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Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
2101
First Financial Corp
Indiana
$585K -$10.8K -196 -2%
IP
2102
Intellectus Partners
California
$583K -$397K -7,180 -40%
DLG
2103
Daniel L. Goodwin
$583K – – –
LWM
2104
Liberty Wealth Management
California
$583K +$128K +2,310 +27%
BLAM
2105
Bourne Lent Asset Management
New York
$579K – – –
CL
2106
CSS LLC
Illinois
$579K – – –
PAMP
2107
Polar Asset Management Partners
Ontario, Canada
$577K +$591K +10,678 New
SAM
2108
Stansberry Asset Management
Texas
$577K +$591K +10,680 New
APG
2109
Abacus Planning Group
South Carolina
$576K -$40K -723 -6%
HCM
2110
Highlander Capital Management
New Jersey
$576K – – –
JPMIA
2111
J.P. Marvel Investment Advisors
Massachusetts
$576K – – –
PMA
2112
Prudent Man Advisors
Illinois
$575K +$553 +10 +0.1%
AWG
2113
Altus Wealth Group
Colorado
$573K +$90.9K +1,643 +18%
BFS
2114
Bickling Financial Services
Massachusetts
$572K -$77K -1,392 -12%
TCOO
2115
Trust Company of Oklahoma
Oklahoma
$571K -$19.4K -350 -3%
CPA
2116
Capital Planning Advisors
California
$571K -$22.1K -400 -4%
OBGC
2117
O'Brien Greene & Co
Pennsylvania
$569K -$11.1K -200 -2%
RPWA
2118
Regent Peak Wealth Advisors
Georgia
$569K +$940 +17 +0.2%
DIM
2119
Delta Investment Management
California
$568K -$2.21K -40 -0.4%
MA
2120
Mezzasalma Advisors
New Jersey
$567K – – –
SFG
2121
StrategIQ Financial Group
Indiana
$564K +$44.6K +807 +8%
PGAM
2122
Princeton Global Asset Management
New Jersey
$563K +$1.22K +22 +0.2%
PCMC
2123
Private Capital Management (Colorado)
Colorado
$563K +$70.2K +1,269 +14%
EF
2124
Empowered Funds
Pennsylvania
$560K +$253K +4,579 +79%
CI
2125
CX Institutional
Indiana
$559K -$387 -7 -0.1%
83 84
85
86 87