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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
1601
Verus Financial Partners
Virginia
$324K +$65K +1,409 +23%
GAM
1602
Gemmer Asset Management
California
$321K +$123K +2,659 +56%
PWAG
1603
Polaris Wealth Advisory Group
California
$320K +$339K +7,354 New
NYLT
1604
New York Life Trust
New York
$318K -$12.8K -278 -4%
PAM
1605
Peak Asset Management
Colorado
$316K – – –
IF
1606
IRON Financial
Illinois
$316K +$369 +8 +0.1%
LWM
1607
Lyons Wealth Management
Florida
$314K -$18.5K -400 -5%
KS
1608
Karpas Strategies
Connecticut
$314K – – –
PAG
1609
Pinnacle Advisory Group
Maryland
$313K +$9.78K +212 +3%
TI
1610
Truepoint Inc
Ohio
$313K +$332K +7,190 New
AWA
1611
Arete Wealth Advisors
Illinois
$311K -$325K -7,034 -50%
FBC
1612
Fairfield, Bush & Co
Connecticut
$311K -$202K -4,376 -38%
LWM
1613
LBA Wealth Management
Florida
$311K +$22.2K +482 +7%
DDC
1614
DF Dent & Co
Maryland
$310K +$122K +2,644 +59%
TSS
1615
Two Sigma Securities
New York
$307K +$326K +7,060 New
KFA
1616
Kelleher Financial Advisors
New York
$304K +$8.4K +182 +3%
VWM
1617
Vector Wealth Management
Minnesota
$303K +$27.4K +593 +10%
BFM
1618
Boothbay Fund Management
New York
$302K +$46.3K +1,004 +17%
AIS
1619
AlphaOne Investment Services
Pennsylvania
$301K – – –
NCM
1620
Novare Capital Management
North Carolina
$300K +$318K +6,899 New
CD
1621
Carl Domino
Florida
$299K – – –
FGA
1622
Flood Gamble Associates
New York
$299K +$10.4K +225 +3%
WIA
1623
Westbourne Investment Advisors
Maryland
$298K -$4.61K -100 -1%
HCMNY
1624
Howard Capital Management (New York)
New York
$298K +$9.23K +200 +3%
CAW
1625
Cornerstone Advisors (Washington)
Washington
$298K +$11.9K +258 +4%
63 64
65
66 67