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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
751
Cadence Bank
Mississippi
$294K -$41.4K -1,130 -12%
RCAG
752
Rehmann Capital Advisory Group
Michigan
$294K -$1.61K -44 -0.5%
SIG
753
Stonegate Investment Group
Alabama
$293K -$17.5K -477 -5%
LPAM
754
Lodestar Private Asset Management
California
$293K -$16.1K -440 -5%
LC
755
LCNB Corp
Ohio
$292K +$1.98K +54 +0.7%
LA
756
Legacy Advisors
Pennsylvania
$291K -$303K -8,262 -50%
KWA
757
Kingswood Wealth Advisors
California
$290K +$300K +8,187 New
SFG
758
StrategIQ Financial Group
Indiana
$290K -$7.62K -208 -2%
DFG
759
Delta Financial Group
New Jersey
$289K -$49.8K -1,360 -14%
FWP
760
FAS Wealth Partners
Kansas
$289K -$4.29K -117 -1%
SP
761
Successful Portfolios
Florida
$288K -$1.21K -33 -0.4%
PSP
762
Principal Street Partners
Tennessee
$287K -$295K -8,062 -50%
CT
763
Cambridge Trust
Massachusetts
$285K – – –
SXL
764
Summit X LLC
Missouri
$285K +$54.5K +1,487 +23%
MWM
765
Modera Wealth Management
New Jersey
$283K +$19.6K +536 +7%
EFMC
766
Empire Financial Management Company
New York
$281K – – –
CFS
767
CRA Financial Services
New Jersey
$281K – – –
PWM
768
Perigon Wealth Management
California
$280K +$8.75K +239 +3%
GWM
769
GSB Wealth Management
Connecticut
$276K +$15K +409 +6%
GFP
770
Guardian Financial Partners
California
$276K +$34.7K +947 +14%
CM
771
Caption Management
Oklahoma
$276K -$487K -13,300 -63%
RSWM
772
Robertson Stephens Wealth Management
California
$276K +$146 +4 +0.1%
DOA
773
D'Orazio & Associates
Virginia
$275K -$28K -764 -9%
PVM
774
Palogic Value Management
Texas
$275K – – –
BC
775
Bridgefront Capital
Texas
$274K +$284K +7,753 New
29 30
31
32 33