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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1051
Cambridge Advisors
Nebraska
$383K -$3K -15 -1%
BFA
1052
Bragg Financial Advisors
North Carolina
$381K +$8K +40 +3%
FWM
1053
Frontier Wealth Management
Missouri
$380K +$302K +1,509 New
TSWM
1054
Triangle Securities Wealth Management
North Carolina
$378K -$16K -80 -5%
NJBEST
1055
New Jersey Better Educational Savings Trust
New Jersey
$377K – – –
FC
1056
FCA Corp
Texas
$377K +$300K +1,500 New
KA
1057
Kovack Advisors
Florida
$373K -$103K -515 -26%
SGCA
1058
Steel Grove Capital Advisors
Tennessee
$372K -$2.6K -13 -0.9%
ARMC
1059
American Research & Management Company
Massachusetts
$370K -$53K -265 -15%
CIC
1060
Crawford Investment Counsel
Georgia
$370K +$294K +1,470 New
CQS
1061
Credential Qtrade Securities
$370K +$143K +715 +95%
SIA
1062
SeaBridge Investment Advisors
New Jersey
$369K – – –
AL
1063
Aspiriant LLC
California
$367K +$1.2K +6 +0.4%
GFS
1064
GYL Financial Synergies
Connecticut
$365K -$130K -651 -31%
ISWM
1065
Independent Solutions Wealth Management
New York
$365K – – –
DI
1066
DFPG Investments
Utah
$362K +$10K +50 +4%
TMAM
1067
Tokio Marine Asset Management
Japan
$362K +$288K +1,438 New
CS
1068
Comerica Securities
Michigan
$361K -$11.8K -59 -4%
EI
1069
EDMP Inc
Florida
$357K +$284K +1,420 New
CCG
1070
Cypress Capital Group
Florida
$357K +$284K +1,421 New
OFG
1071
OmniStar Financial Group
North Carolina
$356K +$283K +1,416 New
NB
1072
Nicolet Bankshares
Wisconsin
$355K +$282K +1,412 New
BOS
1073
Bingham Osborn & Scarborough
California
$355K +$283K +1,413 New
BCA
1074
Bay Colony Advisors
Massachusetts
$352K +$280K +1,400 New
IIM
1075
Intact Investment Management
Quebec, Canada
$352K +$280K +1,400 New
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