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Name Holding Trade Value Shares
Change 		Change in
Stake
HG
1726
Harbor Group
New Hampshire
$561K +$13.1K +75 +2%
PGWM
1727
Parisi Gray Wealth Management
New Jersey
$560K +$543K +3,104 New
FCH
1728
Freestone Capital Holdings
Washington
$558K +$25.7K +147 +5%
JHCP
1729
Jackson Hole Capital Partners
Oklahoma
$555K – – –
BPCA
1730
Bank Pictet & Cie (Asia)
Singapore
$554K +$64.7K +370 +14%
LF
1731
LifePlan Financial
Minnesota
$552K -$75.3K -431 -12%
PCA
1732
Pallas Capital Advisors
Massachusetts
$552K +$97.5K +558 +22%
CHAM
1733
Clear Harbor Asset Management
Connecticut
$551K -$7.69K -44 -1%
SFG
1734
Seamount Financial Group
Colorado
$550K +$533K +3,050 New
SFG
1735
Synergy Financial Group
California
$550K -$41.1K -235 -7%
FNA
1736
First National Advisers
Nebraska
$548K +$187K +1,071 +55%
AWM
1737
Accel Wealth Management
Iowa
$548K +$9.62K +55 +2%
DTL
1738
Dynamic Technology Lab
Singapore
$547K +$530K +3,032 New
BB
1739
Bell Bank
North Dakota
$545K +$21.3K +122 +4%
TWM
1740
TriaGen Wealth Management
California
$545K +$528K +3,020 New
BFG
1741
Berger Financial Group
Minnesota
$543K -$8.04K -46 -2%
ACM
1742
Arlington Capital Management
Illinois
$543K +$15.7K +90 +3%
FFS
1743
Founders Financial Securities
Maryland
$542K +$46.7K +267 +10%
BAM
1744
Brilliance Asset Management
Hong Kong
$542K +$160K +917 +44%
SC
1745
Stephens Consulting
Michigan
$541K – – –
AC
1746
AXQ Capital
New Jersey
$541K +$524K +3,000 New
CCM
1747
Chilton Capital Management
Texas
$541K +$524K +3,000 New
DAM
1748
Deltec Asset Management
New York
$541K +$524K +3,000 New
GCM
1749
Glaxis Capital Management
Florida
$541K +$524K +3,000 New
PIP
1750
Peachtree Investment Partners
Florida
$539K +$523K +2,989 New
68 69
70
71 72