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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
801
Perigon Wealth Management
California
$364K +$3.01K +34 +0.9%
CIG
802
Cullen Investment Group
Louisiana
$363K +$531 +6 +0.2%
MBTD
803
Mechanics Bank - Trust Department
California
$362K – – –
ATS
804
Ashton Thomas Securities
New York
$361K +$351K +3,966 New
CSP
805
Cary Street Partners
Virginia
$358K -$9.11K -103 -3%
PF
806
Phoenix Financial
Israel
$350K +$39.9K +451 +13%
CC
807
Chicago Capital
Illinois
$348K – – –
OBAM
808
ODDO BHF Asset Management
France
$342K +$333K +3,764 New
SW
809
Simplicity Wealth
New Jersey
$342K -$37.6K -425 -10%
CAM
810
Carret Asset Management
New York
$338K – – –
SFG
811
Synergy Financial Group
California
$337K – – –
BFM
812
Boothbay Fund Management
New York
$336K -$41.6K -470 -11%
IA
813
IFG Advisory
Georgia
$335K -$3.98K -45 -1%
IA
814
IFP Advisors
Florida
$332K +$22.1K +250 +7%
CI
815
Conning Inc
Connecticut
$329K – – –
FIA
816
Foundations Investment Advisors
Arizona
$327K -$17.4K -197 -5%
MSR
817
Main Street Research
Connecticut
$325K +$316K +3,576 New
DC
818
Davenport & Co
Virginia
$325K -$75.4K -853 -19%
GBT
819
Grove Bank & Trust
Florida
$325K +$1.24K +14 +0.4%
CCA
820
Childress Capital Advisors
Texas
$325K +$20.8K +235 +7%
GD
821
Grandfield & Dodd
New York
$323K -$73.7K -833 -19%
LFAS
822
Level Four Advisory Services
Texas
$323K -$42K -475 -12%
ACM
823
Aster Capital Management
United Arab Emirates
$322K -$171K -1,932 -35%
CIM
824
Contravisory Investment Management
Massachusetts
$320K -$38.5K -435 -11%
CAG
825
Crestwood Advisors Group
Massachusetts
$319K +$36.4K +411 +13%
31 32
33
34 35