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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1226
Inscription Capital
Texas
$717K +$703K +3,162 New
GIM
1227
Groesbeck Investment Management
New Jersey
$712K – – –
BOPW
1228
Brandywine Oak Private Wealth
Pennsylvania
$711K +$130K +585 +23%
ETC
1229
Exchange Traded Concepts
Oklahoma
$711K +$147K +660 +27%
OIA
1230
Optimum Investment Advisors
Illinois
$705K -$117K -526 -14%
YWP
1231
YorkBridge Wealth Partners
New York
$704K +$16K +72 +2%
MSA
1232
Marino Stram & Associates
Massachusetts
$704K +$414K +1,864 +150%
TI
1233
Telemetry Investments
New York
$703K -$22.2K -100 -3%
CDH
1234
Charles D. Hyman
$703K +$15.1K +68 +2%
FBC
1235
Fairfield, Bush & Co
Connecticut
$701K -$33.5K -151 -5%
MIP
1236
Mondrian Investment Partners
United Kingdom
$698K – – –
MOS
1237
MGO One Seven
Ohio
$696K -$65.3K -294 -5%
WSC
1238
Wellington Shields & Co
New York
$693K +$230K +1,035 +51%
FPS
1239
Fieldpoint Private Securities
Connecticut
$690K +$96K +432 +14%
HLA
1240
Hamilton Lane Advisors
Pennsylvania
$688K – – –
KFGK
1241
Keystone Financial Group (Kentucky)
Kentucky
$684K -$13.3K -60 -2%
SP
1242
Successful Portfolios
Florida
$683K +$124K +556 +23%
KJHP
1243
K.J. Harrison & Partners
Ontario, Canada
$676K +$244K +1,100 +59%
YCM
1244
Yakira Capital Management
Connecticut
$675K – – –
HCM
1245
Hollencrest Capital Management
California
$674K -$75.3K -339 -10%
FCI
1246
Financial Counselors Inc
Kansas
$673K -$141K -635 -18%
PAMG
1247
Patton Albertson Miller Group
Tennessee
$669K -$149K -672 -19%
HB
1248
Homrich & Berg
Georgia
$669K +$161K +726 +33%
NC
1249
NinePointTwo Capital
California
$667K – – –
VA
1250
Valmark Advisers
Ohio
$667K – – –
48 49
50
51 52