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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
826
Catalyst Capital Advisors
New York
$403K +$263K +19,478 +204%
JGC
827
J. Goldman & Co
New York
$403K +$391K +28,983 New
CIA
828
Cohen Investment Advisors
New Hampshire
$401K -$62.1K -4,602 -14%
BMC
829
Benin Management Corp
Connecticut
$400K -$13.5K -1,000 -3%
PIA
830
Perennial Investment Advisors
California
$399K -$2.96K -219 -0.8%
JCFM
831
JBR Co Financial Management
Oklahoma
$399K -$13.5K -1,000 -3%
SWM
832
Spire Wealth Management
Virginia
$397K +$24.7K +1,831 +7%
HIMC
833
Heritage Investors Management Corp
Maryland
$397K -$1.35K -100 -0.3%
SIC
834
Sterling Investment Counsel
New York
$395K +$40.2K +2,981 +12%
IAS
835
Integrity Advisory Solutions
Texas
$395K +$384K +28,437 New
WAM
836
WNY Asset Management
New York
$395K -$105K -7,788 -22%
EFS
837
Essex Financial Services
Connecticut
$394K -$138K -10,245 -27%
NG
838
Norden Group
Utah
$393K +$196K +14,554 +106%
IPWA
839
International Private Wealth Advisors
California
$389K -$161K -11,969 -30%
IF
840
IRON Financial
Illinois
$388K +$14K +1,041 +4%
CWP
841
Curated Wealth Partners
California
$386K +$33.8K +2,506 +10%
CFA
842
Capstone Financial Advisors
Illinois
$383K -$6.65K -493 -2%
HA
843
Herold Advisors
New York
$383K -$58.3K -4,318 -14%
AC
844
Aldebaran Capital
Indiana
$382K – – –
ESBC
845
E.S. Barr & Co
Kentucky
$381K – – –
LA
846
LVW Advisors
New York
$378K +$116K +8,583 +46%
BTI
847
Blue Trust Inc
Georgia
$377K -$161K -11,966 -31%
CA
848
COFG Advisors
Illinois
$374K -$2.81K -208 -0.8%
SDIC
849
South Dakota Investment Council
South Dakota
$373K – – –
FHC
850
First Heartland Consultants
Missouri
$370K -$17.5K -1,297 -5%
32 33
34
35 36