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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1251
Checchi Capital Advisers
California
$523K -$14.8K -249 -3%
UAS
1252
United Asset Strategies
New York
$522K +$17.6K +297 +4%
CHAM
1253
Clear Harbor Asset Management
Connecticut
$518K -$294K -4,964 -38%
BJL
1254
Brighton Jones LLC
Washington
$517K +$54.3K +917 +13%
QPWM
1255
Quadrant Private Wealth Management
Pennsylvania
$516K +$56.8K +959 +13%
CBB
1256
Citizens Business Bank
California
$515K -$29.6K -500 -6%
NVIM
1257
New Vernon Investment Management
Illinois
$515K – – –
HC
1258
Hourglass Capital
Texas
$514K – – –
MMPW
1259
Mitchell McLeod Pugh & Williams
Alabama
$514K +$4.68K +79 +1%
CPC
1260
Congress Park Capital
New York
$511K – – –
JCM
1261
Jacobsen Capital Management
Utah
$511K – – –
CWM
1262
Centric Wealth Management
Illinois
$509K +$18.6K +314 +4%
FNFDCM
1263
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$508K – – –
LA
1264
Legacy Advisors
Pennsylvania
$508K +$11.9K +200 +3%
WP
1265
WMS Partners
Maryland
$501K -$178 -3 -0%
SC
1266
Sepio Capital
Utah
$501K +$470K +7,938 New
SG
1267
StoneX Group
New York
$500K +$67.3K +1,135 +17%
WC
1268
Westhampton Capital
North Carolina
$500K +$81.5K +1,375 +21%
MAM
1269
Mastrapasqua Asset Management
Tennessee
$499K +$469K +7,910 New
PI
1270
Pettee Investors
Connecticut
$497K +$119K +2,000 +34%
SFSG
1271
Stearns Financial Services Group
North Carolina
$487K -$55.2K -932 -11%
S
1272
Surevest
California
$484K -$32K -540 -7%
CGL
1273
Clarius Group LLC
Washington
$482K +$109K +1,838 +32%
VCA
1274
Verdence Capital Advisors
Maryland
$482K +$154K +2,607 +52%
DA
1275
Doliver Advisors
Texas
$479K +$39.7K +670 +10%
49 50
51
52 53