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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1726
AMI Asset Management
California
$776K +$129K +3,436 +21%
OHWA
1727
Oak Hill Wealth Advisors
Virginia
$773K +$740K +19,630 New
BC
1728
Bridgefront Capital
Texas
$773K +$221K +5,871 +43%
DCM
1729
DGS Capital Management
New Jersey
$772K +$355K +9,419 +93%
IFWM
1730
Institute for Wealth Management
Colorado
$768K +$57.8K +1,533 +9%
TIMH
1731
Tilt Investment Management Holdings
New York
$768K +$734K +19,491 New
TF
1732
Trek Financial
Arizona
$768K +$172K +4,559 +31%
TFA
1733
Transamerica Financial Advisors
Florida
$765K -$224K -5,932 -23%
CNBTD
1734
Citizens National Bank Trust Department
Mississippi
$765K -$129K -3,429 -15%
FSCM
1735
Front Street Capital Management
Montana
$763K -$3.17K -84 -0.4%
AIC
1736
Archer Investment Corporation
Indiana
$763K +$3.13K +83 +0.4%
EFG
1737
Ethos Financial Group
Pennsylvania
$762K +$726K +19,277 New
RWM
1738
Ritholtz Wealth Management
New York
$762K -$2.96M -78,635 -80%
WAOI
1739
Wealth Advisors of Iowa
Iowa
$762K -$40K -1,061 -5%
CCA
1740
Checchi Capital Advisers
California
$761K -$435K -11,546 -37%
AFAS
1741
Acorn Financial Advisory Services
Virginia
$760K -$35.4K -940 -5%
MWM
1742
Modera Wealth Management
New Jersey
$760K -$25.2K -670 -3%
TBNY
1743
Trustco Bank (New York)
New York
$760K +$5.84K +155 +0.8%
PAM
1744
Private Asset Management
California
$758K -$26.1K -692 -3%
AAM
1745
Arabesque Asset Management
United Kingdom
$758K +$725K +19,238 New
WAG
1746
Windsor Advisory Group
Ohio
$757K +$724K +19,215 New
FHC
1747
First Heartland Consultants
Missouri
$756K -$14.4K -383 -2%
CCA
1748
Cobblestone Capital Advisors
New York
$756K +$69.9K +1,854 +11%
CFG
1749
Carr Financial Group
Massachusetts
$755K +$722K +19,163 New
GJIA
1750
Glass Jacobson Investment Advisors
Maryland
$754K +$721K +19,148 New
68 69
70
71 72