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Name Holding Trade Value Shares
Change 		Change in
Stake
MM
751
MQS Management
New York
$266K +$297K +2,350 New
CI
752
CX Institutional
Indiana
$266K -$9.48K -75 -3%
CGL
753
Clarius Group LLC
Washington
$264K -$11.1K -88 -4%
PFBT
754
Parkside Financial Bank & Trust
Missouri
$261K +$1.52K +12 +0.5%
SW
755
SlateStone Wealth
Florida
$260K +$65.9K +521 +29%
EFG
756
Everhart Financial Group
Ohio
$259K +$20.7K +164 +8%
PFA
757
Pure Financial Advisors
California
$258K +$79.5K +629 +38%
EDRIA
758
Edmonds Duncan Registered Investment Advisors
Kansas
$257K +$50.6K +400 +21%
BP
759
Ballentine Partners
Massachusetts
$256K -$33K -261 -10%
CFP
760
Catalyst Financial Partners
Massachusetts
$254K +$11.3K +89 +4%
HWA
761
Heritage Wealth Advisors
Virginia
$254K – – –
NWWA
762
New Wave Wealth Advisors
Arkansas
$253K +$282K +2,234 New
BA
763
Bristlecone Advisors
Washington
$249K – – –
CGA
764
Crescent Grove Advisors
Illinois
$249K +$277K +2,193 New
WMA
765
Wealth Management Associates
New Jersey
$246K – – –
SAI
766
Systematic Alpha Investments
New Jersey
$246K – – –
FWM
767
Focused Wealth Management
New York
$246K +$274K +2,167 New
AFT
768
Alpha Family Trust
California
$244K – – –
NCFG
769
New Century Financial Group
New Jersey
$244K -$11.5K -91 -4%
RWP
770
Revolve Wealth Partners
New Jersey
$243K -$8.85K -70 -3%
FI
771
Financial Insights
Washington
$242K +$270K +2,138 New
EDRH
772
Edmond de Rothschild Holding
Switzerland
$242K -$126K -1,000 -32%
OAM
773
Oxford Asset Management
United Kingdom
$241K +$269K +2,127 New
HAG
774
HighPoint Advisor Group
Illinois
$240K -$21.9K -173 -5%
GAA
775
Guardian Asset Advisors
Pennsylvania
$239K – – –
29 30
31
32 33