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Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1126
Jefferies Financial Group
New York
$787K -$22.8M -310,023 -96%
DWP
1127
Daymark Wealth Partners
Ohio
$784K -$7.26M -98,596 -89%
ACP
1128
Aveo Capital Partners
Colorado
$780K -$823K -11,182 -46%
EGM
1129
Engineers Gate Manager
New York
$778K -$9.12M -123,939 -91%
PG
1130
Prostatis Group
Maryland
$778K -$107K -1,457 -11%
CIA
1131
Cladis Investment Advisory
Montana
$774K +$73.7K +1,001 +9%
BFG
1132
Bleakley Financial Group
New Jersey
$771K +$37.6K +511 +4%
FGP
1133
Freestone Grove Partners
California
$771K +$894K +12,142 New
QWP
1134
Quotient Wealth Partners
Texas
$769K +$44.3K +602 +5%
OCM
1135
One Capital Management
California
$767K +$105K +1,429 +13%
MCM
1136
Mengis Capital Management
Oregon
$766K +$112K +1,520 +14%
LAM
1137
L2 Asset Management
Massachusetts
$766K +$407K +5,535 +85%
MW
1138
Marcum Wealth
Ohio
$766K +$73.8K +1,003 +9%
TBWA
1139
Three Bridge Wealth Advisors
California
$765K +$86.1K +1,170 +11%
CWMGO
1140
Capstone Wealth Management Group (Oregon)
Oregon
$762K -$26.6K -362 -3%
CPSC
1141
Carl P. Sherr & Co
Massachusetts
$762K -$141K -1,915 -14%
MC
1142
Mirabaud & Cie
Switzerland
$760K +$110K +1,500 +14%
JWA
1143
JFS Wealth Advisors
Pennsylvania
$759K -$127K -1,730 -13%
BEAM
1144
Baker Ellis Asset Management
Washington
$759K -$44.2K -600 -5%
MNBTD
1145
Moody National Bank Trust Division
Texas
$756K -$23.9K -324 -3%
CI
1146
Cigna Investments
Connecticut
$755K -$29.2K -396 -3%
IRC
1147
Investors Research Corp
Georgia
$754K – – –
BIA
1148
Bigelow Investment Advisors
Maine
$753K +$31.5K +428 +4%
PHS
1149
Pekin Hardy Strauss
Illinois
$750K +$345K +4,680 +66%
PFSC
1150
Peoples Financial Services Corp
Pennsylvania
$750K +$29.1K +395 +3%
44 45
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