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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1301
Legacy Advisors
Pennsylvania
$2.61M +$74K +378 +2%
SGA
1302
Strategic Global Advisors
California
$2.61M -$69.1K -353 -2%
TAM
1303
Tradition Asset Management
Virginia
$2.61M +$433K +2,214 +17%
TI
1304
Tidal Investments
Wisconsin
$2.59M +$834K +4,262 +38%
CCA
1305
Covey Capital Advisors
Georgia
$2.58M -$355K -1,814 -10%
CIM
1306
CenturyLink Investment Management
Colorado
$2.57M – – –
LAIC
1307
Lederer & Associates Investment Counsel
California
$2.57M -$979 -5 -0%
FHA
1308
Flagship Harbor Advisors
Massachusetts
$2.56M +$153K +782 +5%
ATIA
1309
American Trust Investment Advisors
New Hampshire
$2.55M +$76.4K +390 +3%
ACM
1310
Alpha Capital Management
Texas
$2.54M +$26K +133 +0.9%
MSAM
1311
Moloney Securities Asset Management
Missouri
$2.54M +$716K +3,659 +32%
MGIM
1312
M&G Investment Management
United Kingdom
$2.54M -$168K -859 -5%
VAG
1313
VisionPoint Advisory Group
Texas
$2.53M +$2.54M +12,961 +581%
PFS
1314
Prospera Financial Services
Texas
$2.53M -$125K -641 -4%
MRCM
1315
M&R Capital Management
New Jersey
$2.52M +$104K +531 +4%
TFS
1316
Thoroughbred Financial Services
Tennessee
$2.52M +$549K +2,805 +23%
GECH
1317
Garnet Equity Capital Holdings
New York
$2.5M -$1.96M -10,000 -40%
KSCM
1318
Kamunting Street Capital Management
Florida
$2.5M +$2.94M +15,000 New
CMI
1319
Clare Market Investments
Texas
$2.5M +$136K +696 +5%
KIG
1320
Kessler Investment Group
Indiana
$2.49M +$2.92M +14,938 New
IFG
1321
Independent Financial Group
California
$2.49M +$2.92M +14,939 New
BCP
1322
Blackhawk Capital Partners
Wisconsin
$2.49M +$118K +603 +5%
TCM
1323
Telos Capital Management
California
$2.49M +$2.11M +10,783 +261%
UR
1324
USCA RIA
Texas
$2.48M +$648K +3,311 +29%
KFGK
1325
Keystone Financial Group (Kentucky)
Kentucky
$2.47M +$166K +848 +6%
51 52
53
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