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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2351
Peninsula Asset Management
Florida
$8.99M -$262K -1,430 -3%
CC
2352
Cornerstone Capital
California
$8.99M -$75.7K -413 -0.8%
TFM
2353
TFC Financial Management
Massachusetts
$8.97M +$107K +586 +1%
CCA
2354
Clearwater Capital Advisors
Illinois
$8.95M -$104K -566 -1%
AIA
2355
Alera Investment Advisors
Illinois
$8.94M -$264K -1,441 -3%
PFM
2356
Peak Financial Management
Massachusetts
$8.94M +$98.5K +537 +1%
CGA
2357
Compound Global Advisors
Washington
$8.93M – – –
TFA
2358
Triad Financial Advisors
North Carolina
$8.92M +$237K +1,292 +3%
PA
2359
Planning Alternatives
Michigan
$8.91M +$124K +674 +1%
VAS
2360
Vestmark Advisory Solutions
Massachusetts
$8.89M -$18.9M -103,287 -67%
CWM
2361
Chesapeake Wealth Management
Virginia
$8.88M -$157K -855 -2%
BCMLT
2362
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.86M – – –
PSC
2363
Portman Square Capital
United Kingdom
$8.86M +$8.91M +48,561 +1,517%
SIM
2364
Seaview Investment Managers
Florida
$8.85M +$173K +942 +2%
I
2365
INVST
Indiana
$8.84M +$297K +1,619 +3%
PF
2366
Prosperitas Financial
California
$8.83M +$9.46M +51,598 New
NLP
2367
Next Level Private
New York
$8.83M +$23.7K +129 +0.3%
T
2368
TCWP
Ohio
$8.82M -$405K -2,209 -4%
AT
2369
Arden Trust
Delaware
$8.82M -$45.8K -250 -0.5%
EG
2370
Ellerson Group
Maryland
$8.82M -$40.3K -220 -0.4%
CAC
2371
Cowen and Company
New York
$8.81M +$3.62M +19,725 +62%
LAS
2372
Lloyd Advisory Services
Georgia
$8.8M +$9.43M +51,414 New
NG
2373
Norden Group
Utah
$8.8M +$9.43M +51,414 New
FA
2374
FDx Advisors
Illinois
$8.79M -$15.1M -82,088 -62%
DTC
2375
Davidson Trust Company
Washington
$8.79M +$473K +2,578 +5%
93 94
95
96 97