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Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
826
Cottage Street Advisors
Massachusetts
$345K -$712K -51,989 -63%
RCM
827
RB Capital Management
Nevada
$344K +$48.5K +3,539 +13%
QWM
828
QP Wealth Management
New Jersey
$343K -$14.6K -1,065 -3%
CFG
829
Citizens Financial Group
Rhode Island
$342K -$12.3M -900,676 -97%
SF
830
Summit Financial
New Jersey
$339K -$133K -9,716 -24%
O
831
Ossiam
France
$338K -$233K -17,050 -36%
SB
832
Simmons Bank
Arkansas
$338K -$2.49K -182 -0.6%
PM
833
Penbrook Management
New York
$338K – – –
HC
834
Hourglass Capital
Texas
$337K – – –
CL
835
Choreo LLC
Illinois
$337K +$62.8K +4,583 +18%
ATFA
836
All Terrain Financial Advisors
Minnesota
$337K +$116K +8,500 +39%
BWM
837
BigSur Wealth Management
Florida
$334K – – –
GCM
838
Gables Capital Management
Florida
$334K – – –
BDF
839
Balasa Dinverno & Foltz
$333K -$582K -42,519 -59%
AC
840
Avestar Capital
New York
$333K -$39.9K -2,915 -9%
ACI
841
Alpha Cubed Investments
California
$332K +$20.2K +1,478 +5%
WSTAM
842
Wilbanks Smith & Thomas Asset Management
Virginia
$327K +$93.3K +6,816 +30%
WMA
843
Wealth Management Associates
New Jersey
$321K -$57.9K -4,229 -13%
EB
844
Eastern Bank
Massachusetts
$320K -$20.5K -1,500 -5%
LSAG
845
Lake Street Advisors Group
New Hampshire
$320K -$14.9K -1,088 -4%
CBFP
846
Cedar Brook Financial Partners
Ohio
$320K +$5.97K +436 +2%
BJL
847
Brighton Jones LLC
Washington
$319K -$26.7K -1,953 -6%
WP
848
WMS Partners
Maryland
$317K -$11K -805 -3%
CFA
849
Cahill Financial Advisors
Minnesota
$317K +$57.3K +4,185 +17%
AWM
850
Axxcess Wealth Management
California
$315K -$98.3K -7,176 -20%
32 33
34
35 36