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Name Holding Trade Value Shares
Change 		Change in
Stake
LFF
751
Level Four Financial
Texas
$801K -$79.1K -1,604 -10%
AWM
752
Altium Wealth Management
New York
$800K +$74.2K +1,506 +11%
CCT
753
Capital City Trust
Florida
$800K +$85.6K +1,736 +13%
FIA
754
Foundations Investment Advisors
Arizona
$798K +$20.3K +411 +3%
BRWM
755
B. Riley Wealth Management
Tennessee
$798K +$34.4K +697 +5%
GAG
756
GM Advisory Group
New York
$786K – – –
CT
757
Columbia Trust
Oregon
$785K +$143K +2,898 +24%
LNC
758
Lincoln National Corp
Pennsylvania
$783K -$75.4K -1,529 -9%
JAM
759
Jupiter Asset Management
United Kingdom
$777K +$147K +2,988 +26%
RM
760
Resource Management
Louisiana
$774K +$148 +3 +0%
GAMC
761
Garner Asset Management Corp
Texas
$774K +$720K +14,604 New
SIMM
762
Stillwater Investment Management (Minnesota)
Minnesota
$772K -$9.46K -192 -1%
MHI
763
Miller Howard Investments
New York
$772K +$719K +14,580 New
EF
764
Empowered Funds
Pennsylvania
$766K – – –
ESCM
765
Echo Street Capital Management
New York
$764K +$711K +14,416 New
BWA
766
BDO Wealth Advisors
Florida
$763K +$25.8K +524 +4%
BFG
767
Beacon Financial Group
Texas
$761K – – –
CG
768
Cutler Group
California
$761K +$664K +13,468 +1,496%
PCM
769
Prelude Capital Management
New York
$757K -$183K -3,722 -21%
AC
770
Allstate Corporation
Illinois
$757K +$278K +5,649 +65%
MOS
771
MGO One Seven
Ohio
$754K +$131K +2,661 +23%
MBT
772
Montecito Bank & Trust
California
$751K -$32.6K -661 -4%
HI
773
Hoey Investments
Pennsylvania
$749K -$154K -3,117 -18%
BA
774
Ballew Advisors
Mississippi
$746K +$340K +6,902 +100%
GCA
775
Greenwood Capital Associates
South Carolina
$745K -$123K -2,486 -15%
29 30
31
32 33