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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1226
Toth Financial Advisory
Virginia
$773K -$227K -1,023 -25%
CCG
1227
Chatham Capital Group
Georgia
$773K -$28.9K -130 -4%
MWC
1228
MBM Wealth Consultants
Missouri
$773K +$46.9K +211 +7%
CSPIA
1229
Cary Street Partners Investment Advisory
Virginia
$772K -$1.13M -5,102 -63%
LFF
1230
Level Four Financial
Texas
$771K -$16.9K -76 -2%
GSC
1231
G&S Capital
Colorado
$771K +$350K +1,573 +108%
AC
1232
Avestar Capital
New York
$771K +$386K +1,736 +113%
MWA
1233
Moser Wealth Advisors
Washington
$770K +$145K +654 +28%
NIM
1234
Northeast Investment Management
Massachusetts
$769K +$138K +623 +26%
SGI
1235
Summit Global Investments
Utah
$767K +$17.6K +79 +3%
CAMG
1236
CWA Asset Management Group
Florida
$765K -$32.5K -146 -5%
BPC
1237
Banque Pictet & Cie
Switzerland
$764K -$622K -2,800 -48%
BAS
1238
Brown Advisory Securities
Maryland
$763K +$18.7K +84 +3%
QCG
1239
Quadrant Capital Group
Ohio
$763K +$82.7K +372 +14%
CL
1240
Choreo LLC
Illinois
$762K -$456K -2,051 -41%
SIC
1241
Samalin Investment Counsel
New York
$756K -$97.8K -440 -13%
AFA
1242
American Financial Advisors
Georgia
$756K -$22.2K -100 -3%
CBN
1243
Cadence Bank NA
Texas
$755K +$54.9K +247 +9%
FFG
1244
Ford Financial Group
California
$753K -$66.7K -300 -9%
KFA
1245
Kelleher Financial Advisors
New York
$753K +$18.2K +82 +3%
FA
1246
Faithward Advisors
Pennsylvania
$753K +$657K +2,958 New
GIP
1247
Greatmark Investment Partners
Georgia
$752K – – –
RMDI
1248
R.M. Davis Inc
Maine
$748K -$708K -3,185 -52%
IP
1249
Intellectus Partners
California
$747K +$178K +800 +38%
GSBTD
1250
Glenview State Bank Trust Department
Illinois
$746K +$33.3K +150 +5%
48 49
50
51 52