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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
801
RDA Financial Network
Iowa
$355K +$665 +50 +0.2%
S
802
SignatureFD
Georgia
$355K +$78.8K +5,928 +33%
JCM
803
Jacobi Capital Management
Pennsylvania
$350K +$28.3K +2,129 +10%
SG
804
StoneX Group
New York
$350K +$32.7K +2,461 +12%
VCM
805
Virtue Capital Management
Tennessee
$349K – – –
SFP
806
Shepherd Financial Partners
Massachusetts
$349K +$13.3K +1,000 +4%
HC
807
Hatton Consulting
Arizona
$347K +$1.81K +136 +0.6%
NP
808
NorthRock Partners
Minnesota
$346K +$309K +23,265 New
CCM
809
Coldstream Capital Management
Washington
$344K +$43.9K +3,305 +17%
WI
810
Wintrust Investments
Illinois
$343K -$6.65K -500 -1%
CL
811
Choreo LLC
Illinois
$342K – – –
MSAM
812
Moloney Securities Asset Management
Missouri
$341K +$11.3K +853 +4%
CC
813
Courier Capital
New York
$339K +$21.1K +1,588 +7%
SFWA
814
Summit Financial Wealth Advisors
Louisiana
$339K +$303K +22,784 New
SAM
815
SignalPoint Asset Management
Missouri
$337K -$19.9K -1,500 -6%
CFG
816
Cooper Financial Group
California
$337K +$42.8K +3,222 +17%
TCA
817
Transcend Capital Advisors
New Jersey
$337K +$122K +9,141 +67%
RWM
818
Ritholtz Wealth Management
New York
$337K +$153K +11,505 +103%
OWIM
819
Old West Investment Management
California
$336K – – –
ETC
820
Exchange Traded Concepts
Oklahoma
$336K +$152K +11,433 +102%
PG
821
Prostatis Group
Maryland
$336K +$7.88K +593 +3%
BU
822
BBVA USA
Alabama
$335K +$299K +22,523 New
RA
823
RFG Advisory
Alabama
$334K -$102K -7,691 -26%
GWM
824
Greenhouse Wealth Management
Connecticut
$334K – – –
MFW
825
Meristem Family Wealth
Minnesota
$334K +$133K +10,000 +80%
31 32
33
34 35