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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
651
Everhart Financial Group
Ohio
$1.01M -$69.8K -21 -6%
RIL
652
Rothschild Investment LLC
Illinois
$994K +$827K +249 +402%
DCM
653
Donaldson Capital Management
Indiana
$984K -$382K -115 -27%
KGC
654
Kennon-Green & Company
Ohio
$984K – – –
LC
655
Lavaca Capital
Texas
$984K – – –
GRP
656
Global Retirement Partners
California
$981K +$1.02M +307 New
GT
657
Glenview Trust
Kentucky
$981K -$150K -45 -13%
RC
658
Rexford Capital
Texas
$978K – – –
GCP
659
GSA Capital Partners
United Kingdom
$975K +$1.01M +305 New
CC
660
Centiva Capital
New York
$975K +$1.01M +305 New
OPCM
661
Osborne Partners Capital Management
California
$968K – – –
FM
662
Foster & Motley
Ohio
$968K -$110K -33 -10%
CIA
663
Compass Ion Advisors
Pennsylvania
$962K – – –
AG
664
Ascent Group
Virginia
$959K -$153K -46 -13%
ISWM
665
Intesa Sanpaolo Wealth Management
$959K -$13.3K -4 -1%
CSI
666
Cross Staff Investments
New York
$959K – – –
SQA
667
Simon Quick Advisors
New Jersey
$949K -$6.64K -2 -0.7%
ETC
668
Exchange Traded Concepts
Oklahoma
$949K +$53.2K +16 +6%
BPFA
669
Barnes Pettey Financial Advisors
Mississippi
$943K – – –
CWM
670
Compass Wealth Management
Connecticut
$940K +$977K +294 New
SSCA
671
South Shore Capital Advisors
Massachusetts
$936K -$26.6K -8 -3%
CPIG
672
Chicago Partners Investment Group
Illinois
$928K +$651K +196 +162%
IFG
673
Independent Financial Group
California
$924K -$9.97K -3 -1%
AV
674
Alamea Verwaltungs
New Jersey
$920K +$219K +66 +30%
TG
675
TCW Group
California
$892K +$16.6K +5 +2%
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