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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
651
Centaurus Financial
California
$627K -$864K -66,553 -57%
BCM
652
Brookstone Capital Management
Illinois
$626K -$148K -11,367 -17%
DWT
653
Dorsey & Whitney Trust
South Dakota
$624K +$435K +33,503 +200%
VCA
654
Verdence Capital Advisors
Maryland
$624K -$59.6K -4,590 -8%
FHA
655
Flagship Harbor Advisors
Massachusetts
$623K -$82.8K -6,376 -11%
GIA
656
Gladstone Institutional Advisory
Florida
$622K +$111K +8,514 +20%
AIM
657
Aquila Investment Management
New York
$621K -$701K -54,000 -52%
AAMC
658
Asset Allocation & Management Company
Illinois
$621K – – –
GF
659
Gabelli Funds
New York
$621K – – –
CG
660
Caprock Group
Idaho
$620K +$58.7K +4,518 +10%
SAM
661
S.A. Mason
Michigan
$616K -$10.5K -810 -2%
AP
662
Appleton Partners
Massachusetts
$616K -$582K -44,846 -47%
MIA
663
MMBG Investment Advisors
Florida
$611K – – –
SSA
664
Schonfeld Strategic Advisors
New York
$611K +$639K +49,200 New
RIA
665
Realta Investment Advisors
Delaware
$611K -$128K -9,861 -20%
SAG
666
SageView Advisory Group
California
$611K -$8.04K -619 -1%
MA
667
MONECO Advisors
Connecticut
$605K -$4.13K -318 -0.6%
TFGT
668
TS Financial Group (TSFG)
Illinois
$605K +$3.84K +296 +0.6%
BCP
669
Blue Chip Partners
Michigan
$600K +$6.92K +533 +1%
EWS
670
Evergreen Wealth Solutions
Pennsylvania
$599K +$70K +5,395 +13%
LWAM
671
Legacy Wealth Asset Management
Minnesota
$595K -$8.87K -683 -1%
OAM
672
Occidental Asset Management
California
$595K -$61.1K -4,703 -9%
BAM
673
BOS Asset Management
Illinois
$595K +$1.49K +115 +0.2%
WBC
674
Westpac Banking Corp
Australia
$595K +$28.6K +2,203 +5%
DI
675
DFPG Investments
Utah
$590K -$15.2K -1,167 -2%
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