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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
201
Ativo Capital Management
Illinois
$1.07M +$265 +5 +0%
AC
202
Annandale Capital
Texas
$1.07M – – –
S
203
SignatureFD
Georgia
$1.06M -$216K -4,086 -16%
DBRC
204
D.B. Root & Company
Pennsylvania
$1.05M +$47.7K +900 +4%
GT
205
Greenleaf Trust
Michigan
$1.04M -$30.8K -582 -3%
SFP
206
Shepherd Financial Partners
Massachusetts
$1.04M +$667K +12,600 +155%
AW
207
Alaethes Wealth
Nevada
$1M +$77.4K +1,461 +8%
JG
208
Jefferies Group
New York
$1M +$794K +15,000 +300%
GWM
209
GSB Wealth Management
Connecticut
$992K +$118K +2,230 +13%
P
210
Paradiem
Louisiana
$986K +$349K +6,582 +50%
NCM
211
Narwhal Capital Management
Georgia
$973K – – –
CCA
212
Checchi Capital Advisers
California
$953K +$29.3K +553 +3%
AWM
213
AE Wealth Management
Kansas
$947K -$293K -5,528 -23%
CAN
214
Cetera Advisor Networks
California
$933K +$153K +2,886 +18%
1WA
215
180 Wealth Advisors
Washington
$925K +$107K +2,030 +12%
BL
216
BFSG LLC
California
$918K +$34.4K +650 +4%
FBC
217
Fairfield, Bush & Co
Connecticut
$893K -$7.41K -140 -0.8%
AWS
218
Atria Wealth Solutions
New York
$889K +$50K +944 +6%
RWM
219
Ritholtz Wealth Management
New York
$876K -$147K -2,777 -14%
SB
220
Simmons Bank
Arkansas
$867K +$9.27K +175 +1%
UB
221
UMB Bank
Missouri
$867K +$17.2K +324 +2%
CTC
222
Central Trust Company
Missouri
$860K -$135K -2,547 -13%
FHA
223
Flagship Harbor Advisors
Massachusetts
$836K +$347K +6,560 +65%
VT
224
Vise Technologies
New York
$826K +$165K +3,115 +23%
SRC
225
Sage Rhino Capital
California
$822K -$7.84K -148 -0.9%
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9
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