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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1026
Capitolis Advisors
New York
$267K -$7.66M -94,739 -97%
CFD
1027
Creative Financial Designs
Indiana
$266K +$19.6K +242 +9%
FIB
1028
First Interstate Bank
Montana
$265K +$228K +2,825 New
GG
1029
Golden Green
South Carolina
$264K +$21.8K +270 +11%
NP
1030
NorthRock Partners
Minnesota
$264K +$227K +2,811 New
FWM
1031
Focused Wealth Management
New York
$262K -$40.4K -500 -15%
RHBC
1032
R.H. Bluestein & Co
Michigan
$262K – – –
BPC
1033
Banque Pictet & Cie
Switzerland
$260K +$224K +2,770 New
CDH
1034
Charles D. Hyman
$259K +$2.02K +25 +0.9%
FA
1035
Fortis Advisors
Pennsylvania
$258K +$202K +2,500 +1,000%
T
1036
TOBAM
France
$256K -$123K -1,525 -36%
JWCA
1037
J.W. Coons Advisors
Ohio
$254K – – –
GAMC
1038
Garner Asset Management Corp
Texas
$254K +$6.46K +80 +3%
WA
1039
WESPAC Advisors
California
$253K -$270K -3,337 -55%
FP
1040
Foundry Partners
Minnesota
$253K – – –
TPCW
1041
TD Private Client Wealth
New York
$253K -$1.62K -20 -0.7%
VAM
1042
Verity Asset Management
North Carolina
$250K +$215K +2,665 New
VA
1043
Valmark Advisers
Ohio
$249K – – –
RF
1044
Rollins Financial
Georgia
$248K +$2.02K +25 +1%
WFA
1045
Wade Financial Advisory
California
$247K -$25.5K -315 -11%
ECM
1046
Evergreen Capital Management
Washington
$247K +$213K +2,633 New
OCG
1047
Opus Capital Group
Ohio
$246K – – –
CFGS
1048
Concourse Financial Group Securities
Alabama
$246K +$121K +1,499 +133%
FLA
1049
Financial Life Advisors
Texas
$246K +$211K +2,614 New
TA
1050
Tiedemann Advisors
New York
$245K +$211K +2,608 New
40 41
42
43 44