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JJSF

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
201
Kings Point Capital Management
New York
$45K – – –
SPIA
202
Steward Partners Investment Advisory
New York
$41K – – –
CFGS
203
Concourse Financial Group Securities
Alabama
$38K +$15.6K +83 +66%
AP
204
Americana Partners
Texas
$29K +$29.7K +158 New
GDP
205
Great Diamond Partners
Maine
$21K +$22K +117 New
RIA
206
Realta Investment Advisors
Delaware
$19K +$18.8K +100 New
PA
207
Procyon Advisors
Connecticut
$16K +$16K +85 New
EW
208
Evoke Wealth
California
$12.2K – – –
BCA
209
Berman Capital Advisors
Georgia
$11K – – –
S
210
SignatureFD
Georgia
$11K +$7.91K +42 +210%
PCG
211
Private Capital Group
Connecticut
$9K +$3.77K +20 +69%
VAIA
212
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.85K +47 New
BL
213
Balentine LLC
Georgia
$8K – – –
LC
214
Lindbrook Capital
California
$7K +$941 +5 +14%
ASN
215
Advisory Services Network
Georgia
$7K +$3.2K +17 +89%
DAM
216
Delta Asset Management
Tennessee
$6K – – –
TFO
217
Tarbox Family Office
California
$6K – – –
IA
218
IFP Advisors
Florida
$6K +$3.39K +18 +106%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$5K – – –
GAM
220
Gemmer Asset Management
California
$4K -$6.4K -34 -64%
SFS
221
Sowell Financial Services
Arkansas
$4K -$376 -2 -9%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$4K – – –
CCM
223
Covington Capital Management
California
$4K +$4.14K +22 New
CCA
224
Column Capital Advisors
Indiana
$3K +$3.39K +18 New
APA
225
American Portfolios Advisors
New York
$2.76K – – –
7 8
9
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