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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
751
Clear Creek Financial Management
Washington
$244K +$224K +864 New
LP
752
LMR Partners
United Kingdom
$244K +$224K +865 New
PGFC
753
Peapack-Gladstone Financial Corp
New Jersey
$241K – – –
SIA
754
Schechter Investment Advisors
Michigan
$235K +$216K +832 New
PCM
755
Prelude Capital Management
New York
$234K -$56.1K -216 -21%
BFEC
756
Benjamin F. Edwards & Company
Missouri
$232K +$87.2K +336 +69%
CBT
757
Central Bank & Trust
Kentucky
$231K +$74.7K +288 +54%
CAG
758
Csenge Advisory Group
Florida
$227K -$1.04K -4 -0.4%
SIG
759
Sargent Investment Group
Maryland
$226K +$208K +800 New
SACTSONJ
760
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$226K +$208K +800 New
CW
761
Cook Wealth
North Carolina
$226K +$235K +906 New
GLA
762
Good Life Advisors
Pennsylvania
$225K +$207K +798 New
PPWM
763
Paragon Private Wealth Management
Kentucky
$224K +$206K +795 New
WP
764
WealthSource Partners
California
$223K -$29.1K -112 -12%
DHFB
765
Dixon Hubard Feinour & Brown
Virginia
$223K +$205K +790 New
NB
766
NBT Bank
New York
$223K +$205K +790 New
SCP
767
Sandhill Capital Partners
New York
$220K +$202K +780 New
SF
768
Synovus Financial
Georgia
$216K +$201K +774 New
WPC
769
Wedmont Private Capital
Pennsylvania
$216K +$222K +856 New
TW
770
TrinityPoint Wealth
Connecticut
$214K +$197K +758 New
LCS
771
Levin Capital Strategies
New York
$213K +$196K +754 New
D
772
Diversified
Delaware
$212K +$195K +750 New
PCS
773
Personal CFO Solutions
New Jersey
$210K +$193K +745 New
GA
774
Geller Advisors
New York
$209K +$192K +739 New
IWP
775
Icon Wealth Partners
Texas
$208K +$192K +738 New
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