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Name Holding Trade Value Shares
Change 		Change in
Stake
BLA
1276
Balter Liquid Alternatives
Massachusetts
$373K +$24.2K +333 +7%
GIA
1277
Granite Investment Advisors
New Hampshire
$372K -$9.01M -123,879 -96%
SAM
1278
Summit Asset Management
Tennessee
$369K -$6.03K -83 -2%
EGM
1279
Engineers Gate Manager
New York
$368K -$755K -10,382 -67%
CCFCSB
1280
Cape Cod Five Cents Savings Bank
Massachusetts
$368K -$112K -1,540 -23%
BWM
1281
Biltmore Wealth Management
Arizona
$367K +$20K +275 +6%
KWM
1282
Kingsview Wealth Management
Oregon
$365K +$58.9K +810 +19%
CF
1283
Corrigan Financial
Rhode Island
$364K -$44.8K -616 -11%
NCM
1284
Narwhal Capital Management
Georgia
$363K -$1.86M -25,565 -84%
CBT
1285
Capital Bank & Trust
California
$363K -$148K -2,037 -29%
SBSB
1286
Sullivan, Bruyette, Speros & Blaney
Virginia
$360K -$24.1K -331 -6%
TNBTD
1287
Trustmark National Bank Trust Department
Mississippi
$360K +$156K +2,146 +76%
WIM
1288
Westside Investment Management
California
$356K -$27.2K -374 -8%
CCG
1289
Chatham Capital Group
Georgia
$356K -$28.7K -395 -7%
KWA
1290
KCS Wealth Advisory
California
$355K +$356K +4,891 New
BMC
1291
Beaton Management Company
Massachusetts
$354K -$21.8K -300 -6%
MA
1292
MANA Advisors
New York
$352K +$353K +4,851 New
WEC
1293
Winslow Evans & Crocker
Massachusetts
$351K -$30.4K -418 -8%
DMC
1294
Drexel Morgan & Co
Pennsylvania
$350K – – –
NFG
1295
Next Financial Group
Texas
$349K -$478K -6,569 -58%
CWM
1296
Cornerstone Wealth Management
Missouri
$348K -$3.71K -51 -1%
SAM
1297
Shamrock Asset Management
Texas
$343K -$21.8K -300 -6%
HWP
1298
Hefty Wealth Partners
Indiana
$340K +$274K +3,769 +410%
CAG
1299
Csenge Advisory Group
Florida
$339K +$125K +1,720 +58%
GCAC
1300
Guardian Capital Advisors (Canada)
Ontario, Canada
$338K +$84K +1,155 +38%
50 51
52
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