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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1676
Kepos Capital
New York
$989K +$1.06M +5,552 New
DI
1677
DFPG Investments
Utah
$983K -$259K -1,360 -20%
RSWM
1678
Robertson Stephens Wealth Management
California
$983K +$1.05M +5,518 New
DI
1679
DAGCO Inc
Ohio
$981K -$3.8K -20 -0.4%
CIS
1680
Connors Investor Services
Pennsylvania
$979K – – –
WGCA
1681
Wolf Group Capital Advisors
Virginia
$976K -$1.9K -10 -0.2%
SVWAG
1682
Sound View Wealth Advisors Group
Georgia
$974K -$14.3K -75 -1%
PJSIMP
1683
P.J. Schmidt Investment Management (PJS)
Wisconsin
$971K -$85.5K -450 -8%
BOS
1684
Bank of Stockton
California
$968K +$25.7K +135 +3%
PSF
1685
Pacific Sun Financial
California
$966K +$3.8K +20 +0.4%
NB
1686
Nicolet Bankshares
Wisconsin
$961K -$570 -3 -0.1%
CIP
1687
Convergence Investment Partners
Florida
$961K +$58.7K +309 +6%
MFP
1688
Michael F. Price
$961K +$1.03M +5,395 New
EFSCE
1689
Enterprise Financial Services Corp (EFSC)
Missouri
$956K +$7.98K +42 +0.8%
NEPWA
1690
New England Private Wealth Advisors
Massachusetts
$954K +$35.2K +185 +4%
CAM
1691
CenterStar Asset Management
Illinois
$953K – – –
DBRC
1692
D.B. Root & Company
Pennsylvania
$953K +$276K +1,450 +37%
RMA
1693
Roffman Miller Associates
Pennsylvania
$953K +$1.02M +5,354 New
LC
1694
Lindbrook Capital
California
$951K -$58.4K -307 -5%
BCM
1695
Bluefin Capital Management
New York
$948K +$1.01M +5,322 New
TCM
1696
Tributary Capital Management
Nebraska
$944K -$28.5K -150 -3%
AF
1697
Allworth Financial
California
$943K -$15.2K -80 -1%
GU
1698
Georgetown University
District of Columbia
$943K +$1.01M +5,294 New
AIM
1699
ARK Investment Management
Florida
$941K -$29.9M -157,422 -97%
GCP
1700
GSA Capital Partners
United Kingdom
$940K +$1M +5,281 New
66 67
68
69 70