035 +3%
GBT
1332
Grove Bank & Trust
Florida
$2.16M +$45K +757 +2%
BPC
1333
Banque Pictet & Cie
Switzerland
$2.15M -$907K -15,276 -29%
RM
1334
Resource Management
Louisiana
$2.15M -$77.7K -1,308 -3%
FMTC
1335
Farmers & Merchants Trust Company
California
$2.14M -$56.2K -946 -3%
BCM
1336
BTR Capital Management
California
$2.14M +$80.3K +1,352 +4%
CW
1337
CreativeOne Wealth
Kansas
$2.14M +$1.52M +25,578 +235%
FFG
1338
Fortem Financial Group
California
$2.14M -$1.02M -17,197 -32%
MIM
1339
MTM Investment Management
South Carolina
$2.14M +$2.16M +36,373 New
NERM
1340
New England Research & Management
Illinois
$2.13M -$32.7K -550 -1%
FTDI
1341
First Trust Direct Indexing
Massachusetts
$2.13M +$2.16M +36,308 New
LHC
1342
Little House Capital
Massachusetts
$2.13M -$268K -4,506 -11%
BOCM
1343
Bontempo Ohly Capital Management
Maryland
$2.13M +$62.5K +1,053 +3%
WP
1344
WealthSource Partners
California
$2.13M -$94K -1,583 -4%
RCAG
1345
Rehmann Capital Advisory Group
Michigan
$2.13M +$26.1K +439 +1%
HCM
1346
Hengehold Capital Management
Ohio
$2.13M +$11.8K +198 +0.5%
SMC
1347
Smith, Moore & Co
Missouri
$2.13M -$338K -5,685 -14%
SSI
1348
Scott & Selber Inc
Texas
$2.13M -$107K -1,796 -5%
KWMG
1349
King Wealth Management Group
Florida
$2.12M -$30.2K -508 -1%
LOAMS
1350
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.12M -$1.45M -24,480 -40%
52 53
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55 56