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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1126
Stratos Wealth Advisors
Ohio
$457K – – –
QCIG
1127
Quad-Cities Investment Group
Iowa
$449K – – –
CFGS
1128
Concourse Financial Group Securities
Alabama
$447K -$434K -2,523 -49%
NG
1129
Northstar Group
New York
$444K -$34.4K -200 -7%
FPS
1130
Fieldpoint Private Securities
Connecticut
$443K -$46.2K -269 -9%
CCFM
1131
Clear Creek Financial Management
Washington
$443K +$68.4K +398 +19%
CCP
1132
Corient Capital Partners
California
$439K +$451K +2,625 New
BWL
1133
Bogart Wealth LLC
Virginia
$436K +$40.2K +234 +10%
CAM
1134
Columbia Asset Management
Michigan
$433K – – –
TFS
1135
TrustCore Financial Services
Tennessee
$433K – – –
CCA
1136
Clearwater Capital Advisors
Illinois
$432K – – –
MS
1137
Mizuho Securities
Japan
$431K +$115K +670 +35%
BWM
1138
BigSur Wealth Management
Florida
$427K – – –
BCA
1139
Biltmore Capital Advisors
New Jersey
$427K +$137K +800 +46%
CA
1140
Claro Advisors
Massachusetts
$426K +$8.42K +49 +2%
GFP
1141
Gryphon Financial Partners
Ohio
$425K -$26.1K -152 -6%
KFA
1142
Kelleher Financial Advisors
New York
$424K -$8.59K -50 -2%
PIM
1143
Partner Investment Management
California
$423K -$2.34M -13,639 -84%
OPA
1144
Old Port Advisors
Maine
$421K +$57.6K +335 +16%
TL
1145
TrueWealth LLC
Georgia
$420K – – –
AWM
1146
Altavista Wealth Management
North Carolina
$418K – – –
KLCM
1147
KG&L Capital Management
Louisiana
$418K +$58.1K +338 +16%
PCIA
1148
Prime Capital Investment Advisors
Kansas
$418K +$423K +2,460 +6,474%
MSAM
1149
Moloney Securities Asset Management
Missouri
$417K -$11.2K -65 -3%
MCM
1150
MAI Capital Management
Ohio
$414K -$8.76K -51 -2%
44 45
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