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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2076
Capital Advantage
California
$689K +$52K +875 +8%
BMCM
2077
Burns Matteson Capital Management
New York
$687K +$694K +11,688 New
SWMG
2078
Strategic Wealth Management Group
Maryland
$686K +$195K +3,285 +39%
HAM
2079
Hammer Asset Management
California
$685K -$49.8K -839 -7%
AI
2080
Accredited Investors
Minnesota
$684K +$11.5K +194 +2%
I2I
2081
Insight 2811 Inc
Illinois
$684K +$692K +11,650 New
DJYG
2082
David J. Yvars Group
Florida
$680K +$687K +11,569 New
FFC
2083
First Financial Corp
Indiana
$679K -$31.7K -534 -4%
AC
2084
Athanor Capital
New York
$677K -$39.5M -665,724 -98%
JLBC
2085
J.L. Bainbridge & Co
Florida
$674K +$86.7K +1,459 +15%
GDP
2086
Great Diamond Partners
Maine
$672K -$151K -2,539 -18%
FPWM
2087
FSB Premier Wealth Management
Iowa
$672K +$680K +11,445 New
SP
2088
Sarasin & Partners
United Kingdom
$670K -$99.7K -1,679 -13%
OCG
2089
Opus Capital Group
Ohio
$670K +$713 +12 +0.1%
AWA
2090
Acorn Wealth Advisors
Michigan
$669K +$60K +1,011 +10%
ORI
2091
Oak Ridge Investments
Illinois
$668K -$23.3K -393 -3%
MGWM
2092
Marks Group Wealth Management
Minnesota
$668K +$87.6K +1,475 +15%
BFC
2093
Blue Fin Capital
Rhode Island
$668K +$133K +2,233 +24%
LA
2094
Latitude Advisors
Florida
$668K +$675K +11,368 New
HCM
2095
Howland Capital Management
Massachusetts
$667K -$2.91K -49 -0.4%
SRC
2096
Shufro Rose & Co
New York
$666K +$3.27K +55 +0.5%
ECG
2097
Edge Capital Group
Georgia
$664K -$85.3K -1,436 -11%
SIM
2098
SSI Investment Management
California
$663K -$535 -9 -0.1%
CFA
2099
Camarda Financial Advisors
Florida
$660K -$2.67K -45 -0.4%
BAM
2100
Boyar Asset Management
New York
$660K – – –
82 83
84
85 86