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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
926
Concord Wealth Partners
Virginia
$234K +$26.8K +692 +16%
RCG
927
Regatta Capital Group
California
$232K +$199K +5,125 New
SIA
928
Schechter Investment Advisors
Michigan
$232K +$198K +5,112 New
NRS
929
Neville Rodie & Shaw
New York
$231K +$198K +5,100 New
CCG
930
Catalina Capital Group
California
$230K +$197K +5,072 New
BFEC
931
Benjamin F. Edwards & Company
Missouri
$230K -$29.8K -770 -13%
SFG
932
Sovereign Financial Group
Connecticut
$230K +$196K +5,067 New
JWM
933
Janiczek Wealth Management
Colorado
$230K +$9.61K +248 +5%
JIC
934
Johnson Investment Counsel
Ohio
$229K +$195K +5,040 New
CP
935
Camelot Portfolios
Ohio
$227K +$194K +5,000 New
RBC
936
Romano Brothers & Co
Illinois
$226K -$36.8K -950 -16%
GAG
937
GM Advisory Group
New York
$225K +$192K +4,963 New
LTAS
938
Linden Thomas Advisory Services
North Carolina
$225K +$192K +4,962 New
IIC
939
Integrated Investment Consultants
Michigan
$225K +$192K +4,961 New
SXL
940
Summit X LLC
Missouri
$223K +$191K +4,921 New
GSC
941
Grey Street Capital
Illinois
$223K +$191K +4,924 New
MFA
942
Mayflower Financial Advisors
Massachusetts
$223K -$28.9K -745 -13%
NRD
943
Nebula Research & Development
New York
$221K +$189K +4,879 New
AC
944
Abbrea Capital
California
$221K +$189K +4,880 New
QFA
945
Quantum Financial Advisors
California
$221K +$189K +4,866 New
ICG
946
InterOcean Capital Group
Tennessee
$220K -$87.7K -2,262 -32%
RCWM
947
Royal Capital Wealth Management
Indiana
$217K +$186K +4,794 New
ECM
948
Elgethun Capital Management
South Dakota
$217K – – –
LAM
949
L2 Asset Management
Massachusetts
$217K +$185K +4,785 New
FFA
950
Farther Finance Advisors
California
$217K +$44.8K +1,155 +32%
36 37
38
39 40