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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1201
TrinityPoint Wealth
Connecticut
$24.7M +$394K +3,037 +2%
NGA
1202
Naples Global Advisors
Florida
$24.7M +$248K +1,912 +1%
CFA
1203
Capstone Financial Advisors
Illinois
$24.6M +$38.7K +299 +0.2%
AWA
1204
ARS Wealth Advisors
Florida
$24.5M -$660K -5,095 -3%
CSS
1205
Cubist Systematic Strategies
Connecticut
$24.5M -$31.3M -241,763 -58%
MAM
1206
Madison Asset Management
Wisconsin
$24.4M +$1.04M +8,065 +5%
WA
1207
WestEnd Advisors
North Carolina
$24.3M -$19.3M -149,128 Closed
AAP
1208
Aristotle Atlantic Partners
Florida
$24.3M +$1.26M +9,695 +6%
WPC
1209
Waters Parkerson & Co
Louisiana
$24.2M -$211K -1,629 -0.9%
PCM
1210
Princeton Capital Management
New Jersey
$24.2M +$246K +1,895 +1%
MOS
1211
MGO One Seven
Ohio
$24.2M +$3.33M +25,729 +17%
SMH
1212
Sanders Morris Harris
Texas
$24.1M +$9.61M +74,132 +74%
CL
1213
CIM LLC
New York
$24.1M +$274K +2,114 +1%
HFS
1214
Haverford Financial Services
Pennsylvania
$24.1M -$665K -5,133 -3%
PAG
1215
Private Advisory Group
Washington
$24.1M +$933K +7,197 +4%
KC
1216
Knuff & Co
California
$24.1M +$130K +1,000 +0.6%
GGS
1217
Galvin Gaustad & Stein
Arizona
$24M +$396K +3,058 +2%
SFG
1218
SNS Financial Group
Minnesota
$24M -$445K -3,436 -2%
BAM
1219
Blueshift Asset Management
New Jersey
$24M +$22.7M +175,032 New
KF
1220
Krilogy Financial
Missouri
$24M +$58.8K +454 +0.3%
KWA
1221
KCS Wealth Advisory
California
$23.9M -$47.4K -366 -0.2%
WCWM
1222
Willow Creek Wealth Management
California
$23.9M +$14.5M +112,240 +180%
SWK
1223
Stephen W. Kidder
$23.9M -$900K -6,945 -4%
FNBTCON
1224
First National Bank & Trust Co of Newtown
Pennsylvania
$23.9M -$40.3K -311 -0.2%
OPS
1225
Orion Portfolio Solutions
Nebraska
$23.9M -$65.8K -508 -0.3%
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