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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
976
DeDora Capital
California
$386K -$6.4K -34 -2%
JIC
977
Joel Isaacson & Co
New York
$385K – – –
SS
978
Sunbelt Securities
Texas
$385K +$90.2K +479 +30%
CA
979
Clearstead Advisors
Ohio
$382K +$56.9K +302 +17%
CAW
980
Cornerstone Advisors (Washington)
Washington
$378K +$39K +207 +11%
NSIM
981
North Star Investment Management
Illinois
$374K +$47.1K +250 +14%
KFGK
982
Keystone Financial Group (Kentucky)
Kentucky
$373K – – –
CWM
983
Calamos Wealth Management
Illinois
$373K +$5.65K +30 +2%
DHFB
984
Dixon Hubard Feinour & Brown
Virginia
$371K – – –
CA
985
Continuum Advisory
Idaho
$371K +$159K +844 +72%
FBC
986
Fairfield, Bush & Co
Connecticut
$370K -$386K -2,050 -50%
AMCA
987
Arthur M. Cohen & Associates
Illinois
$370K -$9.41K -50 -2%
CSA
988
Cottage Street Advisors
Massachusetts
$368K -$94.1K -500 -20%
PCIA
989
Prime Capital Investment Advisors
Kansas
$367K -$3.13M -16,627 -89%
EGA
990
E&G Advisors
Texas
$367K – – –
FBFS
991
First Business Financial Services
Wisconsin
$367K – – –
GG
992
Gofen & Glossberg
Illinois
$365K -$18.8K -100 -5%
CBT
993
Capital Bank & Trust
California
$365K – – –
CONA
994
Capital One National Association
New York
$364K +$14.1K +75 +4%
KP
995
Keel Point
Alabama
$363K +$98.9K +525 +36%
HB
996
Homrich & Berg
Georgia
$361K -$41K -218 -10%
NG
997
Northstar Group
New York
$359K +$368K +1,955 New
KWMG
998
King Wealth Management Group
Florida
$356K -$84.2K -447 -19%
VFA
999
Valeo Financial Advisors
Indiana
$356K +$57.4K +305 +19%
V
1000
Veritable
Delaware
$355K +$364K +1,935 New
38 39
40
41 42