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Name Holding Trade Value Shares
Change 		Change in
Stake
VR
1726
Viridian RIA
Washington
$1.1M +$1.1M +21,170 New
MFC
1727
Mechanics Financial Corp
Ohio
$1.1M +$1.1M +21,156 New
MVA
1728
Mount Vernon Associates
Maryland
$1.1M – – –
EVC
1729
Eidelman Virant Capital
Missouri
$1.09M -$31K -594 -3%
IFAM
1730
Institutional & Family Asset Management
Colorado
$1.09M +$29.1K +557 +3%
FPF
1731
First Pacific Financial
Washington
$1.09M +$100K +1,925 +10%
SDWIA
1732
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.08M +$169K +3,235 +18%
CBA
1733
Coastal Bridge Advisors
Connecticut
$1.08M -$63M -1,207,640 -98%
WI
1734
Wintrust Investments
Illinois
$1.08M +$120K +2,308 +13%
RPSA
1735
Richard P. Slaughter Associates
Texas
$1.08M -$3.34K -64 -0.3%
BWM
1736
BCGM Wealth Management
Indiana
$1.07M +$276K +5,296 +34%
MGWM
1737
Marks Group Wealth Management
Minnesota
$1.07M +$241K +4,620 +29%
OQS
1738
Occudo Quantitative Strategies
Florida
$1.06M +$1.07M +20,476 New
PPW
1739
Pinnacle Private Wealth
Massachusetts
$1.06M +$1.07M +20,462 New
OCM
1740
One Capital Management
California
$1.06M +$400K +7,666 +60%
KTC
1741
Kistler-Tiffany Companies
Pennsylvania
$1.06M -$22.3K -428 -2%
TWP
1742
Tempus Wealth Planning
California
$1.06M +$191K +3,653 +22%
CS
1743
Capital Square
Tennessee
$1.06M -$321K -6,157 -24%
GSC
1744
G&S Capital
Colorado
$1.06M -$1.6M -30,672 -60%
AL
1745
Aspiriant LLC
California
$1.05M +$235K +4,509 +29%
CSI
1746
Cross Staff Investments
New York
$1.05M +$1.05M +20,202 New
LD
1747
Lipe & Dalton
New York
$1.05M +$10.4K +200 +1%
MSFP
1748
Mark Sheptoff Financial Planning
Connecticut
$1.05M +$19K +364 +2%
SIA
1749
SkyView Investment Advisors
New Jersey
$1.05M -$21.2K -407 -2%
ADMI
1750
Albert D. Mason Inc
Massachusetts
$1.04M -$339K -6,490 -24%
68 69
70
71 72