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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1026
Sequoia Financial Advisors
Ohio
$953K +$72.5K +1,430 +9%
SWA
1027
SFMG Wealth Advisors
Texas
$952K +$66.9K +1,320 +8%
BFM
1028
Boothbay Fund Management
New York
$947K -$441K -8,700 -33%
CCT
1029
Country Club Trust
Missouri
$942K +$127K +2,500 +16%
SKK
1030
Shepherd Kaplan Krochuk
Massachusetts
$938K – – –
TVWM
1031
Tower View Wealth Management
Wisconsin
$935K +$192K +3,780 +28%
NAM
1032
NorthCoast Asset Management
Connecticut
$934K +$184K +3,620 +27%
KLCM
1033
KG&L Capital Management
Louisiana
$930K +$569K +11,220 +187%
MP
1034
McDonald Partners
Ohio
$929K +$871K +17,180 New
NFSG
1035
Newbridge Financial Services Group
Florida
$928K +$164K +3,240 +23%
HCM
1036
HMS Capital Management
Tennessee
$928K +$454K +8,950 +109%
SVCP
1037
Silicon Valley Capital Partners
California
$927K – – –
PCH
1038
PGIM Custom Harvest
New Jersey
$926K +$850K +16,770 New
FWM
1039
Frontier Wealth Management
Missouri
$922K -$12.2K -240 -1%
PWM
1040
PRW Wealth Management
Massachusetts
$921K -$41.1K -810 -5%
FMC
1041
First Merchants Corp
Indiana
$919K – – –
BS
1042
Boenning & Scattergood
Pennsylvania
$913K +$16.7K +330 +2%
MTC
1043
McDaniel Terry & Co
Texas
$910K +$25.3K +500 +3%
JF
1044
Jump Financial
Illinois
$906K +$337K +6,650 +66%
MIM
1045
Merrion Investment Management
New Jersey
$903K +$847K +16,700 New
MWM
1046
Minot Wealth Management
Massachusetts
$901K +$316K +6,240 +60%
SFA
1047
Semmax Financial Advisors
North Carolina
$895K +$840K +16,560 New
KAS
1048
Kemnay Advisory Services
New York
$893K -$2.26M -44,590 -73%
TPWA
1049
TRUE Private Wealth Advisors
Oregon
$892K +$32.4K +640 +4%
GCM
1050
Gladius Capital Management
Illinois
$892K +$537K +10,590 +179%
40 41
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43 44