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Name Holding Trade Value Shares
Change 		Change in
Stake
GT
876
Greenleaf Trust
Michigan
$225K -$842K -10,679 -81%
KF
877
Krilogy Financial
Missouri
$224K -$14K -177 -7%
CA
878
Calton & Associates
Florida
$223K +$200K +2,537 New
CA
879
CoreCap Advisors
Michigan
$223K -$23.1K -293 -10%
VWM
880
Venturi Wealth Management
Texas
$223K +$199K +2,526 New
CFS
881
CRA Financial Services
New Jersey
$221K -$197K -2,499 -50%
CCM
882
Cribstone Capital Management
Maine
$220K – – –
FFS
883
Founders Financial Securities
Maryland
$217K +$195K +2,469 New
AWM
884
Alterna Wealth Management
Texas
$215K +$192K +2,439 New
GDP
885
Great Diamond Partners
Maine
$215K +$192K +2,436 New
DT
886
Diversified Trust
Tennessee
$213K -$13.9K -176 -7%
UB
887
UMB Bank
Missouri
$213K -$7.02K -89 -4%
EBSAM
888
Eubel Brady & Suttman Asset Management
Ohio
$212K +$189K +2,403 New
SF
889
Summit Financial
New Jersey
$212K -$47.4K -601 -20%
HT
890
Headlands Technologies
Illinois
$211K +$189K +2,395 New
SS
891
Simplicity Solutions
Minnesota
$211K +$189K +2,391 New
WI
892
Wintrust Investments
Illinois
$210K -$907K -11,500 -87%
VWM
893
Vigilare Wealth Management
Arizona
$209K -$323K -4,100 -63%
MMPW
894
Mitchell McLeod Pugh & Williams
Alabama
$209K +$187K +2,367 New
SSB
895
Sandy Spring Bank
Maryland
$207K -$121K -1,533 -39%
RA
896
RFG Advisory
Alabama
$207K +$153K +1,943 New
CPA
897
Cardiff Park Advisors
California
$206K +$185K +2,344 New
WAP
898
Wealthcare Advisory Partners
Pennsylvania
$206K -$102K -1,298 -36%
SC
899
Savant Capital
Illinois
$205K +$228K +2,893 New
WSTAM
900
Wilbanks Smith & Thomas Asset Management
Virginia
$204K +$182K +2,313 New
34 35
36
37 38